What LeadingResponse does

LeadingResponse is a Tampa, Florida-based customer acquisition platform founded in 1995 that helps professional service firms generate high-intent leads and qualified appointments through multichannel marketing campaigns. The company serves seven verticals — Financial Services, Legal, Medicare, Estate Planning, Fee-Based Medical, Preneed, and Senior Living — with dedicated sales teams, account managers, and vertical-specific phone lines. Its core product is Hub, a proprietary lead and event management platform that coordinates direct mail, email, digital advertising, and event-based outreach (seminars, webinars, movie theater events, workshops) while delivering real-time visibility into leads, event registrations, and campaign performance. Underpinning the platform is a proprietary consumer database built over 30 years containing millions of verified profiles with behavioral and transactional signals.

The company generates revenue through campaign-based professional services fees, with pricing customized by market, audience, campaign type, and client objectives, typically structured as multi-year contracts. Distribution is direct, via an enterprise field sales motion with dedicated account managers for each vertical, supplemented by an inside sales team handling inbound inquiries. Operations span five U.S. offices (Tampa headquarters plus Atlanta, Boston, Dallas, and Los Angeles). The product portfolio includes SeminarConnect (in-person dinner seminars), CinemaConnect (exclusive-territory movie theater events with documented 80% show rates), WebinarConnect (virtual events exceeding 2x industry average attendance), Lead Generation (per-lead delivery), and Appointments (qualified appointment setting with reported 30%+ conversion rates). The company has cumulatively generated 6.4 million qualified appointments and references $117 billion in client revenue generated.

LeadingResponse received $64.5 million in growth financing from Prospect Capital Corporation in 2017 and acquired LeadRival in January 2020 to extend its lead generation capabilities. The company is privately held with no disclosed institutional ownership beyond the Prospect Capital investment. In 2026, the company repositioned the Hub platform around an 'AI-POWERED. HUMAN-INFORMED' positioning and expanded its Growth Marketing team with a new SVP and three senior hires sourced from Fortune 100 consumer brands, signaling an investment in conversion optimization and analytics capabilities layered on top of the existing campaign services base.

Name

LeadingResponse

Legal name

LeadingResponse

Website

https://leadingresponse.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

101–250 employees

Short description

LeadingResponse is a Tampa-based customer acquisition platform that helps professional service firms across financial, legal, Medicare, healthcare, and senior living verticals generate leads and qualified appointments through multichannel marketing campaigns powered by its proprietary Hub platform.

Ownership category

akta.pro rank

Product category

Lead Generation and Customer Acquisition Services

NAICS

Advertising, Public Relations, and Related Services (5418), Direct Mail Advertising (54186), Advertising Agencies (541810)

SIC

Services-Advertising (7310), Services-Direct Mail Advertising Services (7331)

akta.pro primary industry

Lead Generation & List Building Services (Prospecting, Data Sourcing) (BPAFAKAE)

akta.pro secondary industry

Lead Qualification & Inside Sales Support Services (BPAFAKAK)

Keywords

• Lead generation services
• Multichannel marketing
• Event marketing
• Consumer acquisition
• Appointment setting

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Marketing & Lead Generation Services: Full-service marketing company providing multichannel marketing solutions, educational event marketing (seminars, webinars, workshops, movie programs), lead generation, and appointment-setting services. Revenue generated through campaign-based service fees, pricing customized based on market, campaign type, invitation choice, and overall goals.
2. Event-Based Campaigns: Seminars, educational workshops, movie theater events, webinars, and appointment-setting campaigns. Pricing covers marketing and promotion including audience targeting, campaign strategy, invitation design, printing, mailing, and registration management. Performance tracking and reporting included.
3. Lead Generation: High-intent leads matched to client criteria, delivered by text, email, or directly into CRM. Revenue based on per-lead pricing or campaign-based arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels11 records

Core offering

LeadingResponse provides multichannel customer acquisition services for professional service firms, executing direct mail, digital advertising, email, seminar, webinar, and movie theater campaigns that deliver high-intent leads and pre-qualified appointments. The proprietary Hub platform unifies lead management, event registration, and real-time campaign analytics across these channels, supporting seven verticals including Financial, Legal, Medicare, Estate Planning, Fee-Based Medical, Preneed Funeral, and Senior Living.

Product overview

LeadingResponse operates as a unified customer acquisition platform combining proprietary technology with multichannel marketing services. The core product is Hub, a lead and event management platform that unifies campaign tracking, lead management, and performance analytics across all solutions. The platform powers multiple campaign types: SeminarConnect (in-person dinner seminars), Retire Right Workshops and AFEA Workshops (educational workshops), CinemaConnect (movie theater events), WebinarConnect (virtual events), Lead Generation (direct prospect delivery), and Appointments (qualified appointment setting). Services span seven verticals: Financial, Legal, Medicare, Estate Planning, Elective Medical, Preneed, and Senior Living. Outreach channels include direct mail, digital advertising, email, and event-based marketing, all coordinated through Hub for real-time visibility and campaign optimization.

Differentiator

Problem solved

Functional benefit

Brands

• Hub: Proprietary lead and event management platform that tracks incoming leads, manages event registrations, monitors campaign performance, and provides real-time data analytics.
• CinemaConnect
• Retire Right Workshops

Products and services

• Hub Proprietary lead and event management platform serving as the central intelligence layer for all LeadingResponse campaigns, providing real-time visibility into leads, event registrations, and campaign performance with CRM integration.
• SeminarConnect In-person seminar marketing solution enabling financial advisors and professionals to connect with high-intent consumers through educational dinner events with proven attendance and conversion rates.
• CinemaConnect Movie theater event program offering exclusive territory-based documentary screenings with 80% show rates, combining cinematic experiences with direct mail and email-driven lead generation for financial advisors.
• WebinarConnect Webinar marketing platform enabling 24/7 appointment booking with attendance rates exceeding twice the industry average, featuring interactive engagement tools and automated follow-ups.
• Retire Right Workshops Educational workshop platform connecting consumers with in-person retirement planning events filtered by state and topic, with Hub managing registrations, attendance tracking, and follow-up pipeline.
• AFEA Workshops Non-profit educational workshop partnership enabling advisors to deliver trusted financial education through webinars or live community events under American Financial Education Alliance (AFEA) branding.
• Lead Generation High-intent lead generation service delivering prequalified prospects matched to specific criteria via text, email, or CRM integration, spanning financial, legal, Medicare, healthcare, and preneed markets.
• Appointments Appointment-setting service generating 7-15 high-intent one-on-one appointments monthly, with prospects prequalified against client criteria and delivered with 30%+ conversion rates.
• Marketing Consultation Consultative marketing strategy service helping clients refine their marketing approach and drive measurable results through data-driven recommendations.
• Legal Lead Generation Exclusive legal leads for attorneys across auto injury, workers' compensation, personal injury, immigration, Social Security disability, mass torts, and medical malpractice practice areas.
• Medicare Marketing Solutions Medicare-specific marketing services including seminar and appointment generation targeting eligibles ages 64-72 during AEP and beyond with CMS-compliant messaging.

Quantifiable outcome

• 1.9 million annual consumer engagements
• +7 more outcomes

Named customers6 records

Segments7 records

Ideal customer profiles7 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• American Financial Education Alliance (AFEA)coreStrategic or Co-development PartnerPartnership with AFEA enables advisors to deliver trusted financial education through webinars or live workshops. These community-based events, often hosted at libraries, colleges, or community centers, help advisors connect with motivated consumers in a credible educational setting. AFEA provides all seminar materials, ready to use.
• LeadStarminorGTM or Marketing PartnerLeadStar partnership providing additional lead generation and marketing solutions for Amerilife and other financial services clients.
• Fleming's Steak House and Wine BarminorOthersPartnership with upscale restaurant venue for seminar events. Established relationships help maximize attendance, create professional experiences, and position events for success.
• Ruth's Chris Steak HouseminorOthersPartnership with upscale restaurant venue for seminar events. Established relationships help maximize attendance, create professional experiences, and position events for success.
• AMC TheatresminorOthersTheater partner for CinemaConnect movie program events, enabling private theater screenings for financial advisor prospecting.
• Regal CinemasminorOthersTheater partner for CinemaConnect movie program events, enabling private theater screenings for financial advisor prospecting.
• CinemarkminorOthersTheater partner for CinemaConnect movie program events, enabling private theater screenings for financial advisor prospecting.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Marketing Architects: Direct response marketing agency that plans, produces, and manages multichannel campaigns (TV, digital, mail) for client acquisition. Highly comparable to LeadingResponse's full-service agency model with multichannel orchestration and campaign-based pricing.
• Discovery Media: Provides financial advisor seminars, workshops, and lead generation services across the U.S. Comparable in target customer, event-based lead gen approach, and multichannel campaign execution.
• Ballantine: Family-owned direct mail and customer acquisition firm serving financial, insurance, and healthcare clients with data-driven campaigns. Closely matches LeadingResponse's direct mail + financial advisor vertical focus and consultative agency model.
• Senior Market Sales: Specializes in lead generation and marketing for senior-market insurance and Medicare agents. Direct overlap with LeadingResponse's Medicare and Senior Living verticals and SMB customer base.
• Grist Partners: Marketing firm focused exclusively on financial advisors, offering seminars, workshops, and lead generation. Overlaps directly with LeadingResponse's SeminarConnect and financial advisor appointment-setting offerings.
• Client Focused Media: Lead generation and seminar marketing firm serving financial advisors and insurance agents with educational events and direct mail campaigns. Direct peer to LeadingResponse's vertical-specific seminar model.

Broad incumbents

• QuinStreet: Public performance-marketing company specializing in financial services, insurance, and home-services lead generation at scale. Comparable vertical mix and lead-gen monetization, but operates as a digital-first media buyer rather than agency-of-record.
• MediaAlpha: Public customer acquisition platform powering insurance, health, and financial services lead transactions. Comparable transaction-fee lead generation model and vertical exposure, though at much larger scale.
• Digital Media Solutions (DMS): Public diversified performance marketing and lead generation company serving insurance, financial services, and home services. Comparable in vertical mix and lead-based monetization, though broader in channel mix and scale.
• EverQuote: Public online insurance lead generation marketplace serving carriers and agents. Comparable in vertical overlap (insurance/Medicare-adjacent) and performance-based lead pricing model, though operates a marketplace vs. agency model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/leadingresponse
• YouTubeyoutube.com/@leadingresponse
• Facebookfacebook.com/leadingresponse
• LinkedInlinkedin.com/company/3759132
• Instagraminstagram.com/leadingresponse

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LeadingResponse