Advisor early access · Limited spots

Get qualified HENRY leads
before anyone else does.

HenryFi surfaces High Earners Not Rich Yet — $200K–$700K income, complex finances, ready for a real advisor. Compass delivers intent-verified leads with full financial profiles. Join the waitlist for early access and founding pricing.

73% lead-to-client conversion

HENRYs arrive with financial context already captured — income, goals, trigger events, net worth. No cold discovery.

$18K+ average 12-month LTV per client

MarketWatch: 90% of advisors waive their $500K minimums to get a HENRY client. The demand is proven — the supply is us.

Intent-verified, opted-in leads only

Every HENRY explicitly requests advisor connection. No scraped lists. No cold data. Full financial profile on every lead.

Compass pricing (early access)

Starter

$299/mo

5 leads/mo

Growth

$699/mo

15 leads/mo

Elite

$1,499/mo

40 leads/mo

Waitlist members lock in founding-advisor pricing · Cancel anytime

How we compare

FeatureHenryFiSmartAssetFacetCold lists
Opted-in leads
Full financial profile
Intent-verified
HENRY-specific demo
Founding pricing

The referral pipeline

HENRYs who outgrow your minimums can be referred upstream. HenryFi brokers the handoff.

Entry

HenryFi Advisors

$200K–$2M AUM

Growth

JPM Private

$750K–$5M

Ultra-HNW

Corient

$10M+

Hightower

$5M+

Goldman PWM

$10M+

Referring advisors earn a finder's fee. HenryFi handles the introduction.

Join the advisor waitlist

Early access · Founding pricing · No spam

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