🚀 Pay-as-you-Grow

Perfect for solo advisors or institutional growth.

Grow your book of business

Build a repeatable, competitive advantage

Turn LinkedIn connections into long-term clients.

Most popular

For Independent Advisors

Solo Wealth Advisors • Busy Advisors • Growth-Focused Firms
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Custom pricing available
Force-multiply your outreach
Generate more meetings
Increase AUM through Social (LinkedIn™) prospecting
Done For You Prospecting available
Content Marketing Services
Dedicated Success Manager
Custom Campaign Strategy
Weekly Performance Reviews

"Within 3 months I got meetings with 20% of the top employees at NVIDIA. Poseidon handles everything while we focus on closing deals."

- Advisor in Greenwich CT.

Firm-wide growth

For Managing Partners • Growth Officers • Marketing Leaders
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Is your agency, RIA, or Sales Team in growth mode? 🚀🚀🚀
Centralize control over advisor outreach
Boost firm-wide AUM
Get firm-wide analytics
Team-wide onboarding & training
Salesforce & HubSpot integrations
Custom sequences for each rep
Target list refinement
Lead pre-qualification services

Compare plans

Independent Advisors

Unlimited Message Templates

Allows marketing teams to standardize messaging while enabling sales teams to customize them. Ideal for personalizing outreach while maintaining consistency.

Unlimited Campaign Templates

Helps marketing teams create standardized sequences that sales can customize to fit specific campaigns and prospect journeys.

Hubspot Integration

Seamlessly integrates with Hubspot, allowing users to synchronize contacts, track communications, and streamline workflows.

LinkedIn Sales Navigator Integration

Leverage LinkedIn Sales Navigator to send targeted InMails and connect with high-quality leads, enhancing prospecting effectiveness.

Generative AI Email Writer

AI-powered email writer helps you craft cold emails and avoid spam traps by following best practices for engagement and deliverability.

Data Appends and Email Verification

Automatically append missing data to contacts and verify emails to improve accuracy and deliverability, potentially replacing expensive data providers.

Priority Inbox Targeting

Reach the priority inbox with a combination of medium-volume, high-quality, and high-touch email sequences to maximize engagement.

Zapier Integration

Connects with Zapier to automate workflows and integrate with thousands of other apps, saving time and increasing productivity.

Google Tag Manager Integration

Integrates with Google Tag Manager, allowing users to easily manage and deploy marketing tags without modifying code.

Custom Ad Audiences for Retargeting

Automatically create custom audiences for ad retargeting based on the behavior of people who visit your shared content on Poseidon. This improves click-through rates (CTR) and ad performance.

AI-Powered Personalization at Scale

Use AI to deliver personalized content tailored to each prospect, helping you close more deals by showing highly relevant information.

Integrated Dialer with Call Recordings

Turnkey conversation intelligence with call recording capabilities. This feature works with external Twilio integration and is configured during onboarding.

Document View Tracking

Track how recipients interact with your documents, including views, time spent, and location, to gauge interest and follow up strategically.

Done For You Prospecting

Our team handles all your prospecting activities, from research to outreach, while you focus on closing deals and serving clients.

Content Marketing Services

Professional content creation including LinkedIn posts, email sequences, and thought leadership pieces tailored to your brand.

Dedicated Success Manager

Your personal success manager who understands your business goals and ensures you achieve maximum ROI from our services.

Custom Campaign Strategy

Tailored campaign strategies designed specifically for your target market, ideal customer profile, and business objectives.

Weekly Performance Reviews

Regular performance reviews to track progress, optimize campaigns, and ensure you are hitting your growth targets.

Firm-wide Growth

Everything in Independent Advisors

Includes all features from the Independent Advisors plan plus enterprise-level capabilities for your entire team.

Salesforce Integration

Integrates with Salesforce to sync contacts, track activities, and manage campaigns seamlessly across both platforms.

Weekly Content Consultations

Receive weekly content strategy consultations to help you fine-tune your messaging and outreach efforts.

Full Template Creation

Custom-built templates for emails, sequences, and campaigns tailored to your ideal customer profile (ICP) and business needs.

Concierge Onboarding for Each Rep

Personalized onboarding for each sales rep to ensure they are fully trained and set up for success with the platform.

5 Custom Sequences Built for You

Receive 5 fully customized outreach sequences based on your target ICPs, designed to maximize response rates and engagement.

Target List Refinement

Get assistance in refining your target lists to ensure your outreach efforts are laser-focused on the most relevant prospects.

Managed Campaign Sequences

Full management of your campaign sequences, from setup to execution, to ensure consistent, high-quality outreach.

Retargeting Campaign Setup

Set up ad retargeting campaigns to re-engage prospects who have shown interest in your content but haven’t converted yet.

Lead Pre-Qualification

Get assistance with pre-qualifying leads, ensuring your sales teams spend time with the most promising prospects.