Rainmaker App
Seed Round Open: $1.8M

Where Psychology Meets Prosperity

Transforming wealth management through AI-powered psychological intelligence. We don't just improve prospecting — we reimagine it.

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Built on expertise from

Merrill Lynch UBS Duke University Philemon Foundation USPTO Patent Pending

The $6B Existential Crisis

The wealth management industry is facing a perfect storm.

97%

Failure Rate

Nearly all traditional prospecting attempts fail, leading to a 90% attrition rate for new advisors.

100k+

Advisor Shortage

Projected shortage by 2034 (McKinsey & Co. 2025). The workforce is retiring faster than it can be replaced.

$6B

Annual Loss

Wasted annually on failed outreach and marketing spend. The core model is broken.

The Solution: Psychological Intelligence

We use Jungian archetypes and AI-driven research to determine compatibility BEFORE outreach begins.

The Hunter Pathway

For advisors building from scratch. We use public data signals (job changes, funding rounds) combined with psychological profiling to identify high-compatibility prospects.

The Gatherer Pathway

For established advisors. We analyze client social networks to uncover warm referral opportunities that match the advisor's specific archetype.

Defensible Moat

132 patent claims filed. 35M+ personality combinations. 40+ years of domain expertise embedded in the algorithm.

Compatibility Score
94%
Match Type
High Synergy
Communication Style Direct / Analytical
"Recommended Approach: Focus on data-driven ROI. This prospect values efficiency over rapport building in early stages."
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See Rainmaker in Action

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Proven Performance

25-40%
Response Rates
vs. 2-3% industry baseline
100%
Testers Improved
Across all experience levels
132
Patent Claims
Filed with USPTO, zero prior art
$60.6M
Proj. Year 5 Revenue
86% EBITDA margin

Market Opportunity

A massive, underserved market with clear demand signals.

$12B

TAM

Total addressable market for wealth management prospecting tools and advisor enablement technology.

$3.2B

SAM

Serviceable addressable market: U.S. financial advisors, insurance agents, and wealth managers actively prospecting.

$480M

SOM

Serviceable obtainable market within first 5 years, targeting enterprise partnerships and direct-to-advisor channels.

Revenue Model

Enterprise SaaS

Per-seat licensing for broker-dealers and RIA firms. Annual contracts with volume discounts.

Individual Subscriptions

Monthly/annual plans for independent advisors. Tiered pricing based on prospect volume and features.

Data Licensing

Anonymized psychological intelligence insights for industry research and institutional partners.

Use of Funds

How we'll deploy the $1.8M seed round to hit key milestones.

Product & Engineering (33%)
$594K
Sales & Marketing (31%)
$558K
Customer Success (18%)
$324K
Operations & Legal (18%)
$324K

Leadership & Advisors

Decades of domain expertise combined with cutting-edge academic validation.

Gary Sinderbrand

Founder & CEO

40+ years in financial services. Trained 12,000+ advisors. Built $100M+ training programs at Merrill Lynch and UBS. 300,000+ advisor network, 5,000+ LinkedIn connections.

LinkedIn

Raghu Gopalakrishnan

Senior Technologist

Former CTO at Relovate. Enterprise-scale software architecture and extensive ML/AI experience.

LinkedIn

Key Advisors

Dr. Jimmie Lenz

Duke University FinTech Director

25+ years capital markets, machine learning & blockchain expertise.

Dr. Stephen A. Martin

Jungian Analyst, Philemon Foundation

Academic validation for our 12-archetype personality system.

Why Now?

AI Maturity

LLMs and NLP now enable personality inference from public data at scale — impossible even 3 years ago.

Advisor Shortage

100K+ advisor shortage projected by 2034. Remaining advisors need force-multiplier tools to survive.

$84T Wealth Transfer

The Great Wealth Transfer is underway. Next-gen clients expect personalized, tech-enabled advisory relationships.

Cold Outreach is Dying

Regulatory pressure and consumer fatigue have made traditional prospecting nearly obsolete.

Competitive Landscape

Existing tools solve pieces of the puzzle. Rainmaker is the only platform that combines all of them.

Capability Rainmaker Salesforce / Wealthbox Apollo.io / ZoomInfo SmartAsset AMP
Psychological Profiling
AI Compatibility Matching Partial
Prospect Discovery Partial
Personalized Outreach Partial
FA-Specific Workflows Partial
Installed User Base Early Massive Large 89K+ referrals/yr
Patent-Protected IP 132 claims

Milestones & Roadmap

Completed

Patent Filed & IP Secured

132 patent claims filed with USPTO. Core algorithm developed and validated.

Completed

Pilot Program

50-advisor pilot demonstrating 10-15x effectiveness improvement and 40% response rates.

In Progress

Seed Round ($1.8M)

Raising capital to scale engineering, sales, and product development.

Q3 2026

Enterprise Launch

First enterprise broker-dealer partnerships. Target: 500 active advisor seats.

2027

Series A & Expansion

Expand to insurance and real estate verticals. Target: 5,000 seats, $5M ARR.

Investor FAQ

What are the deal terms?
We're raising $1.8M on a SAFE note with a 25% discount. Minimum investment is $50,000. The round provides 18 months of runway to hit enterprise launch milestones. Full terms and cap table are available in the data room.
What stage is the product?
The MVP is live and operational at rainmakerapp.io. It has been validated through beta testing with advisors across experience levels — from 18-month rookies to 15-year veterans — all reporting measurable improvement. 100% of testers report improvement over their previous methods. The seed round funds the transition from validated MVP to enterprise-scale production platform.
How defensible is the technology?
132 patent claims filed with the USPTO with zero prior art — covering our psychological matching algorithm, archetype inference system, and compatibility scoring methodology. Combined with 40+ years of proprietary domain expertise and a 35M+ personality combinations data moat, the barrier to entry is substantial. No competing product combines AI, psychology, and advisor-specific workflows.
What does pricing look like?
Three tiers: Professional at $197/month ($2,364/year) for solo advisors, Team at $499/month ($5,988/year) for 2-5 advisors, and Enterprise at $99-$1,188/seat for 10+ advisors with dedicated onboarding. Unit economics are strong: 7:1 LTV/CAC improving to 14:1+ at scale, 73-93% gross margins, and <5% annual churn.
What is the path to profitability?
Year 1 is a planned investment phase ($1.1M revenue, -$114K EBITDA). We reach profitability in Year 2 ($4.3M revenue, 41% margin) and scale to $60.6M revenue with 86% EBITDA margin by Year 5. Even at 50% of plan, we deliver $25M EBITDA. The full financial model with assumptions is in the data room.
What is the go-to-market strategy?
Dual approach: (1) Top-down enterprise sales to broker-dealers and RIA aggregators — we're already in discussions with major wirehouses including a structured Morgan Stanley POC. (2) Bottom-up direct-to-advisor acquisition leveraging the founder's 300,000+ advisor email list, 5,000+ LinkedIn connections, and a 40,000-advisor professional network. The founder built $100M+ training programs at the major wirehouses — these are existing relationships, not cold outreach.