Meet Valora
Autonomous AI BDR for RIAs
She finds HNW and UHNW, sends personalized outreach, handles objections and books appointments at a fraction of the cost of a human BDR.
Your Best Referral Years Are Behind You
Your backers want 20% organic growth. You are delivering 5%
Your advisors have empty calendars
Your COI relationships are becoming a liability
The Clients Who Would Choose You First Will Never Find You.
You don't have a growth problem. You have a visibility problem and you've been calling it a referral strategy. Every advisor on your team is invisible to the investor who isn't already inside someone else's network. Today that changes.
Introducing Spaces
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Exclusive Prospects
24/7 AI Outreach
Compliant-first
Live in 10 Minutes
Annual wealth transfer amount
Access a Universe
of 120M Households
Set your firm's criteria and each advisor's ICP from net worth, investable assets, liquidity events, business ownership and much more.
Know Who You're Reaching
and Engage Them
Every prospect comes with a full financial picture with assets, career signals, life events, and behavioral data so your advisors walk into every conversation already knowing who they're talking to.
Sep 2026
Qualified Appointments Scheduled on Your Advisors Calendar
Every call is with a prospect who knows your firm, understands why you're reaching out, and has already raised their hand to talk about their wealth.
Roll Out Across Your Entire
Firm in Minutes
Onboard your advisors
Add your advisors, define each one's ideal client profile, and connect your firm's CRM, calendars, and compliance stack.
Agents activate automatically
Each advisor gets their own team of AI agents that engages prospects in their voice that's personalized, compliant, and always on.
Meetings land on their calendars
Your advisors never touch the outreach. We handle everything end-to-end, so their only job is showing up and closing.
Built for RIAs Beyond Traditional Business Development
Qualified Appointments Within Weeks
Most firms see qualified appointments landing on their advisors' calendars within three weeks, with no ramp up period and no waiting for results.
Deployed Across Your Entire Firm within Minutes
Every advisor gets their own agent, their own ICP, and their own pipeline of qualified prospects from the moment they go live.
Full Visibility Into Every Advisor's Pipeline
Firm leadership gets a complete view of every outreach campaign, every booked appointment, and every conversation across the entire team.
Completely Hands-Off for Your Advisors
Your advisors never touch the outreach. Our team manages the entire process end to end, so every advisor on your team spends their time serving clients and closing business.
Most tools overwhelm.
Most agencies disappoint.
SDRs are slow to ramp and need handholding.
Tools require tinkering, testing, & fixing issues.
9:00 - 9:30 AM
9:00 - 9:30 AM
9:30 - 10:00 AM
Agencies promise results, but deliver poor leads.
We reach to 5x more prospects than anyone in the market
 Spaces | Lead marketplacese.g. SmartAsset, Zoe | SaaS toolse.g. Finny, Catchlight | |
|---|---|---|---|
Appointments booked for you | |||
Advisor time required | Zero | Several hrs/week | Many hrs/week |
Prospect quality | Mixed, non-exclusive | Self-sourced | |
Scales across your firm | |||
Automated lead routing | |||
Facebook & Google integration | |||
Exclusive to your firm | |||
Guaranteed appointment within 3 weeks | |||
Dedicated enterprise support |
Your questions
answered.
Retainer + performance fee tied to your AUM growth. Partnership model where we align our success with yours. We only win when you close new business and grow AUM.
We deliver exclusive prospects + confirmed appointments, not shared leads. SmartAsset sells the same lead to multiple advisors and expects you to do follow-up. We source exclusive HNW prospects, handle every touchpoint, and deliver confirmed appointments.
Done-for-you service vs. software your team has to learn. Finny requires your advisors to learn, configure, and work the system. Spaces handles everything before the call — no learning curve, no hoping for adoption.
Confirmed HNW appointments on your calendars within 21 days. If we don't deliver qualified appointments within three weeks of onboarding, we'll explain exactly why and make it right.
Integrates with your CRM, calendars, and compliance tools. Works with your current CRM, notetakers, calendar, Facebook, and Google ad accounts. Enhances what you have rather than replacing it.
AI handles scale, humans ensure quality and compliance. AI agent manages prospecting and follow-up at scale. Human team oversees compliance and judgment calls. Speed of AI with human quality control.
Every message is SEC/FINRA compliant by design. Compliance built into the platform from day one. All communications are logged, reviewed, and structured to meet regulations. We manage it, not you.
Advisors targeting $1M+ AUM clients. Built for firms where advisors focus on high-net-worth clients with minimum $1M AUM targets.
Automatic re-engagement until new appointments are booked. Our re-engagement agent follows up automatically. Cancelled appointments don't disappear — they re-enter the sequence.
Automated routing to the best-fit advisor based on location and specialty. Prospects are automatically matched based on location, specialty, AUM target, and capacity. No internal coordination needed.
10 minutes to set up, appointments start within 3 weeks. Connect systems, build ideal client profiles, configure routing, launch outreach. Most firms see first appointments within three weeks.