Qualified Financial Leads. Scalable Funnels. Real ROI.

Finance Lead Generation Services That Drive Real Conversions for Financial Services
From brokers to B2B financial institutions, our finance lead generation engine brings you high-intent prospects—whether you're targeting auto loans, refinancing, or complex services. We build the system, you close the deals.

We really enjoyed working with the team. They are very easy-going and communicative. Of course, we were most impressed by the results — great job done!

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high-quality meetings

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high-quality meetings

Your Growth Engine, Designed for Financial Services

Target by Credit Score, Intent & Region

We segment based on loan type, income range, and location—perfect for lead generation for finance companies, financial advisors, and financial services firms.

Only Viable, Compliant Leads

No cold data. Every lead is scored for eligibility and aligned with product type—ideal for refinance lead generation and regulated sectors.

Google, Meta & Financial Funnels

From auto finance lead generation Alberta to B2B services, our campaigns convert with compliance-focused messaging and offer sequencing.

B2B Prospecting for Financial Firms

Our B2B lead generation for financial institutions and wholesalers targets brokers, wholesalers, and financial buyers on LinkedIn and email.

Track, Nurture & Close Faster

Get every lead routed to your CRM with pipeline stages and reminders—automating lead generation and management for financial services.

Audience Targeting

Target by Credit Score, Intent & Region

We segment based on loan type, income range, and location—perfect for lead generation for finance companies, financial advisors, and financial services firms.

Only Viable, Compliant Leads

No cold data. Every lead is scored for eligibility and aligned with product type—ideal for refinance lead generation and regulated sectors.

Google, Meta & Financial Funnels

From auto finance lead generation Alberta to B2B services, our campaigns convert with compliance-focused messaging and offer sequencing.

B2B Prospecting for Financial Firms

Our B2B lead generation for financial institutions and wholesalers targets brokers, wholesalers, and financial buyers on LinkedIn and email.

Track, Nurture & Close Faster

Get every lead routed to your CRM with pipeline stages and reminders—automating lead generation and management for financial services.

Lead Generation for Finance Companies, Across Niches

We serve a wide range of financial sectors—from auto loans to institutional investment solutions. Each funnel is customized to your market.
We connect your financial brand with clients ready to apply, invest, or refinance.

Whether you’re a brokerage or a fintech platform, we bring conversion-ready leads aligned to your financial service offer and compliance needs.

Auto Finance Lead Generation (Canada & US)
Bankruptcy & Credit Repair Funnels
Refinance & Debt Consolidation Leads
Wealth & Investment Management Firms
Finance Broker Lead Generation
Financial Wholesalers & B2B Institutions
Fintech Platforms & Loan Marketplaces
Online Lead Generation Financial Services
Small Business & Invoice Finance
Account-based marketing

Financial Brands That Scaled With Us

An auto finance group in Alberta generated 1,700 applications in 90 days with our local targeting system. A finance broker lead generation campaign in Manchester (for Car Finance 247) saw 2x booked calls in just six weeks—making us a top pick for marketing agency lead generation finance and financial services support in the UK. One fintech in San Francisco scaled from 3 to 21 B2B accounts using our full-funnel system.

Award-winning B2B sales agency

See what others are saying about SaaS Nurture's B2B lead generation services and how we helped hack their growth.
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Upcity /

5.0 score

61 reviews

Drowning in Unqualified Leads or DIY Ads?

 We help financial professionals solve the real pipeline problems—by delivering ready-to-convert prospects that match your offer.

Low-Quality or Cold Leads

Say goodbye to unvetted contacts. We deliver pre-qualified applications.

No Compliance-Safe System

We use compliant funnels built for online lead generation for financial services and bankruptcy funnels—with audit-ready messaging.

Manual Prospecting That Doesn’t Scale

Our systems automate outreach, follow-ups, and segmentation across your CRM.

Why Financial Teams Choose Us for Lead Generation

We’re not just another agency. We’re a performance-driven finance lead generation agency with deep industry understanding—from underwriting to customer LTV.

Icon of a glowing neon-blue dashboard featuring charts and KPIs, placed within a dark card-style flat UI design, 16:9 aspect ratio, conveying a data-driven, high-tech interface.

Multi-Channel Strategy

Search, paid, email, and B2B outreach—integrated under one system.

16:9 dark UI illustration featuring a glowing neon-blue shield icon locked over a verified lead card, with background cards fading out. Includes checkmark, fingerprint, and padlock icons to emphasize exclusivity and lead verification.

Lead Filtering by Product Type

Separate leads for refinancing, loans, B2B solutions, or credit repair.

Glowing neon-blue icon of a target board with multiple arrows hitting the bullseye, symbolizing precise targeting and accuracy, displayed within a dark flat UI-style card.

Funnel Compliance Ready

 Our landing pages and forms follow industry best practices and regulations.

A sleek, modern 16:9 analytics dashboard on a dark UI background featuring glowing neon-blue charts, graphs, KPI dials, and icons such as a magnifying glass, upward trendline, and ROI coin, with a highlighted heatmap or lead engagement graph.

CRM & Marketing Sync

Automated assignment, scoring, and calendar syncing for fast conversion.

Flat black UI card featuring a glowing neon-blue revenue chart icon with an upward trend, sharp layout with glowing borders and subtle card shadows, designed for a clean, modern look.

Niche-Based Funnels

We support lead generation for financial wholesalers, auto finance, SaaS fintechs, and refinance solutions, and more.

Campaigns Built for ROAS

Every campaign is benchmarked against real ROI—not vanity metrics—backed by insights from top lead generation companies for financial services like James Dooley’s methodology, optimized for results.

Before vs. With Leadee: From Dead Leads to Booked Pipelines

Here’s how your process transforms when our finance growth engine kicks in.

Before Leadee

Targeting
Targeting broad, unsegmented traffic
Static loan pages with weak CTAs
Manually tracking lead flow
Cold leads, few deals closed
Static loan pages with weak CTAs
Manually tracking lead flow
Buying lists from generic vendors
No funnel variations for loan types
No automation or nurturing in place

Appointment Booking

Pitching
Closing deals

With Leadee

We’ve Got You Covered
Lead Pitching
Closing Deals

Finance Lead Generation (FAQs)

What industries do you support for finance lead generation?

We cover auto finance, refinance, B2B finance, fintech, brokers, and financial services lead generation including online lead generation tips for financial services companies and financial advisors to boost conversions.

Yes we specialize in geo-targeted campaigns for cities like Alberta, Manchester, and more.

We offer performance tracking, niche-specific funnels, and real CRM integration—built for growth.

Absolutely. Our finance lead generation agency ensures every funnel follows legal best practices and disclosures.

Yes. Our B2B lead generation for financial institutions includes outbound sequences and email flows for wholesalers and platforms.

 Yes. We run niche funnels for bankruptcy, credit repair, and high-risk financial services.

 Yes we manage full LinkedIn campaigns including messaging, targeting, and appointment booking.

Definitely. Whether you’re a solo broker or a firm, our finance broker lead generation system is designed to scale with you.

FAQ Repeater

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What is B2B lead generation?

B2B lead generation is the process of identifying, targeting, and attracting potential business clients for your products or services. At Leadee, we use strategic channels like cold email, LinkedIn, WhatsApp, and account-based marketing (ABM) to generate high-quality, sales-ready leads for B2B companies across multiple industries.

Leadee’s process starts with defining your Ideal Customer Profile (ICP) and Total Addressable Market (TAM). We enrich lead data using tools like Clay, Apollo, Sales Navigator, and Icypeas. Then, we launch omnichannel outreach campaigns with personalized messaging, and book qualified sales meetings with decision-makers — giving you a full-funnel, done-for-you lead generation engine.

Let’s Build Your Financial Lead System Today

Whether you’re a fintech startup, financial wholesaler, or traditional lender, we help you attract and convert more of the right leads. No jargon, no fluff just results. Let’s talk.