For CGP and wealth advisors
Your next wealth clients we already know them.
Receive profiles of prospects with high tax exposure and an active investment project. They asked to be guided by an advisor.
Get qualified leadsOur method
Three principles applied to every order, without exception
Tax paid+30K€Prospects with confirmed high tax exposure.
WealthEstablishedDeclared, consistent with your private-client criteria.
IntentActiveA live project · not a theoretical interest.
OUR SERVICES
Six acquisition levers. À la carte.
Activate what you need, with no commitment. Tailored quote, no strings attached.
NEW
RCS Marketing
Premium rich messaging: visuals, carousels, CTAs. Up to 80% open rates.
Setup500 € excl. VAT
RoutingFrom 0,083 € / msg
NEW
SMS Marketing
High-deliverability routing (98%) across the opt-in database. Ideal for follow-ups, alerts and appointments.
PricingFrom 42 € CPM
NEW
Monthly Newsletter
Premium banner in the Club du Patrimoine monthly newsletter.
PricingOn quotation
NEW
Weekly Newsletter
Themed format, 4 sends/month. Consistent presence, compounding recall.
PricingOn quotation
NEW
Display & Banner
Visibility on clubadomos.com, the editorial asset of Club du Patrimoine.
PricingOn quotation
LEGACY
Lead Generation
Direct introductions to prospects who have expressed a precise interest. Explicit opt-in, fine segmentation.
PricingOn quote · per validated lead
OUR DATABASE · 7 SEGMENTS AT YOUR DISPOSAL
A diversified database. Covering every acquisition need.
96 départements covered · all of France. Whatever your sector, your audience is in our database. We segment precisely to deliver the profiles that match your offer.
≈ 34 000
Retirement planning
46-59 years old · homeowners · married · income 30-100 k€ · Jeanbrun core
≈ 10 000
High-end wealth
All ages · income > 100 k€ · estate-transfer mindset · high-end CGP
≈ 20 000
Estate transfer & inheritance
> 59 years old · homeowners · married · adult children · personal care services
≈ 12 000
First-time project
26-45 years old · renters or first-time buyers · mortgage + borrower insurance
≈ 31 000
Energy-eligible homeowners
Detached houses · MaPrimeRénov\' & CEE · insulation, solar PV, heat pumps
≈ 46 000
Creditworthy borrowers
46-59 years old · income 30-100 k€ · refinancing, debt consolidation, investor loans
≈ 21 000
Lower incomes & services
Income < 30 k€ · energy usage + home services
+ other bespoke profiles
We segment to your criteria: income, geography, project, tax status, property size, marital status, household…
Describe my need →
WHAT THEY'RE LOOKING FOR
Tax optimization, asset allocation, estate transfer. Households already thinking in wealth terms.
YOUR CURRENT PAIN POINT
Too many mass-market profiles drown out high-end prospects. Here, you only pay for the > 100 k€.
HOW IT WORKS
5 steps from order to delivery.
01
Describe your target prospects
Profile, area, budget. cgp in a few minutes.
02
Describe your products
Your arguments, materials, USP. The agency showcases your offer.
03
Order your services
Leads · Appointments · RCS · SMS · Newsletter. À la carte.
04
We set up the flow
CRM configuration if needed. Plug & play.
05
Delivery · Launch
Contacts arrive in your CRM or by export. Your campaigns go out.
YOUR ADVANTAGES
Why CGP choose Adomos.
01
Qualified prospects
Proprietary base of 700,000 profiles, 90,000 active members. 100% explicit opt-in.
02
Fast introductions
Your first leads arrive after your order — timing varies by area. No commitment, stop whenever you want.
03
Precise segmentation
Criteria: income, location, project, tax status, property size. You only pay for profiles that match.
04
Proven performance
67% attendance rate on qualified appointments. Metrics shared transparently.
05
GDPR compliance
Traceable, time-stamped consent. An ACPR-friendly argument as regulation tightens.
06
Dedicated account manager
Your account manager. Reachable directly by phone and email.
YOUR PARTNER SPACE · COMING SOON
Soon, manage everything from a single place.
01
Order onlineYou will be able to activate Lead Gen, RCS, SMS and Newsletter in a few clicks. Until then, your account manager takes care of it.
02
Track your leads in real timeDashboard, performance by channel, CSV export or CRM feed.
03
Book a meeting with your account managerYour account manager offers you a slot by phone or email.
ADOMOS · PARTNER PORTAL
cgp
983
Leads delivered
67%
Appointments kept
100%
Certified opt-in
L-2487● Validated12 min ago
L-2486● Validated47 min ago
L-2485● In progress2 h ago
ACTIVATE THE RIGHT AUDIENCE
Your next campaign starts here.
Tell us what you need. Your account manager will come back to you with a proposal. No commitment.
100%
Explicit GDPR opt-in
6
Activation channels
∞
No commitment
7 partners have already set up their flow July
« We cut our acquisition cost by 3 in 4 months · and our sales reps would rather call Adomos contacts. »
C
Compliant with
GDPR
CNIL
Law 25-594
SecNumCloud