Predict the next $8M Money-in-Motion event 18 months before the money moves. And pay 80% less to close them.
You are paying $694 per lead. You are closing one in nine.
SmartAsset sells your lead to two other advisors the moment you receive it. The race-to-contact model was never designed to help you win. It was designed to generate revenue for SmartAsset.
HenryFi is built differently. One advisor per professional. A $1,250 fee you pay only after the match is accepted.
What Jump ingests, beat by beat.
Not a form fill: a Monte Carlo-backed actuarial timeline for a Lehi household, with the secondary sale dated, sized and explained. Tap the $2.5M beat to read the brief the agenda was written from.
The engine dates each beat from the data. The advisor corrects it with what the client said in the room.
$2.5M Secondary Sale
What the advisor readsA $2.5M secondary sale at a Lehi, Utah Series D company, approved through the company’s right of first refusal and closing in 34 days. ISO lots exercised more than a year ago, and granted more than two, sell at long-term rates; anything newer is a disqualifying disposition taxed as ordinary income, so the lot order decides the bill. Federal 20% plus the 3.8% net investment income tax and Utah’s flat income tax apply, with nothing withheld at closing: the estimated payment belongs in the same quarter. Unvested double-trigger RSUs stay out of the sale and keep vesting on schedule.
Illustrative household, names masked. Probabilities come from life tables and cohort priors, dollar figures from 10,000 simulated paths. Tax lines describe general rules, not advice for any person.
THE TRUE COST
The SmartAsset math your P&L does not show you.
Adjust your current lead volume to see what you are actually paying per closed client.
per closed client, annually
per closed client, success fee only
You pay 80% less per closed client with HenryFi.
That is $119,904 in effective savings per year at this lead volume.
And you pay $0 until a match is accepted.
Four ways we find them. One place they go: you.
Here, Exit, Now and Yield are the four passes that catch a household at a relocation, an exit, a vest or a company event. Routed is the outcome: one household to one advisor, with the brief loaded before the first meeting. You set the territory and the floor.
Example: the Boston file, built September 14, 2026. Names masked.
Center and radius the node treats as home turf. Households inside rank first.
Territory changes ranking only. Nothing outside the floor is ever routed.
Apply territoryYOUR EXPERIENCE
A different kind of introduction.
One professional, exclusively yours
You receive one match at a time. The professional has already been vetted against your specialty, location, and client profile. There is no race to the phone.
High intent at the moment of change
HenryFi identifies professionals at the moment of a major life event: IPO, equity vest, relocation, income milestone. The conversation has context before it begins.
Success fee only. Zero upfront.
You pay $1,250 after a match is accepted. No monthly subscription. No advance commitment. If a match does not convert, we rematch at no additional cost.
Your first exclusive match, guaranteed.
We are selective about the advisors we onboard. If you are accepted into the HenryFi network, your first match comes with a full satisfaction guarantee. If the professional is not the right fit, we rematch at no additional cost.
There is no monthly subscription. No retainer. No commitment that locks you in before you have seen a single result.
No upfront fee
Pay $1,250 per accepted match only
Satisfaction guarantee
Free rematch if the first fit is wrong
Exclusive matching
We never send the same professional to two advisors
ADVISOR FEEDBACK
From advisors who switched.
I was closing one SmartAsset lead in eight. My first HenryFi match converted in three weeks.
Independent RIA, Austin TX
The professional had already done her research before we spoke. It felt like a warm referral, not a cold lead.
Fee-only planner, Seattle WA
The exclusive model changes everything. There is no race. The call is an introduction, not a pitch.
CFP, New York NY