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How much do AI prospecting and lead generation tools cost for financial advisors?
Short answer: Of 4 prospecting and lead generation tools we list, 3 publish prices. The lowest starting price is LinkedIn Sales Navigator (From $119.99/mo) and the highest is Catchlight (From $2,500/yr). FINTRX prices by quote.
Starting prices, lowest first
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| LinkedIn Sales Navigator | From $119.99/mo | None listed | Pricing details |
| Indyfin | From $99/user/mo | None listed | Pricing details |
| Catchlight | From $2,500/yr | None listed | Pricing details |
| FINTRX | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Plan-by-plan
LinkedIn Sales Navigator
- Core: $119.99/month, or $1,079.88/year per license
- Advanced: $159.99/month, or $1,799.88/year per license
- Advanced Plus: Request a demo
Catchlight
- Catchlight for Small Firms: $2,500/year
- Lead Portfolio Analysis: $10,000 one-time
See features and fit on best prospecting and lead generation tools for financial advisors.
FAQ
How much do prospecting and lead generation tools cost for financial advisors?
Of 4 prospecting and lead generation tools we list, 3 publish prices. The lowest starting price is LinkedIn Sales Navigator (From $119.99/mo) and the highest is Catchlight (From $2,500/yr). FINTRX prices by quote.
What's the cheapest prospecting and lead generation tool for advisors?
By published starting price, LinkedIn Sales Navigator at From $119.99/mo (as of October 21, 2026). The cheapest tool isn't always the best fit; compare features and integrations too.
Are paid lead services worth it for advisors?
It depends on your niche and close rate. Ask any vendor how leads are sourced and whether they are exclusive before you sign up.