Poseidon

Poseidon is a relationship automation platform built specifically for wealth advisors. It helps RIAs build trust with high-net-worth prospects through personalized, multi-channel campaigns that are fully compliant and scalable. The platform addresses common growth challenges such as time-consuming cold outreach, unpredictable referrals, lack of visibility into prospecting effectiveness, and compliance risks. Poseidon automates content creation and distribution, turning short advisor sessions into months of videos, posts, and emails. It offers both a self-serve platform and a fully managed service with a dedicated growth team. Advisors using Poseidon report saving 85% of prospecting time, achieving 35-40% connection rates, and generating significant AUM growth—with one client adding $80M in AUM in 2.5 months. The platform includes pre-built templates, compliance logging, and analytics to track performance. It is designed to help advisors break through growth ceilings by systematizing relationship building.

Key Benefits

• Saves 85% time on prospecting
• High connection rates (35-40%) and response rates (20-25%)
• Compliance-friendly with pre-built logging and templates
• Done-for-you content creation (30+ posts per month)