Cold Email Software for Financial Advisors & RIAs

Build a compliant cold email pipeline for high-net-worth clients.

Bulk Email Boxer includes RFC 8058 unsubscribe handling, CAN-SPAM compliance, and deliverability-first sending.

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The problem

Financial advisors need compliant outreach tools that handle unsubscribes properly and avoid spam classification.

The solution

Bulk Email Boxer includes RFC 8058 unsubscribe handling, CAN-SPAM compliance, and deliverability-first sending.

Everything you need, included

  • RFC 8058 List-Unsubscribe headers on every email
  • CAN-SPAM compliant footer on all sequences
  • Opt-out handling with permanent suppression list
  • Deliverability-first sending: warmup + low volume ramp
  • Personalized sequences for different prospect segments
  • Analytics per campaign for compliance reporting

Simple, flat pricing

Starter: $40/mo · Growth: $90/mo · Scale: $350/mo

All plans include warmup, sequences, A/B testing, and reply tracking. No per-seat fees.

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How it works

Connect your email account, import your contacts, build a sequence, and launch. Warmup runs automatically. Replies land in your unified inbox.

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