IvyLead

What IvyLead does

IvyLead is a performance marketing platform operated under the legal entity Dwelle LLC that connects affiliate and publisher traffic sources with advertisers in the financial services, mortgage, lending, and real estate verticals. Founded around 2015-2016, the company originated as a marketing agency before pivoting into an ad-tech platform. The platform's core technology stack consists of proprietary AI-powered voice IVR pre-qualification, intelligent multi-offer landing pages with real-time routing, an AI-powered contact center that converts data leads into phone calls, and enterprise-data-partner enrichment that adds 250+ financial and demographic data points per lead and reduces form fields by up to 70%.

IvyLead monetizes primarily through transaction-based fees. Pricing is published per lead and per call: mortgage purchase leads sell for $25 with an internal generation cost of $9.89; cash-out refinance leads sell at $40 for the internal short-form offer and $65 for Quicken long-form; Pay Per Call campaigns and call-conversion bonus commissions layer incremental revenue on top of base lead payouts. The platform serves two customer segments — performance marketers and affiliate traffic providers on the supply side, and financial services, mortgage, lending, and real estate advertisers on the demand side — through a self-serve invitation-based marketplace and direct enterprise advertiser relationships.

The company claims direct partnerships with over 100 mortgage and real estate companies, 40+ banks and lenders, and named flagship advertisers including Quicken Loans, AIG, LendingClub, SoFi, Century 21, and Colliers, alongside technology and services partners Oracle, Accenture, and Verizon. Verticals currently covered include mortgage purchase, cash-out refinance, personal loans, debt relief and consolidation, and broader financial services. Operational footprint is small (1-10 employees), the entity is domiciled in Dorado, Puerto Rico, and no institutional funding or revenue is publicly disclosed.

Name

IvyLead

Legal name

Dwelle LLC

Website

https://ivylead.io

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

IvyLead is a performance marketing platform that connects affiliate traffic sources with financial services, mortgage, lending, and real estate advertisers via proprietary AI-powered lead qualification, voice IVR, and contact center technology.

Ownership category

akta.pro rank

Product category

Performance Marketing Platform

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Advertising Agencies (7311), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Performance Marketing Automation & Bid Management Services (MPAAACAM)

akta.pro secondary industries

Affiliate Marketing & Partner Program Management (MPAAACAD), Marketing Automation Platforms & Services (BPAFAFAC), Advertising, Marketing & Customer Personalization (HDAAAGAC)

Keywords

• Performance marketing platform
• Lead generation services
• Affiliate marketing network
• Pay per lead advertising
• AI-powered lead qualification

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Pay Per Lead: Revenue generated by charging advertisers for each qualified lead generated. IvyLead generates long-form leads with as few as 5 questions enriched with 250+ data points. Examples: Mortgage Purchase at $25/lead, Short Form Cash Out Refinance at $40/lead, Quicken Long Form at $65/lead.
2. Pay Per Call: AI powered voice IVR pre-qualifies leads before passing to advertisers who pay premium rates for calls. IvyLead uses AI contact center to turn data leads into calls and shares in increased payout as bonus commission.
3. Bonus Commission on Non-Converting Leads: Intelligent multi-offer pages direct leads to fallback offers earning bonus commissions for non-confirming leads that don't match primary offers

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

IvyLead operates a performance marketing platform that combines AI-powered technology (intelligent landing pages, voice IVR, AI contact center) with enterprise data enrichment to generate and qualify leads for financial services, mortgage, lending, and real estate advertisers. The platform connects affiliate marketers and performance traffic providers with top-tier financial advertisers through Pay Per Lead and Pay Per Call campaigns, leveraging 250+ data points per lead and intelligent multi-offer routing to maximize conversions.

Product overview

IvyLead is a performance marketing platform combining proprietary ad tech with a network of financial service, real estate, and lending partners. The core offering consists of Pay Per Lead and Pay Per Call services that leverage AI-powered voice IVR, intelligent multi-offer landing pages, and an AI contact center to generate, qualify, and convert leads. The platform operates across mortgage, real estate, personal loans, debt relief, and financial services verticals, with specific campaign offers including Mortgage Purchase Campaign ($9.89/lead) and Mortgage Cash Out Refinance ($40 short form, $65 long form). Pre-Packaged Growth Strategies and Conversational Commerce capabilities augment human workers with AI and machine learning for real-time campaign optimization.

Differentiator

Problem solved

Functional benefit

Products and services

• Pay Per Lead Lead generation service that uses enterprise data partners to produce long-form leads with as few as 5 questions, each enriched with 250+ financial and demographic data points for higher conversion rates. Offered to performance marketers and advertisers in financial services verticals.
• Pay Per Call AI-powered voice IVR with data enrichment pre-qualifies leads with as few as 3 questions before passing qualified calls to advertisers. IvyLead's proprietary AI contact center converts data leads into calls and shares increased payouts with publishers via bonus commissions.
• Mortgage Purchase Campaign Internally generated mortgage purchase leads priced at $25 per lead, targeting homeowners and first-time homebuyers looking to get pre-qualified with a local lender in 24 hours or less. Internal cost is $9.89 per lead using social ads. Criteria: 620+ credit, soft pull with phone/address/name, employed, 3.5%+ down payment.
• Mortgage Cash Out Refinance Cash-out refinance lead generation campaign working with 10+ top tier lenders. Short-form leads priced at $40 (converting 2-3X higher than Quicken long form) and Quicken Loans long-form leads priced at $65. Requires $150,000 loan amount, 640+ credit score, no bankruptcy/foreclosure in last 5 years, up to 80% LTV conventional or 100% VA. Uncapped payouts after trial period.
• Pre-Packaged Growth Strategies Portfolio of tested and constantly adapted growth marketing strategies designed to help businesses execute data-driven campaigns with predictable results. Industry-tested, marketer-approved, updated monthly, and rigorously tested prior to release.
• Conversational Commerce AI-augmented commerce system that pairs knowledge workers with artificial intelligence, data, and machine learning software platforms to automate and optimize marketing practices. Operationalizes Human and Machine Symbiosis for real-time campaign optimization.

Quantifiable outcome

• Form field reduction of up to 70% through enterprise data partnerships
• +2 more outcomes

Named customers9 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature5 records

Partnerships

Twelve partnerships are on record, tiered core, flagship and minor.

• Quicken LoanscoreStrategic or Co-development PartnerPrimary long-form lead partner for mortgage cash-out refinance offers. IvyLead drives traffic to Quicken Loans applications with a $65 per lead payout. Also offers internal short-form alternative that converts 2-3X higher with minimal fields.
• AIGflagshipStrategic or Co-development PartnerTop-tier financial services partner offering insurance and related financial products through IvyLead's performance marketing platform.
• OraclecoreTechnology or IntegrationTechnology infrastructure partner providing enterprise-grade data and technology capabilities supporting IvyLead's marketing platform.
• AccenturecoreImplementation/ SI/ Consulting PartnerProfessional services partner for consulting and implementation support across technology and marketing operations.
• VerizonminorGTM or Marketing PartnerAdvertising partner utilizing IvyLead's performance marketing capabilities for customer acquisition.
• ColliersflagshipStrategic or Co-development PartnerReal estate services partner for mortgage and real estate lead generation campaigns.
• LendingClubflagshipStrategic or Co-development PartnerPersonal loan marketplace partner offering loans across credit profiles through IvyLead's platform with 40+ lenders.
• SoFiflagshipStrategic or Co-development PartnerFinancial services and lending partner for personal loans and financial products on IvyLead's marketplace.
• Century 21flagshipStrategic or Co-development PartnerReal estate franchise partner for mortgage and real estate lead generation across their agent network.
• 100+ Mortgage & Real Estate CompaniesflagshipStrategic or Co-development PartnerNetwork of exclusive mortgage and real estate companies IvyLead works with to offer exclusive offers to performance marketers.
• 40+ Banks and LendersflagshipStrategic or Co-development PartnerPersonal loan marketplace network offering almost all credit profile loans in realtime combined with consults.
• Enterprise Data PartnerscoreTechnology or IntegrationData enrichment partners enabling 250+ financial and demographic data points per lead and 70% reduction in form fields.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• HubSpot: Broad marketing automation, CRM, and lead management platform used across financial services and SMB. Relevant as an incumbent offering comparable marketing automation and lead qualification features at much larger scale.
• Bankrate (Red Ventures): Major consumer finance marketplace owned by Red Ventures that connects lenders with in-market borrowers across mortgage, personal loans, and credit cards. Comparable as a destination for performance-driven financial lead flow, though at vastly larger scale.
• Pipedrive: Established CRM and sales automation platform that overlaps with IvyLead's marketing automation and CRM-adjacent capabilities for performance marketers, though at a much broader and more generalist level.

Direct peers

• QuinStreet: Performance marketing company specializing in online consumer-finance lead generation for mortgage, insurance, and personal loans. Directly comparable in vertical focus (mortgage/lending), pay-per-lead model, and advertiser relationships overlapping with IvyLead's.
• LeadByte: Lead management platform serving the UK and EU affiliate/lead gen market with real-time routing, suppression, and validation. Comparable to IvyLead's intelligent landing pages and real-time lead qualification for financial advertisers.
• MaxBounty: Performance affiliate network specializing in CPA campaigns across finance, insurance, and home services. Closely comparable to IvyLead in offering exclusive financial offers to vetted publishers with pay-per-lead and pay-per-call monetization.
• Commission Junction (CJ Affiliate): One of the largest affiliate marketing networks globally, connecting publishers with advertisers across financial services and consumer verticals. Highly comparable to IvyLead's marketplace model of offering CPA campaigns to performance marketers with multiple advertiser relationships.
• ClickDealer: Performance marketing network focused on financial services, nutra, and e-commerce verticals with CPA offers and direct advertiser relationships. Operates a similar affiliate/publisher model to IvyLead, with comparable lead quality and compliance infrastructure.

Emerging players

• Invoca: AI-powered call tracking and conversational analytics platform for marketing-driven phone leads. Comparable to IvyLead's Pay Per Call and AI contact center capabilities for financial advertisers seeking higher payouts on qualified calls.
• ActiveProspect: Lead compliance platform (TrustedForm) used by performance marketers to verify consent and route qualified leads. Comparable to IvyLead's lead qualification stack, though focused on compliance infrastructure rather than the full marketplace.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/Ivy_Lead

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 IvyLead