About
Built by an advisor, for advisors.
SignalWealth is a CRM and a content studio for financial advisors and insurance agents, under your own brand. It was built inside a working practice, to solve that practice's own problems, before it was ever offered to anyone else.
The tools didn't fit the work.
Advisors end up paying for a CRM, an email tool, a texting app, a scheduler, a video editor and a writer, then spend their evenings copying information between them. Most of those tools were built for every kind of business, so the things an advisor actually needs, like birthday and policy-anniversary follow-ups, RMD reminders, and content you can show your compliance reviewer, are left for you to build.
SignalWealth puts the client book and the marketing in one place, and does the repetitive work for you: it turns what you already know into videos and articles in your voice, and nothing goes out until you approve it.
Tod Long, founder
Tod has spent 24 years in insurance and financial services. He runs Long Financial Services and The Income Standard, a retirement-income education brand with its own podcast, and he built SignalWealth to run them.
Every feature is used in those firms first: the CRM, the Studio, texting, the client portal and the automations. If something doesn't hold up in a real practice, it doesn't ship.
SignalWealth Inc. is based in the Dallas–Fort Worth area.
How we work
What you can count on
Your brand, not ours
Your clients see your name, your colors and your own web address. SignalWealth stays in the background.
Built for review
Every email and text is kept on the client's record, content is checked for risky wording, and nothing posts without your approval.
Straight pricing
Per-firm plans with no contract and no setup fee. What's included and what costs extra is on the pricing page.