Rainmaker uses Jungian archetypes and AI to identify your highest-compatibility prospects — so every conversation starts with an unfair advantage.
Free for 30 days · No credit card required
The wealth management industry is facing a perfect storm — and cold outreach is dying fast.
Nearly all traditional prospecting attempts fail, leading to a 90% attrition rate for new advisors in their first 3 years.
McKinsey projects a shortage of 100,000+ advisors by 2034. The workforce is retiring faster than it can be replaced.
Wasted annually on failed outreach and marketing spend across the industry. The core prospecting model is fundamentally broken.
Rainmaker uses Jungian archetypes and AI-driven research to determine compatibility before a single word is spoken — giving you two powerful pathways.
We scan public data signals — job changes, funding rounds, life events — and layer them against psychological profiling to surface the highest-compatibility prospects you've never met.
For advisors with an existing book of business, we analyze your clients' social networks to uncover warm referral opportunities that match your specific archetype — turning relationships into new relationships.
If you've been in the business 15+ years, you're sitting on an asset most advisors never unlock: hundreds of aligned client relationships — each one connected to a network of people who think, behave, and make decisions just like them. Rainmaker's Gatherer pathway maps that hidden universe and tells you exactly who to approach, and how.
Rainmaker analyzes the professional and social graph surrounding your existing book of business. It identifies which of your clients' contacts carry archetypal profiles that align with your natural advisory style — surfacing warm opportunities you've never had visibility into before.
Not all referral asks are created equal. Gatherer scores each opportunity by compatibility and tells you which client to approach, which contact to ask about, and what framing will resonate. You walk into every conversation knowing the psychological dynamics before you say a word.
Senior advisors at firms like Merrill Lynch and UBS often find themselves giving away book equity to junior partners who then struggle to grow independently. Rainmaker changes that equation: pair a junior advisor with Hunter mode to prospect independently while you use Gatherer to deepen your existing relationships. The result is a team that grows from both ends simultaneously.
The $84 trillion Great Wealth Transfer is redistributing assets right now — not in five years. Your clients' children, business partners, and colleagues are receiving inheritances, liquidity events, and career windfalls today. Gatherer identifies which of those individuals are psychologically ready to trust an advisor like you, and connects the dots before a competitor does.
"The Gatherer pathway found referral opportunities in my existing client base that I had completely overlooked — two new accounts closed in the first month from people my own clients already knew."
— Karen P., Independent RIA, 12 years experience
Rainmaker integrates with your workflow in minutes and delivers actionable matches within 24 hours.
Complete a 10-minute psychological assessment. Rainmaker identifies your Jungian archetype and ideal client profile — the personality types you naturally resonate with.
Connect your existing data sources and client list. Choose the Hunter (new prospects) or Gatherer (referral mining) pathway — or run both simultaneously.
Get a ranked list of high-compatibility prospects with compatibility scores, personality insights, trigger events, and suggested conversation starters.
Use Rainmaker's AI-crafted outreach scripts — customized to each prospect's communication style and your shared archetype compatibility.
Watch how Rainmaker surfaces high-compatibility prospects and generates personalized outreach in seconds.
Step 1 · Your Archetype Profile — Rainmaker identifies your Jungian type and professional compatibility before you search for a single prospect.
Early advisors in the Rainmaker beta are seeing response rates that make their peers' jaws drop.
"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."
"The Gatherer pathway 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."
"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."
The dirty secret of financial services prospecting isn't the script or the channel. It's that you're talking to the wrong people in the wrong way for who you are.
Job changes and funding rounds are table stakes for prospecting now. The advisors winning are layering psychological compatibility on top of those signals.
The Great Wealth Transfer isn't just happening in the broader market. Your best clients have friends, family, and colleagues going through it right now — do you know who they are?
Start free for 30 days. No credit card required. Cancel anytime.
Perfect for independent advisors building their first pipeline with psychological intelligence.
The full Rainmaker system — both pathways running simultaneously for maximum pipeline velocity.
Per-seat licensing for broker-dealers and RIA firms. Annual contracts with volume discounts and white-label options.
Rainmaker was born from 40+ years on the ground at Merrill Lynch and UBS — and the realization that the best advisors win on psychology, not persistence.
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.
Former CTO at Relovate. Enterprise-scale software architecture and extensive ML/AI experience building production systems at scale.
We're looking for exceptional engineers, data scientists, and customer success leaders who believe psychology is the future of B2B sales.
25+ years in capital markets, machine learning and blockchain expertise. Academic validation for our archetype matching system.
Academic validation for our 12-archetype personality system. Deep expertise in Jungian psychology and its application to human compatibility.
Join financial advisors already using Rainmaker to achieve 25–40% response rates. Your first 30 days are free.