Poseidon

What is Poseidon?

Compliant multichannel campaigns for wealth advisers.

Who is Poseidon best for?

Poseidon is best for wealth advisers and RIAs who want done-for-you content and outreach reviewed for the SEC Marketing Rule.

• Solo advisers who want to grow

  Two hours on camera a month becomes 50+ pieces of content, from short videos to LinkedIn posts and newsletters, reviewed and published for you.

• Advisers tired of bought leads

  It runs low-volume, researched outreach from the adviser's own profiles and takes no basis points or commission on the clients won.

• Firms with several advisers

  The Firm-wide growth plan centralises outreach and adds firm-wide analytics, onboarding for each rep and Salesforce and HubSpot integrations.

• Showing up in AI search

  Content is structured for AI search, and every client gets a premium profile on Advisor.Guide, the maker's adviser discovery site.

How much does Poseidon cost?

Poseidon does not publish prices: both of its plans, For Independent Advisors and Firm-wide growth, are quoted as a flat monthly retainer after a call, and the maker states no free plan or trial.

Poseidon names two plans, For Independent Advisors and Firm-wide growth, both marked Contact Us with custom pricing. It charges one flat monthly retainer sized to the practice, with no fee on assets under management, no revenue share and no per-client commission. Plans and current prices are on useposeidon.com.

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