ROI Calculator

One new client per year
covers Stoke.

Most RIAs close that in month one. Enter your book below and see what the math looks like for your practice.

Your practice live calc

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%
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hrs
Revenue per new client / year
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Based on your average client AUM × fee%
Break-even new clients for Stoke
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At $997/mo ($11,964/yr), almost always < 1 client
Annual savings vs. current stack
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($current_spend/mo − $997) × 12
Hours reclaimed per year
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At your current prospecting pace

Stoke vs. the stack it replaces

Feature Apollo + Instantly + VA Stoke ($997/mo)
Monthly cost $2,500–$4,500/mo $997/mo, all-in
FINRA 2210 compliant outreach ✕ Not built for RIAs ✓ Built-in
SEC Marketing Rule aware ✕ Generic SaaS tool ✓ Every message
HNW prospect identification Manual research + VA hours Autonomous, 5 archetypes
Compliance audit trail ✕ No audit log ✓ WORM-archival, 5yr
Setup & management time 10+ hrs/week ongoing ~30 min to launch
Personalized sequences Generic B2B copy RIA-specific, AI-personalized
Annual break-even (new clients) — —
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