Modernize How You Grow Your Practice
Financial Advisors
Prospecting intelligence, client insights, and marketing support — for advisors building modern practices.
Speak to Abbas →Head of Product DevelopmentWin more of the clients you love serving.
Our Approach
Some advisors run their own stack. Others operate inside their firm’s. We deploy directly for the first group and partner with the firm for the second — so the right tools reach you either way.
We run growth as one system. WealthHawk finds the prospects worth your time. CAP deepens the clients you already serve. Marketing & Communications makes sure both hear from you in your own voice. One team, accountable end-to-end.
What Praxis brings to your practice
WealthHawk
Find the high-value prospects worth your time and the context to win their business.
Grow your book →CAP
Understand the household, family, and wealth structure of every client you serve.
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ICP Research
Define who your practice is built for, so every prospect and client effort compounds.
Marketing & Communications
Marketing that sounds like you, runs through your compliance, and shows up consistently.
Visit WealthHawk Deluxe →Why advisors work with Praxis
Hands on the work
Prospecting, research, list-building, outreach. The manual work that grows a practice is exactly what Praxis does, so your time stays on the clients.
Senior operators
The team is led by people who’ve built advisor businesses at firms like LPL and FUSE.
Fits your practice
Praxis works alongside your CRM, your data, your compliance, and your voice. No new logins. No busy work.
Transparent reporting
You see every prospect, every conversation, every outcome. No black box.
Industry context
We work with advisors across firms and channels, so we know what’s working in the market and what isn’t.
Meet the Expert
“I’ve watched this industry through every cycle of the last forty years. None of them compare to what’s coming. Eighty-four trillion dollars will change hands by 2045. The advisors who build for that now, with the right tools and the right intelligence, will define what wealth management looks like for the next generation.”
Bill Dwyer
Executive Chairman · Formerly President, LPL Financial
Speak to Abbas →Head of Product Development