Poseidon

What Poseidon does

Poseidon is a US-based relationship automation platform purpose-built for wealth advisors and Registered Investment Advisors (RIAs). The platform enables personalized, multi-channel outreach campaigns across LinkedIn, email, and direct messages, with built-in compliance logging for FINRA and SEC Marketing Rule requirements, content engagement tracking, and AI-powered prospect targeting. Three integrated offerings comprise the product surface: the core Poseidon Platform for self-serve campaign management, a Managed Service (Done-For-You) tier where Poseidon's team executes outreach and content on behalf of advisors, and an Acquisition Sourcing service that builds RIA M&A target pipelines for acquisitive firms at $12,500/month with 12-month engagements.

The technology stack centers on relationship automation with embedded compliance and AI: AES-256 encryption, SOC 2 Type II certification, immutable audit trails, role-based access control, Firebase Auth, Stripe billing, and integration with LinkedIn OAuth, Google OAuth, Google Tag Manager, and Postmark for transactional email. AI capabilities include generative outreach content, a 92% match-rate prospect search, and an Authority Distribution system that converts short advisor sessions into 50+ multi-format content pieces. Poseidon operates as a private LLC (Advisor Guide Holdings, LLC DBA Poseidon) headquartered in Seattle with a New York office (Poseidon Sales LLC) and a lean team of 1-10 employees.

The business model combines subscription SaaS with managed services. Poseidon employs a sales-led motion with website demo booking and a 14-day free trial, plus a higher-touch consultative sales process for the Acquisition Sourcing enterprise tier. The customer base spans solo RIAs with $10M+ AUM to acquisitive firms with $5B+ AUM, with 500+ advisors reported on the platform managing $50B+ in aggregate AUM. Revenue is not publicly disclosed, and no institutional funding rounds are reported.

Name

Poseidon

Legal name

Advisor Guide Holdings, LLC DBA Poseidon

Website

https://useposeidon.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Poseidon is a relationship automation platform for US wealth advisors and RIAs, offering multi-channel outreach, FINRA/SEC compliance logging, AI-powered prospecting, and a done-for-you managed service across 500+ advisors.

Ownership category

akta.pro rank

Product category

Wealth Management Relationship Automation Software

NAICS

Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)

akta.pro secondary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

• Relationship automation platform
• Wealth advisor prospecting
• RIA acquisition sourcing
• Compliance logging software
• Multi-channel outreach campaigns

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Platform Subscription: SaaS platform subscription providing relationship automation tools for prospect outreach, compliance logging, content distribution, and analytics. Offered as both self-service platform access and fully managed done-for-you service.
2. Managed Service: Fully managed service where Poseidon handles profile optimization, campaign strategy, daily outreach, content creation, and distribution on behalf of advisors. Includes dedicated growth team and weekly reporting.
3. Acquisition Sourcing Service: Targeted RIA acquisition sourcing service at $12,500/month with 12-month engagement. Includes custom target database, multi-channel outbound campaigns, qualification scoring, and pipeline reporting for firms seeking inorganic growth through practice acquisitions.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Poseidon is a relationship automation platform that enables Registered Investment Advisors (RIAs) and wealth management practices to run personalized, multi-channel prospecting campaigns across LinkedIn, email, and direct messages, with built-in FINRA and SEC Marketing Rule compliance logging. The platform combines AI-powered prospect targeting, content distribution, and analytics, and is offered alongside a fully managed done-for-you service and an RIA acquisition sourcing service for inorganic growth.

Product overview

Poseidon is a relationship automation platform built specifically for wealth advisors and RIAs, consisting of three integrated offerings: the core Poseidon Platform for multi-channel outreach and campaign management, the Managed Service (Done-For-You) add-on that provides a dedicated growth team handling content creation and daily outreach execution, and the Acquisition Sourcing module for systematic RIA M&A target identification and qualification. The platform integrates LinkedIn, email, and direct messaging channels with built-in compliance automation for FINRA and SEC Marketing Rule requirements.

Differentiator

Problem solved

Functional benefit

Products and services

• Poseidon Platform SaaS platform that lets Registered Investment Advisors run personalized, multi-touch campaigns across LinkedIn, email, and direct messages, with FINRA/SEC-compliant activity logging, AI-powered prospect targeting (92% match rate), content engagement tracking, and an analytics dashboard. Designed for RIAs and wealth management practices ranging from $10M to $1B+ AUM.
• Managed Service (Done-For-You) White-glove service where Poseidon provides a dedicated growth team that runs profile optimization, custom campaign strategy, daily outreach management, content creation and distribution, weekly reporting, and warm handoffs. Targets larger wealth advisory practices that want prospecting executed on their behalf.
• Acquisition Sourcing Service Done-for-you RIA M&A target sourcing service that builds a custom target database, runs multi-channel outbound campaigns (email, LinkedIn, direct mail), conducts A/B testing, scores and qualifies prospects, and books conversations with advisors matching acquisition criteria. Sold to RIA firms with $200M–$5B+ AUM pursuing inorganic growth.

Quantifiable outcome

• 35-40% connection rates through personalized, value-driven outreach
• +5 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability5 records

Feature6 records

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Snappy Kraken: Snappy Kraken is a marketing automation platform purpose-built for financial advisors, offering automated campaigns, content libraries, and lead nurturing. It is the closest direct competitor to Poseidon in the advisor-specific marketing and prospecting category.
• FMG Suite: FMG Suite provides marketing automation, websites, and curated content for financial advisors and RIAs. It competes directly with Poseidon's content distribution and advisor prospecting capabilities, with similar focus on compliance-friendly marketing workflows.
• Catchlight: Catchlight is an AI-powered prospecting intelligence platform for financial advisors, scoring and prioritizing high-intent leads. It overlaps directly with Poseidon's AI-powered prospect targeting and outreach automation features for the same RIA buyer.
• Wealthbox: Wealthbox is a CRM built specifically for financial advisors, with workflow, contact management, and integrations tailored to RIAs. It is comparable to Poseidon as a vertical SaaS purpose-built for advisor workflows, although focused more on CRM than prospecting.
• Redtail CRM: Redtail CRM is a long-established CRM for financial advisors and RIAs with workflow automation and client management features. It competes for the same RIA technology budget and overlaps on contact and pipeline management functionality.
• Vanilla: Vanilla is a marketing and lead engagement platform designed for financial advisors, offering automated drip campaigns and prospect nurturing. It overlaps with Poseidon's multi-channel outbound and engagement automation features for RIAs.
• AdvisorStream: AdvisorStream is a content marketing and compliance-approved distribution platform for financial advisors, syndicating articles, videos, and guides. It directly competes with Poseidon's content distribution and authority-building capabilities.

Broad incumbents

• Salesforce Financial Services Cloud: Salesforce Financial Services Cloud is an enterprise CRM with deep financial-services data models, workflows, and integrations. While broader than Poseidon, it competes for the same RIA technology wallet and could add advisor-specific prospecting features over time.
• Outreach: Outreach is a leading sales engagement platform offering multi-channel sequencing, analytics, and AI-driven workflow tools. It overlaps with Poseidon's core outreach automation functionality, though it serves a broader market beyond RIAs.
• HubSpot: HubSpot provides CRM, marketing automation, content management, and sales engagement tools used widely by professional services firms. While not advisor-specific, it competes with Poseidon for the marketing and pipeline automation budget at RIA practices.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/poseidonsales

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Poseidon