Your next client already knows someone you know.
ReferMap activates your bridge persons — CPAs, attorneys, client advocates, friends — to identify and introduce prospects from their own network. Email-verified relationships. One-click introductions. No cold outreach.
Built for independent wealth advisors. Powered by real email data.
Informed by 13+ advisor interviews across $20M–$500M AUM
The Problem
Your bridge persons want to refer. They just can't.
91% of clients are willing to refer their advisor. But only 3-5% of those referrals become meetings. The gap isn't willingness — it's execution friction on the bridge person's side.
They don't know who in their network fits. They don't know what to say. And making a proper introduction feels like too much work. ReferMap eliminates all three barriers.
91% of clients are willing to refer. Only 3-5% of referrals become meetings.
The gap isn't willingness — it's execution. Your clients don't know who to refer, can't articulate your value in the moment, and making an introduction feels like too much work.
$2,600 of your time per new client
Kitces Research found 83% of client acquisition cost is your own time. Meanwhile, your best referral sources have dozens of connections who match your ICP — they just don't know it.
Your bridge persons want to help. They just need a system.
Your CPAs, attorneys, client advocates, and friends already send people your way occasionally. What if they could see exactly who in their network matches — and send an introduction in 60 seconds?
How It Works
Three steps from bridge person to warm introduction
You define your ideal client
Tell ReferMap what you're looking for: title keywords, industries, locations. Select the bridge persons you trust — CPAs, attorneys, client advocates, friends.
Your bridge person signs in
They connect their Gmail or Outlook (read-only metadata — we never see message content). ReferMap scans their contacts and matches against your ICP, ranked by how well they actually know each person.
They send introductions from their own email
Your bridge person sees ranked candidates, selects who to introduce, edits the message, and hits send. The intro comes from them — personal, warm, authentic. You get notified instantly.
"If you can surface those natural economic relationships — who already knows whom — that can be extremely valuable. Conversion rates and relationship quality are far higher than spray and pray."
D.E., Wealth Advisor
$80M AUM, 30+ years
"I would do that in a heartbeat. I think about all the time my team and I waste trying to do this ourselves with no structure. We don't have an operating system for referrals."
J.S., RIA Principal
$500M AUM
"A warm referral matching tool — use data to see who in our contact base already knows a target prospect and help us request introductions more systematically."
I.V., Regional Director
$200M+ AUM
"The idea of mapping who our best clients know — attorneys, CPAs, business lawyers, peers — and supporting targeted, high-quality referral requests is powerful."
D.E., Wealth Advisor
$200M AUM firm
Features
The referral system your firm has been missing
Bridge Person Activation
Your CPAs, attorneys, client advocates, and friends become an active referral channel. They sign in, see who in their network matches your ICP, and send introductions — all in under 2 minutes.
Email-Verified Relationships
We don't guess at relationship strength. The bridge person's email frequency proves how well they know each contact. 34 emails exchanged = real relationship. LinkedIn connection with zero emails = decoration.
One-Click Introductions
Every match comes with a drafted message the bridge person can edit and send from their own email. The intro is personal and authentic — because it comes from someone the prospect actually trusts.
Privacy-First Design
Email metadata only — message bodies are never read. Bridge person data is session-based and not stored. The bridge person controls everything: what to send, who to introduce, and when.
Built for independent advisors who grow through relationships
The Growth-Stage Advisor
$5M–$50M AUM
You've exhausted your warm market. ReferMap expands your reach through bridge persons who know people you don't — and can verify the relationship with real email data.
The Established Advisor
$40M–$200M AUM
You've grown on referrals for 15 years. ReferMap makes that growth intentional — activate your CPAs, attorneys, and client advocates to make introductions systematically.
The Team Lead
$150M–$500M AUM
Your junior advisors don't have your network. ReferMap lets them activate the firm's collective bridge persons — multiplying the surface area for warm introductions.
Start with a strategist, not a login.
Most firms get the best results with our guided Launch Partner program. We identify your bridge persons, configure your ICP, and deliver your first introductions in week one.
Launch Partner
$X/mo
3-month commitment
- Dedicated strategist for 3 months
- ICP workshop with your actual clients
- Bridge person identification and activation
- First introductions delivered in week 1
- Bi-weekly strategy calls
- Transition to self-serve software
Self-Serve Software
From $X/mo
- Advisor setup + ICP configuration
- Bridge person invitation system
- Email scanning + ICP matching
- Drafted introduction messages
- Pipeline tracking
- Month-to-month, cancel anytime