Lead Pilot
- Company typePrivate
- Founded-
- Headquarters—
- Headcount—
- GTM typeB2B
- OfferingSoftware
Lead Pilot firmographics
Firmographics- Name
- Lead Pilot
- Website
- https://leadpilot.io
- Company type
- Private
- Operating status
- Operating
- Ownership category
- akta.pro rank
Lead Pilot industry classification
Industry- Product category
- Marketing Automation Software for Financial Advisors
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Lead Generation & List Building Services (Prospecting, Data Sourcing) (BPAFAKAE)
Keywords
Lead Pilot business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Marketing or Sales, Personnel, Operations
Revenue model
- SaaS Subscription: Lead Pilot operates as a subscription-based SaaS product. It is part of the FMG product suite (formerly Twenty Over Ten) and is accessed via app.leadpilot.io. The platform is marketed as a tool to convert more leads and automate marketing, with pricing likely following a tiered subscription model typical of B2B marketing SaaS platforms targeting financial advisors.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Lead Pilot product offering
Product offeringCore offering
Lead Pilot is a web-based marketing automation SaaS platform built for financial advisors that consolidates lead capture, email campaigns, drip sequences, social media scheduling, landing page creation, and campaign analytics into a single dashboard. The platform includes built-in compliance features such as FINRA BrokerCheck integration to meet financial services regulatory requirements. It is delivered as part of the FMG (formerly Twenty Over Ten) advisor-focused product suite and accessed via app.leadpilot.io.
Product overview
Lead Pilot is a standalone marketing automation product within the Twenty Over Ten / FMG suite of financial advisor tools. It operates as a unified platform focused on lead conversion and marketing automation, offering features for lead management, email campaigns, social media integration, and analytics. The product is accessible via app.leadpilot.io and is positioned alongside other Twenty Over Ten products including Website Engine (website building) and Compliance Core (compliance management tools).
Differentiator
Problem solved
Functional benefit
Products and services
- Lead Pilot Lead Pilot is a marketing automation platform designed for financial advisors (RIAs and broker-dealer professionals) that converts leads and automates marketing workflows. It provides email marketing, lead management, social media scheduling, landing pages, drip campaigns, compliance tools with FINRA BrokerCheck integration, and analytics reporting within a unified dashboard accessible via app.leadpilot.io.
Companies that use Lead Pilot
Customer profileSegments1 record
Ideal customer profiles1 record
Lead Pilot technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Feature6 records
Lead Pilot partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- FMG (Financial Marketing Group)flagshipTwenty Over Ten (the company behind Lead Pilot) was acquired by FMG in November 2020. Since then, both platforms have been integrated, with FMG consolidating the best features of Twenty Over Ten and Lead Pilot into a unified marketing platform for financial advisors. The acquisition represents a strategic combination of two purpose-built advisor marketing tools under a single product umbrella.
Scale indicators1 record
Recent moves4 records
Expansion highlights3 records
Lead Pilot competitors and assessment
Company assessmentBroad incumbents
- FMG Suite: Parent platform of Lead Pilot and the consolidated suite that now houses Lead Pilot's features. FMG offers a broader marketing-and-content solution for financial advisors, including curated content, websites, and compliance tools — overlapping with Lead Pilot's marketing-automation footprint but as part of a wider portfolio.
- Mailchimp: Mass-market email and marketing-automation platform used by SMBs including financial advisors. Competes with Lead Pilot on email, landing pages, and basic automations, but lacks Lead Pilot's compliance-first design for advisor workflows.
- Constant Contact: Email and digital-marketing platform with vertical offerings targeting financial advisors and small businesses. Overlaps with Lead Pilot on email campaigns, social posting, and landing pages, though without the same depth of compliance tooling.
- HubSpot: Broad marketing-automation and CRM platform with an expanding set of financial-services templates and integrations. Comparable as a marketing-automation competitor for the same advisor buyers, but as a horizontal incumbent rather than a vertical specialist.
Direct peers
- Snappy Kraken: Marketing-automation and lead-conversion platform purpose-built for financial advisors, offering automated email/drip campaigns, landing pages, and content. Closely comparable to Lead Pilot in target customer, core product (advisor marketing automation), and compliance-aware workflow design.
- Act-On Software: B2B marketing-automation SaaS offering email, drip, landing pages, social, and lead scoring — a close functional analog to Lead Pilot's feature set, though without the financial-advisor vertical specialization.
Others
- SmartAsset: Consumer-finance marketplace that captures and qualifies consumer leads for financial advisors. Comparable as a funnel-feeding lead-generation source upstream of Lead Pilot, and a potential competitor in advisor customer acquisition.
- Riskalyze: Risk-tolerance and investment-discovery platform for financial advisors. Comparable as part of the broader advisor-tech stack targeting the same buyer, with potential overlap if it expands marketing/lead-capture features adjacent to Lead Pilot.
- Redtail Technology: CRM and workflow platform widely used by financial advisors. While its core focus is contact/practice management rather than marketing automation, it overlaps with Lead Pilot on advisor-centric workflow software and could expand into marketing features that compete with Lead Pilot.
- Orion Advisor Tech: Wealth-management technology provider serving advisors with portfolio, CRM, and client-engagement tools. Comparable buyer base (RIAs and broker-dealers) and a platform that increasingly bundles marketing-adjacent capabilities into its ecosystem.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights5 records
Customer concentration
Lead Pilot financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lead Pilot leadership team
Management profileNumber of profiles
Lead Pilot funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lead Pilot M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lead Pilot
What does Lead Pilot do?
Lead Pilot is a web-based marketing automation SaaS platform built for financial advisors that consolidates lead capture, email campaigns, drip sequences, social media scheduling, landing page creation, and campaign analytics into a single dashboard. The platform includes built-in compliance features such as FINRA BrokerCheck integration to meet financial services regulatory requirements. It is delivered as part of the FMG (formerly Twenty Over Ten) advisor-focused product suite and accessed via app.leadpilot.io.
Is Lead Pilot a public or private company?
Lead Pilot is a private company. It is classified as corporate owned and is currently operating.
When was Lead Pilot founded?
Lead Pilot was founded in -1.
How does Lead Pilot make money?
One revenue line is on record: saaS Subscription.
Who are Lead Pilot's main competitors?
Broad incumbents on record are FMG Suite, Mailchimp, Constant Contact and HubSpot. Direct peers are Snappy Kraken and Act-On Software. Others are SmartAsset, Riskalyze, Redtail Technology and Orion Advisor Tech.
Does Lead Pilot have an API?
No public API is recorded for Lead Pilot.
What industry is Lead Pilot in?
Lead Pilot's product category is Marketing Automation Software for Financial Advisors. Its primary akta.pro industry code is BPAFAKAE, Lead Generation & List Building Services (Prospecting, Data Sourcing). Its SIC code is 7372.