Lead Pilot Is 5 Tools-in-1, at an Insanely Affordable Price

You couldn't find this much quality, customizable content anywhere else for this price alone. We guarantee it.

Lead Pilot
Billed Annually Billed Monthly
$100 seat/mo

Additional Seats

Add additional seats to your account. Invite users to join multiple teams, improve your workflow and support your marketing operations. Learn More


Whether you're a broker dealer, IMO or another enterprise firm looking for multiple seats and capabilities to oversee and manage your advisors we can build a custom solution for you.

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What's Included

Lead Pilot is more than just a marketing software

Customizeable Content

Customizable Content

Hundreds of exclusive pieces of editorial content, completely customizable to your firm.

Visual Graphics

Visual Graphics

Videos, infographics and professionally crafted content designed for maximum engagement.

Social Media

Social Media

Social media scheduling that keeps you top-of-mind and in prospects’ social feeds.

Email Marketing

Email Marketing

Email drip marketing that allows you to nurture both client and prospect relationships.

Lead Scoring

Lead Scoring

Lead qualification with an AI-powered LEAD Score so you can prioritize leads.

Landing Pages

Landing Pages

Branded landing pages that reinforce you and your firm as the financial expert.

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Base Account


Additional Seats

Customizable content library
3 Social Profile Connections
(Facebook, Twitter, Linked)
Multiple Social Profile Connections
Unlimited Social Post Scheduling
Unlimited, mobile-responsive landing pages and pop-ups
Automatic SSL Encryption
Lead Qualification with AI-Powered LEAD Scoring
Automatic SSL Encryption
Lead Qualification with AI-Powered LEAD Scoring
Third-party Integrations
Automatic Archiving
Real-time Analytics
Chat and Email Support
Unlimited Contacts
Unlimited Email Sends
List Segmentation
Unlimited Campaigns
Multiple User Roles
Team-Level Users
Engagement Tracking by Seat and Team
Custom Onboarding
Monthly Reporting and Coaching Call
Monthly Campaign Launch Assistance
Best Practice Advice & Strategic Consulting

Get Started With Lead Pilot Today

Dave Grant

Since signing up for LeadPilot, almost everything has been seamless, and if not, support was quick and helpful. Moving over my subscribers from another platform, linking all of my social accounts and building campaigns has been very easy. In running my content campaigns, I’m able to track metrics to see which topics are successful and Lead Pilot's content team delivers a lot of fresh, well-produced content on a frequent basis. I love being able to choose from written, video, and infographic content across various topics. I’m able to put out new content each week, after I’ve customized it, and also throw in my own content when I produce it. Current clients love the timely information and regular content, and new leads can easily sign up from blog posts to get content delivered to them. I’m very happy using LeadPilot so far, it’s been well worth the financial investment, and I look forward to seeing this platform evolve in the future.

Dave Grant, CFP® Retirement Matters, Inc.

Available Add-Ons

Easily scale your team and make onboarding a breeze

$100 Per seat per month

Additional Seats

Our unique seats and teams structure allows you to group members together, making it easy to deploy cohesive, consistent on-brand messaging while still allowing advisors to connect their individual social profiles and deploy content that speaks to their unique audiences.

Group Members Together

Individual users can be part of their own team or part of any number of additional teams, allowing users to work together across a single Lead Pilot workspace. If your team has an admin or marketing manager for instance, they can easily upload content or edit a piece once and then share on behalf of multiple users.

Share Content & Analytics

All users within a team can create and share content and analytics - making it incredibly easy for multiple advisors under one account to work together. Easily track what has been shared by each user and what is getting the most engagement across each seat or team.

Stay On Brand But Remain Unique

Seat users can create their own branded landing pages and connect to their own social networks allowing them to target their networks and only deploy content relevant to their audiences while ensuring brand consistency with the organization as a whole.

Special Offers

$283.25 Per month
Lead Pilot + Website Engine

Leverage the power of our entire marketing ecosystem by bundling and enjoy reduced pricing.

Annual plans only. The $283.25 fee represents the monthly breakdown to use both tools, but plans will be charged annually, at $2,091 per year for Lead Pilot and $1,308 for Website Engine.

Ready To Do More With Your Marketing?

Contact us to add one or more of our Premium Add-Ons to your account

Frequently Asked Questions

  • Lead Pilot is the most powerful lead generation software built specifically for financial advisors. Whether you’re an independent RIA or affiliated with a broker-dealer, if you want to grow your email list, boost conversions and convert more leads then you need Lead Pilot.

  • Nope! Choose your preference - annual or monthly. However, similar to an investment plan, we’ve found over and over that customers who commit to a full year of using Lead Pilot see far greater results in both the short and long-term.

  • Absolutely not. You can create and customize beautiful lead capture forms, infographics and more from our robust library without any coding or marketing knowledge. Lead Pilot is extremely user-friendly but if you ever get caught-up we offer live chat support.

  • Break free from dry, technical, financial content. Our library includes editorial style content, infographics, and videos. Rest assured that everything we craft for you is editorial in nature and doesn’t offer advice or act as an endorsement, to keep you compliant.

  • Yes. All content created and deployed on the Lead Pilot platform is archived for a minimum of seven years.

  • Not at all. Your success is our success and we do not place any limits on the number of contacts or leads you may have in your account.

  • If you ever have questions or need assistance, our support team is happy to help! Just email support@leadpilot.io or start a conversation with us inside the app.

  • There are so many resources available within Lead Pilot’s support center, blog and webinars to help answer any questions you may have!

Bundle & Save: Leverage the power of our entire marketing ecosystem and enjoy reduced pricing on both tools.



Hit the ground running by working with one of our Client Success Specialists. To help you succeed, every customer receives a free 30 minute onboarding session. Together, we will set up your Lead Pilot account so that you can start utilizing the power of automated content marketing right away.

  1. Create an Account

    Signing up is easy! Create your Lead Pilot account to get started.

  2. Complete a simple form to align your onboarding time with your goals:

    • Generate new leads
    • Nurture existing clients with content
    • Grow social media presence
    • Automate marketing efforts
  3. Choose what areas to deep dive into:

    • Email set up and template design
    • Linking social media accounts (Facebook, LinkedIn, Twitter)
    • Customize landing page branding (logo, headshot, brand colors)
    • Building campaigns
    • Importing contacts
    • CRM integrations
  4. Meet our award-winning success team:

    Schedule a time a 30 minute onboarding session with one of our Success Specialists.