Working demo for Gunderson Capital  ·  the form + text verification are live  ·  everything below the form runs automatically
Gunderson Capital

Live Trading Subscription Sign-Up

Home  ›  Live Trading Subscription Sign-Up
Embedded on your site
Step 1 of 2 · Your details

Start your free 4-week trial

Gunderson Capital Management's Live Trading subscription, with Bill Gunderson.

We never share your details
We'll text a 6-digit code to confirm it's you.
No cell phone or email? Call our office at (855) 611-2378 and we'll get you set up.
Bank-level 256-bit security
Step 2 of 2 · Your investing

A little about your investing

A few more details so Bill's team can tailor your trial.

Almost there, just verify it's you

Resend code  ·  Back
✓

You're all set

Your free 4-week trial is on its way. Check your inbox for a welcome email with your next steps and app-download instructions.

Contact us

Have a question, or want to speak with an advisor?

Schedule an Appointment Talk with an advisor about your portfolio or getting started. Ask a Question A general question, subscription help, or an app or account issue.

What happens next

Everything below runs automatically the moment they verify — the behind-the-scenes your visitor never sees.

Behind the scenes · what happens after they hit submit (your visitor never sees this)
Verified→ Welcome email→ WealthEngine→ Tier→ AI brief→ Wealthbox + pipeline
Submitting via SMS runs this live: real WealthEngine enrichment, and a real contact + task created in your Wealthbox.
Step 2 · The welcome email they get instantly
This is the actual email that sends (Nicole's design), personalised with their name.
Step 3 · Enriched with WealthEngine

Prospect-provided

Name—
Money in the market—
Investment style—
Interested in—
Advisor experience—
Heard about us—
Comments—

WealthEngine-found

Net worth—
Investable assets—
Real estate—
Income—
Accredited—
Age—
Appended automatically from WealthEngine the moment they verify. No research, no data entry.
Step 4 · They're tiered
This lead: Tier AGunderson Lead
TierInvestable assetsRouting
Tier A$750k+Senior partners / lead CFPs. Highest priority, personal call within 24 hours
Tier B$250k to $750kEstablished mid-level advisors. Core book-building leads with strong potential
Tier C$100k to $250kNewer / associate advisors. Growth accounts, many add as trust builds
Tier DUnder $100kNewer / associate advisors. Lowest priority, still worked; newsletter, app & drip alongside
Tiered on investable assets ($100k firm minimum). Pre-retirees and philosophy-fit prospects get bumped up a tier. Cut-offs and routing are yours to set.
Step 5 · The 60-second brief the advisor reads before dialing

Written by AI the moment the lead lands, filed on the contact in Wealthbox. Your advisor never opens a cold record again.

Waiting for a lead to come through…
Generated fresh for every single lead from what they told us plus what WealthEngine found.
Step 6 · Into Wealthbox: contact, task & pipeline

Call task auto-created and assigned to —, due within 24 hours, linked to this contact.

Added to your Opportunities pipeline as a card, amount = their investable assets. You see every lead and its stage on one board, and drag them from New to Client as they progress.