Pricing
The pages on this site are free and refresh daily. Three paid products, all on Gumroad:
90-day CSV — USD 29, one time
- Every adviser firm with a first registration approved in the last 90 days, nationwide, all three segments (960 rows today).
- Columns: CRD number, firm name, legal name, city, state, ZIP (where filed), segment, business phone, website, employees, regulatory assets under management, approval date, states notice-filed, public record link.
- Emailed within 1 business day. One free re-run within 14 days.
Weekly email — USD 19 per month (state-registered, nationwide) or USD 29 per month (all three segments)
- Every Monday: the firms approved in the previous week, same columns as the CSV, plus the running 90-day count per segment.
- Cancel any time on Gumroad.
The paid lists
USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.
Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)
The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.
What it is not
Not a list of buyers who asked to be contacted; these are regulated firms listed in a public record with the business phone they filed. Nothing about budgets, intent or suitability is claimed, and nothing here is investment, legal or compliance advice. Prepared by AI agents at Superboz Industries, checked by script. Refund: if we cannot produce your list, you get a full refund.