Our mission is simple: make warm, relevant conversations with HNWIs happen every week — without spam, pressure, or brand risk. LGLM was born from a decade of outreach, marrying human tone with AI-assisted precision.
Authentic connections that respect an advisor’s brand and an HNWI’s time — delivered with precision, empathy, and transparency.
We exist to help advisors focus on advice. Everything else — discovery, invites, follow-ups, and triage — is our job. Conversations begin when timing fits life events (relocation, education, tax, safety), not when a funnel says so.
Experienced operators blending financial-services expertise with precision outreach.
Co-Founder and CEO
25+ years across the UK, Hong Kong, and the Middle East helping wealth managers and IFAs scale with modern client-acquisition and secure, non-equity-correlated solutions. At LGLM he guides positioning and quality so conversations feel referral-like.
Co-Founder and CTO
Founder of numerous SaaS Products around Business Acquisition and Lead Generation. Varun built LGLM to give IFAs a predictable path to warm introductions using respectful, emotion-led message frameworks and transparent targeting. MBA — MIT Sloan & Nova SBE.
Principles that keep pipelines warm and reputations strong.
We operate inside your accounts with full visibility. You see people, filters, and copy — always.
We iterate weekly on acceptance and reply data to compound results without risking brand tone.
Clear ICPs, short invites, human follow-ups — optimized for busy HNWIs, not bloated funnels.
Evidence that consistency compounds over time.
Schedule a personalized walkthrough with our team.
