Premium Prospect Lists for Financial Advisors
Custom-built prospect lists, delivered to spec.
The Process
Select your target market, geography, volume, and data fields. You define the criteria — we build to it exactly.
Your list is hand-built by someone who knows what converts. No algorithm. No bulk export. A curated, verified prospect list built to your spec.
Receive your list within 3–5 business days, formatted and ready to load into your CRM or dialing software. Pick up the phone and go.
Why Apex Aureus
Built by a former financial advisor who knows exactly what a good prospect looks like — not a data vendor guessing.
Every list is delivered within 3–5 business days. No waiting weeks for data that's already outdated.
Physicians, attorneys, business owners, executives — you name the target, we build the list around your exact parameters.
The quality of these lists is unlike anything I've used before. I booked three appointments in my first week dialing."
Northwestern Mutual — Southwest Region
Pricing
All packages delivered within 3–5 business days. Need something more specific? Use the custom order form below.
Starter
500 contacts
Professional
1,000 contacts
Elite
2,500 contacts
Need something specific?
Custom volume, niche targets, or unique criteria — we'll build it. Request a custom quote below.
Tristan Seibert
Founder — Apex Aureus
I spent years as a Northwestern Mutual financial advisor. I know firsthand what it takes to build a pipeline from scratch — the cold calls, the rejections, and the grind of turning a cold market into a warm one.
What I also know is that the quality of your list determines the quality of your conversations. A bad list wastes your time. A great one puts you in front of people who are actually positioned to become clients.
I built Apex Aureus because I wanted other advisors to have access to what I wish I'd had — a simple, reliable way to get a high-quality prospect list built to their exact criteria, without the guesswork. You focus on the conversation. We'll handle the list.
"I know what a good prospect looks like — because I spent years calling them."
Former Northwestern Mutual Financial Advisor. Founder of Apex Aureus. Every list is built with the same standard I held myself to in the field — if I wouldn't call it, I won't send it.