Crestline

Discovery meetings, without the noise.

For independent RIAs and boutique wealth firms. We put shown, compliance-aware conversations on your calendar — not lists.

Begin without a call View terms →

Engagement

A quiet outbound engine for referral-led firms.

Defined ICP

Prospect criteria set with you once: titles, assets, geography, exclusions.

Measured outreach

Educational sequences only. Soft calendar ask. No performance language.

Shown meetings

Replies triaged. Qualified conversations booked to your calendar.

Weekly truth

A short scorecard: activity, replies, books, shows. Nothing inflated.

Terms

Two ways to engage.

Monthly
$4,000 / mo
  • One ICP, fully operated
  • Research, sequences, triage
  • Shown meetings on your calendar

Pay Starter

Per meeting
$750 / shown
  • Qualified against your ICP
  • No show, no charge
  • Variable capacity

Pay per shown

We do not promise returns, invent personalization, or ask you to sit through a Crestline sales call. This page is the close.

Begin

Start asynchronously.

  1. Review. A short Loom walkthrough (linked when ready).
  2. Define. Reply with your ICP — who belongs in discovery, and who does not.
  3. Activate. Pay by Stripe — Starter $4,000/mo or $750 per shown. We begin within five business days.
Begin here