ReferMap

Start with a strategist, not a login.

The average advisor spends $3,119 to acquire a single client (Kitces Research). The Launch Partner program activates your bridge persons and delivers introductions in week one.

Recommended

Launch Partner Program

A dedicated strategist identifies your best bridge persons, configures your ICP, and delivers your first warm introductions — all in week one. You focus on the conversations. We handle the system.

ICP workshop — define your ideal client from your actual top clients
Bridge person identification — who in your network can make introductions
First bridge persons activated and introductions flowing in week 1
Drafted introduction messages customized to each bridge person
Bi-weekly strategy calls with your dedicated strategist
Pipeline tracking: intro sent → responded → meeting set → client won
Bridge person coaching — how to frame the ask, when to activate
Transition to self-serve software at pilot end

What you see in Week 1:

  • Your ICP defined from actual client data (not guesswork)
  • Your top bridge persons identified and invited
  • First bridge person activated — contacts scanned, matches found
  • Drafted introduction messages ready for your bridge persons to send
  • Pipeline live — track every introduction from sent to meeting booked

Limited to 10 firms this quarter

3-month commitment

$X/mo

Apply for pricing

Pays for itself with one new client.

Self-serve software plans

Most firms start with Launch Partner and graduate to software. Ready to self-serve? Start here.

Annual plans available at a discount.

Starter

For growth-stage solo advisors activating their first bridge persons.

$X/mo
1 advisor seats
3 bridge persons
100 prospects
1 icp profiles
Bridge person email scanning
ICP matching + scoring
Drafted introduction messages
Proximity + ICP score breakdown
Introduction pipeline tracking
CRM integration (Wealthbox, Redtail)
Multiple ICP profiles
Team pipeline view
Compliance archiving
Onboarding call
Dedicated success contact

Solo

For established advisors with a defined niche and active referral network.

$X/mo
1 advisor seats
10 bridge persons
500 prospects
3 icp profiles
Bridge person email scanning
ICP matching + scoring
Drafted introduction messages
Proximity + ICP score breakdown
Introduction pipeline tracking
CRM integration (Wealthbox, Redtail)
Multiple ICP profiles
Team pipeline view
Compliance archiving
Onboarding call
Dedicated success contact
Best for firms

Team

For multi-advisor firms with shared bridge person networks.

$X/mo
10 advisor seats
Unlimited bridge persons
Unlimited prospects
Unlimited icp profiles
Bridge person email scanning
ICP matching + scoring
Drafted introduction messages
Proximity + ICP score breakdown
Introduction pipeline tracking
CRM integration (Wealthbox, Redtail)
Multiple ICP profiles
Team pipeline view
Compliance archiving
Onboarding call
Dedicated success contact

ROI Calculator

See what one warm introduction is worth.

Average new client AUM$1.0M
Advisory fee1%
New clients per year from bridge person intros3
Annual new revenue from warm intros$30,000
Industry avg. acquisition cost without ReferMap$3,119 per client

One new client pays for ReferMap many times over. CAC data: Kitces Research

Frequently Asked Questions

Your bridge persons are ready. Give them a system.

Apply for the Launch Partner program. We'll activate your first bridge persons and deliver introductions in week one.

Limited spots available. No credit card required.