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Wealth management and founder exits

We work in wealth management. Using our own methods we build links with high-net-worth individuals, then charge the wealth management firm a fixed fee for the introduction to that individual.

We have served clients in this market.

Case study
A founder who had just sold, introduced to a wealth management firmClosedFixed fee, paid by the firm

An individual who had just sold, and a wealth management firm that wanted exactly that client.

How the market works
Demand side

Operators with a money-in-motion event: an executive who has just sold stock, or a founder-held government contractor near an exit window.

Supply side

Registered investment advisers, family-office specialists and M&A advisers who want that client and pay a fixed fee for the introduction.

A sale tells us the moment someone came into money. We read the signal, decide whether the person is worth one message, and send exactly one question. When they name their own gap, we find the specialist who fits it.

Falah gives no investment advice, touches no funds and never takes a percentage of assets or of a transaction. The fee is fixed, one-time and paid before any name changes hands. That one clause is what keeps the work an introduction.

The lanes
LaneWhat it isSignal
Discretionary saleThey chose the timing. Fresh cash, fresh thinking.Preferred
Scheduled saleSet months ago. Mechanical.Second tier
Under $3M, or a director onlyNot worth the message.Skip
The numbersCurrent figures
$3M
minimum sale value we look at
>40%
of holdings sold marks a real life event
1,818
San Diego government-contractor firms scored for an exit window
$8k–$25k
typical adviser-side fee band, by assets in play
Wealth management · live nowAs of 2 Oct 2026

We work in wealth management. Using our own methods we build links with high-net-worth individuals, starting from signals that show someone just came into money. We then charge the wealth management firm a fixed fee for the introduction to that individual.

10
senior people approached from our signals, and the count is growing
7
executives who just sold stock
3
advisers and principals approached: an RIA, a family office, a franchise group
1,818
San Diego government-contractor firms scored for an exit window
250
of them with a federal contract ending inside 12 months
81
scoring 6 or more with a verified inbox
For individualsFounders, executives, high-net-worth

If you have just sold a company or stock, we introduce you to the wealth manager that fits you. It costs you nothing. The firm pays a fixed fee for the introduction. We never take a percentage of your assets and we never touch your money.

How we work it
01
Triage the day’s signals: sale value, role, discretionary or scheduled, share of holdings sold
02
Confirm the person’s role before writing a word
03
One plain email with one question, no pitch
04
On a named gap, route to the exactly-fitting specialist under a signed agreement and a paid invoice
Fee

Fixed fee, paid by the adviser, never by the individual. Regulated firms’ compliance wording on disclosure always wins; we negotiate only the commercial point.

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