The Business Development AI Platform for RIAs
Spaces runs your entire business development operation from prospect intelligence, personalized outreach, meeting booking, and pipeline growth
so your advisors focus on clients, not leads.
| FEATURES | $997 Advisor / month (annual billing) Guaranteed 30 meetings booked in 90 days Book a Demo | Custom Qualified meetings delivered to advisors Pricing based on volume (custom or per meeting) Book a Demo |
|---|---|---|
| Onboarding process | Dedicated Onboarding Specialist | Dedicated Onboarding Specialist |
| Minimum Seats | 10 | 30+ |
| Prospect deep research | Unlimited | Unlimited |
| Lead contact enrichment | Unlimited | Unlimited |
| Sender tone replication | ||
| Sequencing and scheduling across | ||
| Relevant AI-personalization | ||
| Voice agent | ||
| Slack & iMessage Notifications | ||
| Life Event Signal Triggers | ||
| Done For You | ||
| Automated Follow Up | ||
| Calendar Integration | ||
CRM Integration | CRM Integration | |
Notetaker Integration | Notetaker Integration | |
| Support | ||
Dedicated Success Manager | Dedicated Success Manager | |
Onboarding & Training | Onboarding & Training |
Note: The 10-meeting guarantee is performance-based and requires consistent usage. To qualify, you must send 600+ messages per seat/account every month for 3 months. If you don't hit this usage level, the free-extension guarantee doesn't apply.
Your questions
answered.
We scope every engagement around your firm's specific growth targets, advisor capacity, and prospect criteria. Onboarding takes two weeks. First qualified appointments land within three weeks of launch. We manage the entire process - prospecting, outreach, compliance, follow-up, end to end.
A BDR team takes three to six months to ramp, costs $150K+ fully loaded per head, and still requires your advisors to manage the relationship before the meeting. Spaces delivers qualified appointments faster, at a fraction of the cost, with zero advisor involvement in the outreach process. And unlike a BDR team, we scale across every advisor in your firm simultaneously from day one.
Compliance is built into the platform from day one — not bolted on. Every message is logged, structured, and reviewed against SEC and FINRA requirements. You maintain full oversight. We manage the execution.
Meetings booked. Pipeline filled. You do nothing.
Our team manages your entire Spaces outbound operation from ICP targeting to booked meetings. No hiring. No training. No managing. Just pipeline.