What is account-based marketing for wealth management?

Quick answer

What is account-based marketing for wealth management?

ABM targets named HNW individuals or businesses with bespoke ads and outreach via LinkedIn, direct mail and IP-targeted display, typical list size 100-500 accounts.

Channels

- LinkedIn Matched Audiences (email/job title list) - Programmatic display (IP/company targeting) - Personalised direct mail - Adviser-led LinkedIn outbound

Metrics

Success = 5-15 qualified meetings per 100 accounts per quarter; CAC is high but AUM per client is 10x+ inbound.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.