Client Feedback

What Our Clients Say

Real results from wealth managers using Leadvon to fill their calendars with qualified HNW prospects.

Lead Quality

"It's nice to see what the clients wants and what is their situation. I don't get leads like this from my office đŸ˜…"

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20% Conversion

"The leads are doing great, around 20% signed already."

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Client Report: Maxim

"25 leads received, 20 Showed up, 7 Signed, 10 In progress, 3 Not a good fit."

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57% Close Rate

"4 out of 7 already signed :)"

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Tobias K., Wealth Advisor

"The pre-call briefs are a genuine differentiator. My team enters each meeting already informed about the prospect's financial situation, objectives, and pain points. It has meaningfully reduced the time we spend on discovery."

Andrea M., Independent Advisor

"We previously relied on cold outreach lists with inconsistent results. Since working with Leadvon, our appointment show-up rate has improved significantly. Approximately 80% of scheduled prospects attend the call."

Daniel R., Portfolio Manager

"After working with three other lead generation providers last year with disappointing results, the contrast with Leadvon has been striking. The prospects are well-qualified and genuinely interested. We closed two new clients within the first month."

Stefanie B., Family Office

"The quality of the pre-meeting preparation material is excellent. Our advisors spend noticeably less time qualifying prospects during the call itself, which allows the conversation to focus on advice and solutions instead."

Marc T., Private Banker

"I was initially hesitant, but the lead quality has proven consistent. A recent prospect arrived with a portfolio of approximately CHF 2.5M. That caliber of client is not one we would typically reach through our own pipeline."

Lukas H., Wealth Management Firm

"Our weekly appointment volume has increased substantially and our calendar is consistently full. The level of qualification is strong and we rarely encounter prospects who are not a genuine fit for our services."

Nadia L., Financial Advisor

"What stands out is the self-scheduling model. Prospects book the call at their own initiative, attend reliably, and are already engaged in the conversation. It is a fundamentally different and more efficient experience than cold outreach."

Thomas W., Partner

"We onboarded our largest client to date through a Leadvon lead, a CHF 3M portfolio. The full process from initial introduction to signed mandate took approximately three weeks, which is notably efficient for our practice."

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© 2026 Leadvon

Private Wealth Appointment Generation

Leadvon is a DBA of Leadvanta LLC

Leadvanta LLC — 30 N Gould St Ste 100, Sheridan WY 82801

Company Reg. No. 2026-001883777