Kailix

First-party lead generation for RIAs

Your brand. Your consent. Your leads.

Kailix operates your SMS, email, and rich-messaging channels as a managed service — under your firm's brand and 10DLC registrations, with every lead and consent record owned by you.

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1 We register your brand 2 We operate your channels 3 You own every lead
5M+
Consumers reached annually
30M+
Messages delivered annually
98.9%
Average delivery rate

Advisor-stack native

Built for the tools your firm already runs on.

Leads, conversations, and consent records sync directly to your CRM, calendar, and archiving stack — no rip-and-replace.

Redtail
Wealthbox
Salesforce
HubSpot
Calendly
Smarsh

The model

Two engines. One accountable partner.

Managed operations on a purpose-built compliance platform — every channel your firm needs, without third-party lead-broker risk.

First-party managed operations

Strategy, copy, segmentation, and execution across every channel — operated under your firm's brand and registrations, never ours.

Technology platform

Consent capture, message routing, evidence storage, and reporting — the compliance-grade infrastructure behind every send.

10DLC SMS marketing

Carrier-registered A2P messaging on your firm's brand and campaign registrations — full lifecycle management.

Email marketing

Opt-in nurture, newsletters, and reactivation — authenticated with SPF/DKIM/DMARC, CAN-SPAM compliant, archived.

WhatsApp, iMessage & RCS

Verified business messaging with channel-native opt-in and unified thread history.

Consent evidence & review

A TCPA consent evidence chain and SEC Marketing Rule review embedded in every workflow.

See services in detail →

How it works

First-party from day one — in four steps.

01

Register your brand

10DLC brand and campaign registration filed under your firm's legal entity — your sender identity, your reputation.

02

Build the consent chain

Opt-in flows with versioned disclosures, timestamps, and IP capture — litigation-grade proof from the first lead.

03

Operate the channels

Our team runs campaigns under your brand; your CCO approves every message before it sends.

04

Own everything

Leads, consent certificates, and message archives — held in your name, exportable on demand.

Start with step one

Compliance-first

Built to survive carrier review — and your CCO's.

Kailix is an SEC-registered investment adviser; our marketing operations run as a distinct, non-advisory business line. Every program ships with the consent evidence chain and review trail your regulators expect.

SEC-registered RIA · 801-126825 TCPA consent evidence chain SEC Marketing Rule review 10DLC registered campaigns Written consent capture WORM-ready archiving

Pricing

Platform, operations, or both.

Run campaigns on our compliance platform, or have our team operate the entire channel for you.

Platform
$1,500/mo
Platform only — your team operates
  • Consent capture & evidence chain
  • Message routing & opt-out sync
  • WORM-ready archiving
  • Reporting dashboard
Start with Platform
Managed Ops
$4,500/mo
Platform + full operations
  • Everything in Platform
  • Strategy, copy & campaign execution
  • SEC Marketing Rule pre-review
  • Monthly CCO-ready reporting
Start with Managed Ops
Managed Ops+
$7,500/mo
Add appointment setting
  • Everything in Managed Ops
  • In-thread lead qualification
  • Calendar booking & reminders
  • Dedicated strategist, weekly reviews
Start with Ops+
Multi-office
Custom
Platforms & networks
  • Multi-brand operations
  • Volume throughput & routing
  • Custom integrations & API
  • Quarterly compliance reviews
Talk to us

Every program runs under your firm's brand and registrations — leads, consent records, and archives belong to your firm. Carrier and channel pass-through fees billed at cost. See full pricing details.

Why Kailix?

Prospects respond by text. Meet them there.

"

We had bought shared leads before and burned through advisers' patience. With Kailix everything runs under our own brand — the leads are ours, consent records included — and consultation bookings tripled in the first quarter.

Managing Partner, independent RIA, Florida

"

They are an RIA themselves, and it shows. Every campaign arrived with consent documentation, balanced copy, and archiving our examiners would recognize. It is the first vendor review that felt easy.

Chief Compliance Officer, hybrid RIA

"

The managed program changed the math for us. Our advisers just show up to booked calls — and compliance signs off faster because the consent evidence chain is already assembled.

Director of Growth, national advisory firm

Testimonials reflect individual client experiences and are not a guarantee of future results. No compensation was provided in exchange for these statements.

Book a consultation

Get started

Own your channel, end to end.

Start with the platform or a single managed campaign. Either way, your firm owns the brand, the consent, and every record.

Book a consultation View pricing →