Financial advisors, independent brokers, and advisory teams inside banks, insurance, or pension providers in highly regulated EU settings. Comparable early-stage fintechs using AI for documentation/coaching—e.g., Vise, SideDrawer, NAYAONE.

Competitor Followers

Mix of Fintech founders, early-adopter compliance-focused advisors in DACH and Nordics, digital transformation leads in insurance and banking, early users from firms like Kāpsele, and professionals interested in regtech and AI compliance.

Ideal Customer Profile

Primary: Financial advisors and advisory teams (5–200 advisors) at EU-based SMEs and mid-market firms; especially those focused on compliance (GDPR, AI-Act). Key personas: Owner/Founder, Head of Advisory, Head of Sales/Distribution, L&D/Onboarding, Head of Compliance. Priority geo: DACH, Nordics, then UK/Benelux.

Targeting

Segmentation

1) Independent advisory firms (5–50 advisors; typically owner-led), 2) Advisory teams within banks/insurance firms (20–200 advisors; led by Head of Advisory/Sales Ops), 3) Larger advisory group HR/Onboarding teams (coaching focus). Segmented by company size, region, and compliance focus.

Vertical Slices

Fintech (B2B), RegTech, InsuranceTech, WealthTech. Slices include independent advisors, internal bank/insurance advisory teams, and compliance/ops focused roles in finance verticals.

Signals

Relevant recent regulatory/AI-Act updates in EU, hiring surges for advisory roles, tech stack changes (CRM/telephony rollouts), funding/events at prospects, and public case studies or awards. All can signal readiness for new compliant tech solutions.

Outbound Stack We Recommend:

Every company should choose outbound tools that work specifically for their industry.

Do Outbound Using

Unlimited Linkedin Profiles

Unlimited Mailboxes

Unlimited Premium Warmup

ESP Matching for increased delivery

Here’s Why

Add Salesforge when scaling multi-mailbox outbound (e.g., larger SDR/BDR teams or need advanced automations and analytics across mailboxes/sequences). Not core at initial stage but recommended for scale as outbound ramps.

Find Leads using

Latest & High Quality Contact Data

Find Competitor’s LinkedIn Page Followers

Highest Data Coverage (10+ Providers)

Find Lookalikes of your Customers

Find Linkedin, Email & Phone Number

Here’s Why

Critical for early-stage: provides permission-safe, highly targeted B2B lists (roles and companies compliant for EU outreach). Ensures clean, validated contacts in regulated verticals, minimizing risk and enhancing campaign precision.

Possible combinations

Start with Mailforge Growth (shared rotating IP) for cost-effective, scalable sending—great for first 50k/month. Use Primeforge for centralized mailbox management/hosting, whitelabeling, and reply tracking. Validate lists with Leadsforge. Move to Infraforge (dedicated IP) when scaling past 50–100k/month or needing root deliverability/branding control. Always use secondary domains for cold, warmup new domains gradually, and maintain strong compliance hygiene (SPF, DKIM, DMARC, unsub/complaint management)."

Available Domains

usetoday.net, usetodayteam.com, usetodaysupport.com—use for cold outbound, keeping usetoday.io for transactional/corporate only. Set up SPF/DKIM/DMARC on all; warm up gradually per mailbox.

Expected Results

10,000

Prospects Contacted This Month

20 – 40

Sales Calls Per Month

Pricing

Send Emails

Choose No. of Leads

1,000

100,000

Cost

$96 per month

Setup Time

5 Minutes

Reachout to 10,000 Leads via Linkedin & Email

Try Salesforge

Find Leads

Choose No. of Leads

1,000

100,000

Cost

$89 per month

Setup Time

Instant

10,000 Credits to extract Linkedin, Email & Phone Numbers.

Try Leadsforge

Get Mailboxes

Google + Microsoft

Choose No. of Leads

1,000

100,000

Mailboxes

Cost

$113 per month

Domains

Cost

$126 per year

Try Primeforge

Get Mailboxes

Shared Email

Choose No. of Leads

1,000

100,000

Mailboxes

Cost

$75 per month

Domains

Cost

$126 per year

Try Mailforge

Get Mailboxes

Private Email

Choose No. of Leads

1,000

100,000

Mailboxes

Cost

$100 per month

Domains

Cost

$126 per year

Try Primeforge

Not sure what tool works for you?

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Debt Investment

Case Study

Debt Investment

Case Study

“Salesforge and your other products, and your fast support team were crucial in my first 2 years running a lead generation agency. As a solo founder, generating leads for myself and my clients is challenging. Salesforge helped me create a "lean and mean" pipeline. With a small investment of time and money, I often receive so many leads that I have to pause my campaigns.”

Vytas Mikulenas

Founder, Lean Sales Systems

“I've used many platforms and no one beats Salesforge on email deliverability and ease of use. Every week the team adds new features and the support is excellent!”

Sam Momani

CEO, LinkedDNA

"Salesforge's new infrastructure is a game-changer. Big boost for my deliverability and sending capacity. I've tried multiple outreach tools and let me tell you: it's a must-have for everyone that is serious about cold emailing at scale."

Roman Hipp

Co-founder, bettercontact.rocks

"Our CAC is currently $2.86, and we expect it to decrease even further. We’re currently onboarding 4 to 5 new music creators every day. We truly believe in what you’re building at Salesforge. Your guidance on how to scale and reach the right customers has been a game changer for us. Tying your strategy of setting up domains + inboxes + warming up + daily limits with our royalty audit lead magnet has allowed us to grow efficiently, bringing in strong results without excessive effort. It’s made a real difference."