How we help
Banks
Broker Dealers
Custodians & TAMPS
We Help You Compete
Fewer than 5% of clients today receive truly comprehensive wealth management solutions.
Yet more than 95% would benefit from them—asset allocation alone can’t compete.
To lead, firms need three things: best-in-class software, knowledge, and a steady stream of quality leads. We deliver all three. Fail to, and your clients become prospects for those who can.
It’s no longer 2005. Originating a wealth management line of credit should take five minutes. It should be fully Reg Z compliant. Firms should be able to deliver purpose and non-purpose solutions at scale, alongside tailored lending.
Seventy percent of your clients already borrow money—if at least three percent aren’t borrowing from you, you’re not just behind, you’ve made a strategic choice to be uncompetitive and to deliver suboptimal outcomes. If you’ve crossed five percent, congratulations. Now let’s aim for 70%.
This isn’t a pitch; it’s the baseline. Supernova provides the end-to-end infrastructure—origination, payment processing, collateral monitoring—that makes it possible. Unconstrained, it can do all of the above. If you’re already a client, thank you. If not, it’s time to restart the conversation.
Anasova is a marketplace of financial planning leads. We rank in the top 5 for SEO across 30 categories and run campaigns on platforms like Google to connect you with people actively planning their financial futures. What makes us unique: you set the price, you set the criteria—with over 50 filters to target as broadly or as precisely as you want.
97% of our traffic delivers marketing-qualified leads ($7–$70)—people seeking ideas via email to build trust and engage on their terms. The remaining 3% are sales-qualified leads ($200–$1,500+), ready for a call with an advisor now. With built-in automations that push data to virtually any CRM, nurturing is seamless. And if you haven’t seen our AI enrichment, you should. See why 10% to 30% of your marketing budget should go to building your long-tail pipeline.
Spend more than $100,000 on direct to consumer advertising? Check out our lead conversion widget for your website.
We teach advisors the why of wealth management lending—and we’ve done it for virtually every major firm. From keynote speaking and train-the-trainer programs to white-label content and Regulation W expert opinion letters, our work helps institutions drive adoption, manage risk, and lend responsibly.
For nearly two decades, we emphasized the importance of lines of credit as a form of standby liquidity. Today, we add the math: demonstrating how the quantity of money directly shapes outcomes. The best firms rely on us to equip advisors with the knowledge and conviction to deliver superior solutions that help clients achieve their goals.