Momentum

What it is

Momentum is a platform for RIAs and wealth teams who need marketing infrastructure that respects compliance workflows. Each firm gets branded microsites, assessment funnels, lead intelligence, and a dashboard that ties activity to pipeline — without bolting together five separate tools.

Core capabilities

Advisor micrositesCustom domains, SEO, services, and trust signals

Lead funnelsAssessments and landing pages with UTM attribution

Lead scoringHot, warm, and cold routing with source tracking

Marketing ROIFunnel analytics, spend logging, and exportable reports

Nurture & recoveryFollow-up and abandon sequences

Firm rollupMulti-advisor visibility and template controls

Who it's for

SEC-registered RIAs scaling lead flow beyond referrals
Wealth teams launching local SEO or paid search with compliance review
Multi-advisor firms that need one view of marketing performance

How engagement works

Most firms start with a structured pilot: microsite and funnel setup, tracking validation, and a fixed evaluation window to prove cost per qualified lead before scaling to additional advisors or campaigns. Scope, timeline, and commercial terms are defined per firm — not published here.

Compliance posture

No performance guarantees in platform copy templates
Disclosure and consent patterns on public funnels
Review-friendly publishing workflow before go-live

Interested in a pilot?

Talk to ninety two about fit, compliance workflow, and what a pilot looks like for your firm.

Book a strategy call

What it is

Core capabilities

Who it's for

How engagement works

Compliance posture