Timing Is Everything

We get you in front of affluent prospects that need to make a financial decision

Improve closing rates

Financially Triggered Events

Odegee prospects have triggering events that allow advisor and prospectors to see assets that have become readily available.

Quickly Grow Assets

Increase Asset Flow Velocity

Odegee lead base drastically cuts down on prospecting time by allowing you to focus on a market that has the highest rate of meeting and closure rates.

Prospects Built Around You

New Opportunities Added Daily

Get a flow of prospects that fit your niche, background and experience.

Get Ready To See Your Book Grow Quickly

How many different platforms and processes are you using to prospect? Technology and services are becoming overly complicated and adding layers of time wasting.

Data Drives New Business

We build the engine that brings together affluent money in motion opportunities.

Load & Go

Easily available to put into your CRM to keep leads and prospects in the pipeline.