Helping Financial Advisors Predictably Scale Their
Business Online

What We do: Scaled Advisor is the leader in lead generation for financial advisors! Our automated, quality lead generation and follow-up system serve advisors across the United States and Canada. We continue to deliver exceptional results for our clients.

We understand how rough lead generation for financial advisors can be. From support teams that do not respond to leads that never opt-in and competition between advisors for the same leads, we understand what hurdles you need to jump in order to succeed.

We offer a simple framework that maximizes your resources to get the most leads in a short amount of time, with measurable results. Scaled Advisor also has powerful training guides and a dedicated support team, because your success is important to us.

We're On a Mission to Revolutionize Client Acquisition
for Financial Advisors

Meet our team

Martin Mahdavian


Jay Mansour


Ryan Beik

Senior Growth Consultant

Inder Singh

Data Analyst

Rosabelle Marsilla

‍Growth Consultant

Andrew Luong

‍Account Manager

Narmin Madani

‍Growth Consultant