01
Identify
Score the territory.
- Advisor intelligence
- Money-in-motion
- Territory mapping
A modern distribution engine.
Helping asset managers and wealthtech firms get in front of the right advisors. Data, technology, and human operators working as one system.
- 1.3M+Calls completed
- 73K+Meetings booked
- 5.57%2026 conversion rate
- 300K+Advisor records
One engine.
Configured for your business.
Asset managers, wealthtech firms, distribution leadership, and the advisors growing their own book. Same infrastructure, configured to how you sell.
For external wholesalers
Wholesalers
We work as an extension of you. We can handle the scheduling, the research, the follow-up — whatever helps you get in front of advisors. You stay where you do your best work.
PDP started here. Over a decade serving wholesalers with booked meetings, warmed lists, and follow-up rhythm — inside your territory, on your cadence.
How we serve you
For Heads of Distribution
Asset Management Sales Teams
More qualified opportunities for your wholesalers. Less time spent on calendar coordination. A way to extend distribution capacity without expanding the org chart.
Enterprise wholesaling support that doesn’t fight your CRM, your reps, or your compliance team.
How we serve you
For B2B selling into the advisor channel
Wealthtech & Fintech
Whether you’re an early-stage startup or a scaling fintech, growing into the advisor channel is the metric that matters. Run targeted outreach with us, or hand over the whole go-to-market.
Distribution-grade outreach without standing up a sales floor.
How we serve you
For advisors growing their book
Independent Advisors
We took the unforgiving parts of finding new clients off their plate and built a compliant, done-for-you motion that puts qualified meetings on the calendar. The advisor’s only job is to show up to the call.
Done-for-you prospecting and meeting generation for advisors who want to grow without doing the cold work themselves.
How we serve you
A connected system, accountable end-to-end.
Four stages working as one. Multi-faceted within each stage, integrated with your territory and your team. Information flows between every stage, so context compounds and nothing falls through the cracks.
- 02
Digital
Warm the relationship.
- Targeted outreach
- Content delivery
- Signal tracking
- 03
Call
Build the conversation.
- Human operators
- Qualification
- Objection handling
- 04
Engage
Hand off, follow through.
- Meeting coordination
- Wholesaler handoff
- Reporting
Flexible engagement
Bundle the system, or pick your channels
Every engagement leads with transparent reporting and data-backed targeting, so you always know what’s working and why. From there, run the whole motion or just the pieces you need.
Connection, engagement, and messaging that warms the relationship before anyone picks up the phone.
Targeted sequences that set context and keep you in front of the right advisors.
Calling
Human operators on the phone, the conversation that books the meeting. 1.3M+ calls behind it.
The full system
Run all three as one coordinated motion, with scheduling and wholesaler handoff included.
“PDP has spent over a decade building one of the deepest advisor datasets and operator networks in the industry. Praxis brought modern technology, sharper data science, and a redesigned operating model to that foundation. The result is a distribution layer built for how growth actually happens in 2026, higher-value conversations, better outcomes for the teams we serve.”
Charlie Shaffer
Chief Revenue Officer · Praxis Solutions
Are you an advisor looking to grow your own book?
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A 30-minute walkthrough of the advisors and opportunities in your reach.
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