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THE PEOPLE BEHIND YOUR NEXT MOVE

Built for advisors.
Backed by people.

ClientGen is part of the Pinnacle Innovative Financial Services family. Start with Reach to create outreach, then add prospect intelligence when you need to grow your audience.

Meet the teamMeet our company family
ClientGenPART OF A FINANCIAL-SERVICES FAMILY
PinnacleRIA VA SolutionsFinspire Creative

Bring the topic. See the campaign. ClientGen helps advisors turn a useful idea into outreach, then find more people to reach when they are ready to grow.

Choose how
you want to work.

Start with Reach to prepare outreach for people you are authorized to contact. Bring your topic and firm brand, review the creative and costs, and approve the next step.

Choose a current AI connection or explore the private Reach console preview with our team. When you need a wider audience, the separate ClientGen Platform adds prospect discovery, enrichment and monitoring.

Meet ClientGenExplore AI integrations →

Meet the people behind ClientGen

Practical tools.
People you can talk to.

Get to know the team behind the product, then bring your market, your audience and your questions to a conversation.

Talk with the ClientGen team
Pete Galloway, President of ClientGen
LEADERSHIP

Pete Galloway

President, ClientGen

Pete has built and scaled businesses, including a company acquired by a NASDAQ-listed business. At ClientGen, he brings that operating experience to tools that help financial advisors connect with clients and prospects.

Explore ClientGen Reach
Part of the industry conversation

Listed as a Wealth Management EDGE speaker on using technology to better connect with clients.

View the speaker profile ↗

Our affiliate companies

Powered by Pinnacle IFS

ClientGen is part of Pinnacle Innovative Financial Services, a family of specialized companies. Together, the family supports RIAs and institutions with planning expertise, insurance and annuity solutions, lead generation, and marketing.

Advanced planning

The Pinnacle Group

Helps financial advisors and institutions address complex planning needs with life insurance and annuity expertise.

Explore The Pinnacle Group
Brand strategy & creative

Finspire Creative

A marketing agency for financial advisors, institutions and fintech firms, spanning brand strategy, websites, content, video and campaigns.

Explore Finspire Creative
Legacy variable-annuity support

RIA VA Solutions

Supports independent and transitioning RIAs with access to legacy variable-annuity information, contract analysis, reporting and ongoing servicing.

Explore RIA VA Solutions

Affiliate services are offered separately. Your ClientGen subscription covers the software and features described in your plan.

From the family

Built on financial-services experience.

Finspire Creative launches as a full-service marketing agencyPreviously Pinnacle’s internal marketing team, Finspire brings more than a decade of experience supporting advisors.Read the announcement The Pinnacle Group expands its national sales leadershipThe announcement introduces Tom Alexander and describes the broader family of specialized companies.Read the announcement

Lead generation / When you need it

Need more people to reach?

Start with Reach and the contacts you already know. Add the ClientGen Platform when you want to discover prospects, enrich contacts or monitor relevant changes.

Lead generation is a separate subscription. Bring an audience you are authorized to contact, review the selected recipients and confirm permissions before outreach. Connecting Reach does not automatically synchronize your database or CRM.

Explore lead generationStart with a Reach demo →