The Financial Advisor Operating System

Stop prospecting blind.

Rainmaker is the first true operating system for financial advisors. One platform, two engines: it finds and wins your highest-compatibility clients with Jungian archetypes and AI, and coaches you personally with forty years of real advisor wisdom, any hour of the day.

Get your archetype & first search free Watch the demo

Try it early, free: register, discover your archetype, explore your professional profile, run your first search, and ask Archie two questions.

94% avg compatibility match 25–40% response rates (beta) 132 patent claims filed
The problems

Prospecting is broken. Here's the data.

97%
Failure rate

of prospecting attempts fail to connect.

$6B/yr
Wasted outreach

spent every year on outreach that never lands.

100k+
Advisor shortage

projected by 2034 (McKinsey). Institutional wisdom is leaving the field, and the new crop of advisors replacing it was never taught how to prospect and grow a book.

The problem was never effort. It was aiming at the wrong people.

Prospecting by psychological alignment

Matching by psychology, not keywords.

One five-minute assessment gives you your archetype. From there, Rainmaker works three ways.

01

Hunt

Surface new prospects matched to your archetype from public signals and real-time trigger events. For advisors building a book from scratch.

02

Gather

Mine your network, and your clients' networks, for warm referral opportunities you already have standing to reach.

03

Connect

Connect with them through personalized, archetype-aware outreach and permission-based warm introductions from your best clients.

Powered by ArcheMatch.
Ask Archie

Your personalized coach. Not another chatbot.

Ask Archie is a coach that answers from a field-proven body of work, not the internet, in the language of your archetype and experience level. We challenge you to stump it. And if you agree with Archie's recommendation, Archie will hold you accountable.

Ask Archie
Tap a question to read Archie's answer, then listen in Gary's voice if you'd like.

That objection isn't a door closing, it's the most important thing they could tell you. Your move is Constructive Doubt: don't attack their advisor, don't sell yourself. Plant one legitimate question they can't unhear… then ride the silence.

That objection is never really about the market, it's about fear of regret. Don't argue the forecast. Move to the A-to-B approach: anchor them to their goal, not the headline, and show them what waiting actually costs.

Real answers from Gary's coaching library · Voice: Gary Sinderbrand

Archie coaches from forty years of proven advisor training, not the internet. Built on Gary Sinderbrand's frameworks.

Archetype-aware 24/7 Exact language, not platitudes Learns from every conversation
Try Ask Archie free

Your first two questions are free.

How it works

From blind to booked in four steps.

1

Discover your archetype

A 10-minute assessment maps your Jungian archetype.

2

Choose your lane

Hunt, Gather, or Connect, with your pre-identified sources.

3

Get matched prospects

Every candidate ranked by compatibility score.

4

Reach out with a personal touch

InMail, connection request, or email.

Results

Advisors are already closing with it.

I've been in the business for 18 years and never seen anything like this. My first three outreaches using Rainmaker turned into meetings. That's unheard of with cold prospecting.

Senior financial advisor · 18 yrs

Rainmaker found referral opportunities in my existing client base I had completely overlooked. I closed two new accounts in the first month from people my own clients already knew.

Independent RIA · 12 yrs

I was skeptical about the 'psychology' angle. But when the platform described my ideal client type and I looked at my best clients of all time, it was them, exactly. The science is real.

Broker-dealer advisor · 22 yrs
Pricing

Pick your plan.

We anticipate going live in early September. Plans below open then, but you can apply for the Founders Circle today.

Now accepting applications for our Founders Circle. Click here to apply.

Now accepting applications
Founder
Solo advisors, early believers
$298/mo

12-month commitment · one payment of $3,576. Founders directly engage with us and help shape the future of this tool. Pricing maintained indefinitely at this level, assuming continuous sign-ups.

  • All three lanes: Hunt · Gather · Connect
  • Ask Archie included
  • Network mapping
  • Direct line to the product team
Apply now
Professional Semi-Annual
6-month plan
$498/mo

One payment of $2,988.

  • All three lanes: Hunt · Gather · Connect
  • Ask Archie included
  • 200 monthly matches
  • Network mapping
Opens September
Best value
Professional Annual
12-month plan
$398/mo

One payment of $4,776. Price guaranteed not to rise, assuming continuous sign-ups.

  • All three lanes: Hunt · Gather · Connect
  • Ask Archie included
  • 200 monthly matches
  • Network mapping
Opens September
Enterprise
Firms & broker-dealers
Custom

Minimum 25 seats · priced upon request.

  • Everything in Professional, per seat
  • Team management & white-label
  • Dedicated success manager
Talk to us

Not completely satisfied within your first 30 days? We'll make it right (terms apply).

Who's behind it

Forty years of advisor wisdom, encoded.

Gary Sinderbrand

Founder

40+ years in financial services. Trained 12,000+ advisors. Every Archie answer traces back to his field-proven frameworks.

Dr. Jimmie Lenz

Advisor

Director, Duke FinTech.

Dr. Stephen A. Martin

Advisor

Jungian analyst, Philemon Foundation.

See it in action

Watch the full demo.

The Financial Advisor Operating System

Stop prospecting blind.

Try it early, free: register, discover your archetype, run your first search, and ask Archie two questions.

Get started free

Or apply for the Founders Circle