Revolutionizing Lead Gen for Financial Advisors

Finding and connecting with leads shouldn't be so hard (or expensive) - at least we don't think so.

Lasso is a free online lead gen platform designed to help advisors connect with prospects quickly and easily

Contact us to learn more

*You must be a registered financial advisor to create an account

How Lasso Advisor Portal Works

Investors build light-weight financial plans and share them with advisors to see how those plans could be improved.

See the Lasso Advisor Portal in Action

Want to learn more about Lasso?

Get in touch with our team to learn more and see the platform in action!

Contact Us

Lasso FAQs

Wait, so Lasso is totally free for advisors?

Yes, advisors and investors don't have to pay a dime to use Lasso - no hidden fees, no kickbacks when you sign a new client. Totally and completely free!

So what's the catch? How do you make money?

No catch! We partner with asset managers to feature their funds in Lasso, which advisors can then choose to include in proposals.

Who can use Lasso?

Anyone can use Lasso! BUT, to sign up for the advisor portal, you must be a registered financial advisor. That means you must have a verifiable CRD number from FINRA or the SEC and be able to provide a verifiable work email address.

Don't meet these criteria? You can still download the Lasso app to be matched with our network of verified financial advisors.

I use (insert fund name) at my firm. Can I use that on Lasso?

Maybe! We are always in talks with new asset managers to bring their funds onto Lasso. Reach out to and we'll see what we can do.

How do I get started?

Head over to to create your free account.

Advisor Resources


5 Unique Aspects of Lasso

By: Brian Smith
There are a lot of lead generation tools available to advisors. But most come with a big financial cost even when leads don't become clients.

Read Blog Post


The Hardest Part of Prospecting

By: Brian Smith
We put up a poll question asking advisors what the hardest part of finding new clients is. Find out what advisors are saying.


How to use Lasso for Advisors

By: The Lasso Team
In this video, learn how to use Lasso to reach new prospects, have better initial conversations and invigorate financial plans with existing clients.


5 Big Problems in Advisor Marketing

By: Brian Smith
In theory, the digital age promises to streamline marketing and simplify the process of getting new clients. But is that how it works in practice?


An Interview with Lasso Founder

An Advisor Lab Podcast
This episode is a discussion with Chip Castille and Becca Long on how Lasso is making investing more social and what advisors can do to simplify onboarding.


How to Build a Proposal in Lasso

By: The Lasso Team
In this video, see how easy it is to build a proposal for a Lasso lead. All it takes is 60 seconds to send some insights about how you could help prospects reach their goals.

A Better Way to Find New Clients

Connect with (Qualified) Leads

Find leads who are actively looking for professional help improving their financial plan - and set up filters so you only see leads who meet your requirements.

Create a Proposal in Minutes

After viewing an investor's plan, use the in-app proposal builder to quickly show investors how you can help them reach their goals.

Build on it Together

When an investor accepts your proposal, take the conversation out of the app and into your book of business.

Grow Your Firm with New & Existing Prospects

Keep the momentum going by connecting with more new prospects through the app, and share it with your current prospect list to help them reach their goals.

Learn More About Lasso - it's free!

We're confident you'll find qualified prospects.