Pre-purchase view
AnonymizedTier AEmail + phoneCO-5821 · Colorado · age 58
Roth conversion window before retirement
- Fit score
- 94
- Est. net worth
- $2.2M est.
- Retire by
- Age 65
- Lead price
- $149
Retirement Atlas live bridge
Retirement leads with context for the first conversation.
Every lead starts in the Retirement Atlas. Advisors see the planning trail, stated concern, price, and one-buyer rule before buying. The first call has a starting place.
See what the consumers go through at theretirementatlas.comFuture map
Anonymous journeys becoming visible demand.
The map stays private. The marketplace only sees the planning signal.
Step 1Journey starts
Step 4Signals form
Step 7Opt in
Step 10Listed lead
Latest signal
Plan complete, asked for advisor — energy exec preparing for exit
- Leads available now
- 18
- Est. total net worth
- $30M est.
- Leads purchased this month
- 0
Source
Retirement Atlas trail
Quality data
State, score, tier, concern
Price
Shown before purchase
One buyer
No shared resale
Lead anatomy
Know what you bought. See what unlocks.
Same lead. Same stats. Identity held back until purchase.
Purchase
Unlock
Post-purchase workspace
CO-5821 · Unlocked“I want to know how much we can convert before retirement without boxing ourselves in later.”
- Est. net worth
- $2.2M est.
- Retire by
- Age 65
- Monthly
- $7,200
Retirement Atlas trail she completed
Where the leads come from
Every lead is a real person mapping their retirement.
Before a lead reaches this marketplace, it starts on the consumer side — at the Retirement Atlas. Here’s the path, end to end.
Visits the Retirement Atlas
A pre-retiree lands on our free consumer planner — from search, social, or a calculator campaign.
Builds a retirement map
They work through their retirement map: savings, income, tax buckets, and what a good retirement actually looks like.
Can ask for an advisor
Anywhere along the way, they can raise their hand to be matched with a licensed advisor.
Then it becomes one of two leads
Hot lead — intent
They explicitly raised their hand. That request is the strongest buying signal there is, so it carries a premium over a planning lead at the same tier.
Planning lead — by net worth
Still a real planner with a finished retirement map, just no advisor request. We bucket them A–E by net worth so you decide who’s worth the first call.
Either way it’s a real, consented lead. The only difference is why you’d buy it: a raised hand, or a high-net-worth planner worth reaching first.
Retirement Atlas signal variety
Journey signals, not lead labels.
Advisor Atlas Leads reads the planning trail: dreams, tools, account buckets, and the moment they ask for help. Consumers are encouraged through useful calculators and visual journey stops, not a generic lead form.
Tool signal
Roth conversion timing
Savings stop + Roth conversion preview
“Roth conversion window before retirement”
Prompted by calculator: The Retirement Atlas invites them to test a Roth window after they enter savings and tax buckets.
Journey signal
Account sequencing
Savings stop + Withdrawal sequence preview
“Which account should we spend from first?”
Prompted by planning stop: The journey asks them to compare what they spend first, so account order becomes visible intent.
Journey signal
Lifestyle target
Perfect Day + Goals
“Wants 8 weeks of family time per year”
Prompted by dream setup: The Retirement Atlas asks what a good retirement day looks like before the numbers get heavy.
Tool signal
Social Security timing
Social Security stop + claim optimizer
“Claim at 67 or wait until 70?”
Prompted by optimizer: Claim-age questions are framed as tradeoffs, encouraging consumers to run the optimizer.
Journey signal
Home, state, and taxes
Home & state stop
“Moving states before retiring”
Prompted by future map: Housing and state questions are tied to the future map, so consumers can see why location matters.
Tool signal
RMD and legacy planning
RMD calculator + Goals
“Needs a legacy plan before retiring from energy”
Prompted by legacy goal: Legacy goals lead naturally into distribution questions, so the tool captures timing and beneficiary intent.
Where every lead comes from
Every lead finished this flow before asking for an advisor.
Walk it yourself. Questions answered, tools run, plan written. By the time a lead lists here, this is everything the consumer has already done. It is the fastest way to know what shows up in every dossier you buy.Open the consumer journey →
Retirement
Atlas
Platform flow
See how intent becomes inventory.
Marketing run
Reach the planner.
Retirement Atlas ads, content, and calculators bring in people with real retirement questions.
Source, run, and UTM stay attached
The wedge
A public marketplace that shows the thing advisors actually buy.
The homepage is not just a promise. It shows live, anonymized inventory from the Retirement Atlas and lets advisors inspect fit before making an account.
Live anonymized inventory, not a static marketing claim
One buyer per lead, not shared resale
State-aware outreach permissions before contact
Post-purchase workspace with the full handoff packet
Marketplace proof
The lead is visible before the identity is.
Advisors can see the planning concern, fit, source, and price. Contact details unlock only after purchase.
SignalPriceBuy
How leads reach the marketplace
The platform turns demand into inventory.
Consumer marketing sends people into the Retirement Atlas. Their opt-in planning signal becomes a locked Advisor Atlas Leads listing.
Consumer path
Marketing does not create the lead. It brings the planner to the journey.
01Marketing ops
Demand capture
Acquire
Search, social, and calculator campaigns send real planners into the Retirement Atlas.
RunSpendSource
02Retirement Atlas
Journey + tools
Engage
The consumer works the journey and shows what they are planning toward.
DreamEst. net worthTools
03Bridge
Signed lead bridge
List
A help request becomes a locked Advisor Atlas Leads listing.
Lead codeTierState
04Advisor Atlas Leads
Advisor workspace
Unlock
Purchase pulls the full handoff packet into the advisor workspace.
ContactTrailBriefing
Demand engine
How we get and market the leads.
The Retirement Atlas is the consumer product. Advisor Atlas Leads is the marketplace. The demand engine watches which sources create buyable intent.
Search
High-intent planning questions
Roth windows, Social Security timing, withdrawal order.
Google + SEO
Social
Dream-led planning creative
Perfect-day imagery brings planners into the journey.
Meta tests
Calculators
Tool-first capture
Free focused tools create specific advisor-fit signals.
Planning toolbox
Retargeting
Return to the map
Incomplete journeys get brought back to finish and opt in.
Email + pixels
Newest lead just came in
Hot off the press: the latest lead appears here the moment a consumer asks for advisor help.
Just came inEmail + phoneTAL-DEMO-A-HOT-TX · Texas · age 64
Plan complete, asked for advisor — energy exec preparing for exit
Leave a legacy
- Time on
- 4d 13:53:41
Fit
96
Price
$595
Just came inEmail + phoneTAL-DEMO-B-HOT-CA · California · age 59
Plan complete, asked — wants to RV-travel before kids leave
Freedom & adventure
- Time on
- 4d 15:53:41
Fit
96
Price
$468
Just came inEmail + phoneTAL-DEMO-D-HOT-AZ · Arizona · age 61
Plan complete + asking — wants lake property in 2027
Lake & boat days
- Time on
- 4d 17:53:41
Fit
76
Price
$213
Just came inEmail + phoneTAL-DEMO-E-HOT-IL · Illinois · age 54
Asked for advisor mid-plan — health scare prompted the planning
Wellness & strength
- Time on
- 4d 19:53:41
Fit
71
Price
$128
Auto-buy
Let your rule buy the right lead when it appears.
Set the rule once: licensed states, tier, score floor, contact permissions, and monthly cap. When a fresh Retirement Atlas lead fits, auto-buy purchases it from your balance, adds it to your workspace, and notifies you.
Rule1
Choose your fit
States, tier, score floor, contact permissions, and monthly cap.
Fit2
New lead lands
Advisor Atlas Leads checks every fresh Retirement Atlas opt-in.
Own3
Your rule buys it
The purchase runs from your balance, then the lead opens in your workspace and you get notified.
Armed rule preview
Tier A, CO + AZ, $1M+ est. net worth, phone allowed.
Monthly cap protects spend. One-buyer purchase protects the relationship.
Status
Ready
Cap
$1.5K
Mode
Auto