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 referral network is tapped out
Your backers want 20% organic growth. You are delivering 5%.
Your advisors have empty calendars.
Your COI relationships are becoming a liability.
Buying books of business does not work anymore.
The Clients Who Would Choose You First Will Never Find You.
Your firm didn't build a growth problem. It built a visibility problem and called it a referral strategy. Every advisor on your team is invisible to the investor who isn't already inside someone else's network. You're not losing to competitors. You're losing to a blind spot the entire industry shares and nobody is fixing. Today that changes
Introducing Spaces
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Exclusive Leads
Always On
Built for Compliance
Quick Setup
exchanging hands annually
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 | Paid adse.g. Google, Facebook | Referrals & COIse.g. lawyers, accountants | |
|---|---|---|---|---|---|
Appointments booked for you | |||||
Advisor time required | Zero | Several hrs/week | Many hrs/week | Some hrs/week | Many hrs/week |
Prospect quality | UHNW, HNW, pre-qualified | Mixed, non-exclusive | Self-sourced | Intent unknown | High but unpredictable |
Scales across your firm | |||||
Automated lead routing | |||||
Facebook & Google integration | Partial | ||||
Multi-channel follow-up | |||||
Re-engagement | |||||
Exclusive to your firm | |||||
Guaranteed appointment within 3 weeks |
Your questions
answered.
Partnership model where we align our success with yours. Retainer plus performance fee on AUM closed. Our incentives are completely aligned with yours, we only win when you grow.
SmartAsset sells the same lead to multiple advisors and expects you to do all the follow-up yourself. Spaces sources exclusive HNW prospects, handles every touchpoint before the call, and delivers a confirmed appointment — not a name and a phone number.
Finny is a software. Your advisors have to learn it, configure it, and work it to get anything out of it which means more training, more time, and inconsistent results across your team. Spaces is done for you. We handle everything before the call so your advisors show up to confirmed appointments with qualified HNW prospects. No learning curve, no tweaking, no hoping your team adopts a new tool. Just a full calendar.
Within three weeks of onboarding, you will have confirmed appointments on your advisors' calendars with qualified HNW prospects. If we don't deliver, we'll tell you exactly why and make it right.
Spaces integrates directly with your CRM, notetakers, calendar, Facebook, and Google ad accounts. It works with what you already have — it doesn't replace your tools, it makes them work harder.
Both. Our AI agent handles prospecting, sequencing, and follow-up at scale. Our human team oversees compliance and anything that requires judgment. You get the speed of AI with the quality control of an experienced team behind it.
Compliance is built into the product from day one. Every communication, touchpoint, and piece of outreach is logged, reviewed, and structured to meet SEC and FINRA requirements. You don't manage it — we do.
Spaces is built for firms where advisors have a minimum AUM target of $1M and above.
Our re-engagement agent follows up automatically on the advisor's behalf until a new appointment is booked. Cancelled appointments don't fall off the radar, they go back into the sequence.
Lead routing is automated. When a prospect comes in, Spaces matches them to the best-fit advisor in your firm based on location, specialty, AUM target, and capacity. No internal coordination needed.
Onboarding takes less than an ten minutes. We connect your systems, build your ideal client profile, configure routing rules, and launch outreach. First appointments typically land within three weeks.