Protect the rainmaker — let your receptionist screen inbound and send only $5M+ households to the founder's calendar
Our AI front desk screens every call, qualifies household AUM, and routes only your ideal clients to the right advisor. Live in 14 days for investment firms.
Hear it answer like it would for your shop. 60 seconds. No signup.
Built on Twilio + OpenAI + ElevenLabs · Bilingual EN/ES · Kingman, AZ · Live in 14 days or build is free
Right now your investment firms business is leaking money in 4 places:
The $5M prospect buried in the queue
A $5M household called your main line. The receptionist was on another call. They left a voicemail that sat for 3 hours.
Rainmaker distraction
Your founding partner takes every call because the team can't qualify properly. Half are $50K IRAs. His time is worth $2,000/hour.
Compliance recording gaps
Your receptionist transfers calls without capturing them. When the SEC asks for the recording, it doesn't exist.
Saturday morning prospect
A business owner calls Saturday at 9 AM after selling their company. $3M in proceeds. Nobody's in the office.
How it actually works (no jargon)
Your phone rings on your existing number. Nothing changes for your customers.
If nobody picks up in 2 rings, our AI answers in a voice you pick (male/female, tone, accent).
It asks 4 questions tailored to your industry: Are you an existing client or new, What type of assets are you looking to manage, Approximate household value, Which advisor were you hoping to speak with.
It books straight into Wealthbox, Salesforce, Orion, Black Diamond.
You get a text with the booking. If the AI doesn't know something, it texts you and lets you take over.
Built on Twilio (phone), OpenAI/Anthropic (brain), ElevenLabs (voice). Bilingual English/Spanish standard. TCPA-compliant build.
What gets booked
Every inbound call screened and AUM-qualified before reaching an advisor
Founding partner's calendar protected — only $5M+ households get through
All prospect calls recorded and archived for SEC 204-2 compliance
Why business owners trust us
Wylie Stevens
Founder, AI Peak Biz
Kingman, AZ
wylie@aipeakbiz.com · 903-556-3596
“This AI receptionist has been a total game changer for our business. No more missed calls. No more overwhelmed staff. Every call is answered instantly and professionally, even after hours.”
Danni O.
“Wylie has been on top of design, testing new features, and paying attention to make sure everything works properly. The bot holds conversations very well and gathers helpful information before I ever have to talk to a customer.”
Bryan J.
“Wylie is a true professional on all levels! His company helped our marketing efforts in ways originally hard to imagine! The services this company offers is vast and honest, no hard sell, great guidance!”
John E.
“Wylie does a great job on websites helps you with anything.”
Brian D.
“Our church has benefited tremendously by using AI Peak Biz. Highly recommend it!”
Barb E.
Sample call
Hi, I just sold my business and I have about $4 million I need to put somewhere. A friend recommended your firm.
Congratulations on the sale — that's a significant milestone. You're in the right place. Given the size of the portfolio, I'd like to connect you directly with our founding partner. Can I book a 30-minute consultation this week?
Sure, I'm available Wednesday afternoon.
I have Wednesday at 2 PM open. I'll send you a confirmation with the office address and a brief questionnaire so he can prepare. What's the best email and phone number for that?
We're a Kingman, AZ shop with 5 Google reviews. We'd rather earn yours than fake fifty. Call our AI yourself — you'll know in 60 seconds.
SEC Marketing Rule 206(4)-1 compliant. Rule 204-2 5-year WORM archival for all call recordings. Reg S-P privacy safeguards. FINRA 2210/3110 advertising and supervision standards.
Our guarantee (in plain English)
Live in 14 days or your build fee is free.
If you don't get 3 qualified $1M+ household consultations booked in your first 30 days, your next month is on us.
Month-to-month after the build. No 12-month lock-in.
We only work with investment firms shops doing $40K+/month. If you're not there, we'll tell you and refund.
What it costs
Essentials
$4,997
deployment
+ $997/mo management
Growth
$7,997
deployment
+ $1,497/mo management
Peak
$14,997
deployment
+ $2,497/mo management
The goal of this page isn't to close — it's to let you hear the AI yourself and decide if it's worth a 15-minute conversation.
A note from Wylie
Frequently asked questions
I personally build every account. I take 4 new shops per month.
Year-end tax planning drives new AUM conversations Oct–Dec. Build now, capture every seven-figure prospect before 12/31.
At $300-$1,500 per lead and $240,000 LTV average job value, every week you wait is money walking out the door.