Accredited Investor Solutions
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Gold. Energy.
Real Estate.
Capital Ready.

We connect accredited investors actively seeking inflation-resistant investments with operators, sponsors, and platforms across precious metals, oil & gas, and real estate.

This is not a list. This is capital allocation in motion.
Verified Accredited Investors
Multi–Asset Allocation Intent
Capital from $50K to $1M+
Nationwide Investor Network
Who We Serve

Built for Operators,
Not Marketers

We work exclusively with groups deploying capital into hard assets — those who need real investor intent, not raw clicks.

01Precious Metals Dealers & Bullion Platforms
02Gold & Silver IRA Providers
03Oil & Gas Operators & Energy Funds
04Real Estate Syndicators & Developers
05Family Offices & Alternative Asset Managers
Track Record

Proven Results

$2.67B
Capital Raised for Clients
1,200+
Satisfied Clients
15+
Years in the Industry
35%
Avg. Book-Out Rate
What Makes Us Different

Not Retail.
Not Tire-Kickers.
Real Capital.

◎

Active Allocation Intent

Investors seeking gold, silver, or hard asset exposure — not browsing, deciding where to allocate next.

◎

Already Invested in Hard Assets

Many have existing real estate or energy positions. They understand alternative assets and are ready to expand.

◎

Defined Investment Timelines

Investors with capital ready to deploy within defined timeframes — not someday investors.

◎

Multi-Step Qualification

Every investor is pre-qualified through a rigorous intake and filtering process. No cold sourcing.

Most platforms generate clicks.
We generate investor intent.

The distinction matters enormously to operators who've wasted time on unqualified leads. Our investors are deciding where to allocate next — not whether to invest.
The Process

From Interest
to Allocation

Step 01 — Qualification

Investor Intake & Qualification

  • Net worth / income thresholds confirmed
  • Preferred asset class identified
  • Capital allocation range confirmed
  • Timeline to invest established
Step 02 — Segmentation

Segmentation & Matching

  • Categorized by asset preference
  • Filtered by investment experience
  • Sorted by risk tolerance profile
  • Matched to best-fit operators
Step 03 — Delivery

Delivery & Introduction

  • Exclusive or shared investor leads
  • Scheduled calls (optional)
  • Ongoing investor flow
  • Asset-class specific targeting
Sample Investors

Recent Investor Activity

Investor #4721
$250K
Allocation Target
Gold Bullion Energy
Interested in gold bullion and energy exposure. Active investor seeking inflation hedge strategy.
60–90 Day Window
Investor #5184
$300K
$100K–$300K Range
Precious Metals Diversification
Currently invested in multifamily real estate. Looking to diversify into precious metals sector.
45–60 Day Window
Investor #4933
$500K+
Allocation Target
Family Office Inflation Hedge
Family office background seeking inflation hedge strategies across hard asset classes.
30 Day Window
Typical ticket sizes & timelines →
Capital Flow

Where Capital Is Actually Flowing

While many investors enter through gold and silver, a significant portion of our network allocates across multiple hard asset classes. We track allocation trends — not just a single asset class.

⚜

Precious Metals

Physical gold, silver, bullion programs, and precious metals IRAs. The primary entry point for many accredited investors seeking tangible stores of value.

Investor leads & FAQ →
⚡

Oil & Gas / Energy

Income-focused strategies with significant tax advantages. Increasingly popular among investors seeking cash flow alongside portfolio diversification.

Investor leads & FAQ →
🏛

Real Estate Syndications

Cash flow, appreciation, and long-term holds. Many investors in our network have existing real estate exposure and seek to diversify further.

Investor leads & FAQ →
Market Timing

The Shift to Hard Assets
Is Accelerating

01

Inflation and currency concerns driving capital into tangible assets at historic rates

02

Increased demand for non-correlated investments outside traditional equity markets

03

Investors seeking income generation combined with tax efficiency advantages

04

Growing recognition of hard assets as core portfolio allocation, not speculative plays

Capital is
rotating.
We help you
access it.

The window to capture investor attention at peak hard asset interest is now. Our network is actively looking for quality operators.

Start the Conversation
Engagement Models

Flexible Access to Investor Flow

Exclusive Leads

1:1 delivery — you're the only operator receiving this investor introduction. Maximum exclusivity for competitive deals.

Shared Leads

Cost-efficient scaling. Investor introduced to a limited set of non-competing operators. Strong ROI at volume.

Scheduled Calls

Pre-booked investor calls delivered directly to your calendar. Zero prospecting time, maximum conversion focus.

Custom Campaigns

Fully tailored campaigns by asset class, geography, or investor profile. Built around your specific raise requirements.

Access is limited based on capacity and vertical. Availability varies by asset class.
Request Pricing & Availability
Leadership

Trusted Professionals with
Decades of Experience

Co-Founder
Jackson Allen
We aren't just another list broker out touting how long we have been in business. We take pride in our data and are here to help our clients raise money. We will not sell you anything that we wouldn't call ourselves. Call me anytime — I'm personally invested in your success.
Co-Founder
Ryan Mackey
I have pitched hundreds of deals and raised millions of dollars over the past 15 years. My first 13 years were on Wall Street, before migrating to Miami. During my career as a broker I saw the need for top quality pre-qualified investor leads. Successfully raising money is what I bring to the table.
Full-Spectrum Support

Beyond Leads

We have broad capacity to support your marketing and sales teams in maximizing efficiency and close rates.

📋

Front Sheets

Professional investor presentation materials

📞

Dialer Leads

Surveyed leads optimized for phone outreach

📧

Email Blasts

Targeted campaigns to our investor database

🌐

Websites & Landing Pages

Conversion-optimized digital presence

📱

Social Media Ads

LinkedIn and Facebook at reduced cost via our investor database

Miami · South Florida · Statewide

Accredited Investor Leads for Miami & Florida Gold Dealers

Headquartered at 1101 Brickell Ave, we help Miami, Fort Lauderdale, Boca Raton, Palm Beach and statewide Florida precious metals dealers scale from retail buyers into high-net-worth accredited investors.

  • Sales-tax-free bullion at any amountSince August 1, 2025, qualifying gold, silver and platinum bullion is exempt from Florida sales tax with no $500 minimum.
  • Gold & silver coin are legal tenderQualifying gold and silver coins became legal tender and sales-tax-exempt in Florida on July 1, 2026.
  • No state income taxFlorida investors keep more of their after-tax hard-asset returns, and HNW households keep moving to Miami.
Local presence.
Nationwide investor flow.

Whether you run a Brickell bullion desk, a South Florida coin shop or a national Gold & Silver IRA firm, we deliver phone-verified accredited investors with $50K–$1M+ to allocate — within 24 hours, with an exclusivity period on every lead.

Precious Metals Lead Programs

Read: Florida & Miami Gold & Silver Market Opportunity (2026) →

Resource Center

Guides for Gold & Silver Operators

Answer-first guides built from the questions precious metals dealers and Gold IRA providers actually ask.

Guide 01

The Complete Guide to Acquiring Verified Accredited Investor Leads for Precious Metals Dealers

What verified accredited investor leads are, how they are qualified, what they cost to work, and how gold and silver dealers turn them into funded orders.

Read the guide →
Guide 02

Florida & Miami Gold & Silver Market Opportunity for Dealers (2026)

How Florida's bullion tax exemption, its new legal tender law, and Miami's high-net-worth growth create an opening for dealers ready to serve serious buyers.

Read the guide →
Guide 03

How Gold & Silver IRA Providers Can Source High-Intent Accredited Investors

A working guide for precious metals IRA companies that want funded rollovers, not just form fills: how the rollover works, what triggers it, and how to buy investor flow that actually closes.

Read the guide →
Guide 04

Retail Leads vs. Investor Intent: Why Most Precious Metals Lead Sources Waste Operator Time

Why cost per lead is the wrong number, and how qualified, timeline-defined investors change the math for precious metals sales teams.

Read the guide →
Guide 05

Compliance Essentials for Marketing to Accredited Investors in Precious Metals

The accredited investor definition, how verification works, and the calling, texting, email and AML rules that apply when you market gold and silver to wealthy investors.

Read the guide →
Resource Center

All Guides & 141 Answered Questions

Every question gold & silver dealers and Gold IRA providers ask us — answered.

Browse all →
FAQ

Accredited Investor Leads: Questions Answered

What are accredited investor leads?

Accredited investor leads are introductions to individuals who meet, or report meeting, the SEC's accredited investor thresholds — roughly $200K+ in annual income ($300K joint) or $1M+ in net worth excluding their home — and who have expressed interest in a specific investment. Ours are investors actively looking to allocate $50K–$1M+ into gold, silver, energy or real estate. Read the full guide.

Who qualifies as an accredited investor under SEC Rule 501?

Under SEC Rule 501(a) of Regulation D, an individual is an accredited investor with income over $200,000 ($300,000 with a spouse or spousal equivalent) in each of the last two years and the same expected this year, or net worth over $1 million excluding their primary residence. Holders of Series 7, 65 or 82 licenses in good standing qualify, as do many entities with over $5 million in assets. See the full definition.

What is your investor intake process?

Every investor goes through a three-step intake. First, a qualification phone call confirms accreditation thresholds, preferred asset class, intended allocation and timeline. Second, investors are segmented by asset preference, experience and risk tolerance. Third, they are matched and delivered to best-fit operators as exclusive or shared leads, scheduled calls or custom campaigns.

Which hard-asset verticals do you cover?

We cover three hard-asset verticals: precious metals and Gold & Silver IRAs, oil & gas and energy funds, and real estate syndications. Many investors in our network allocate across more than one, typically entering through gold and silver and expanding into energy or real estate.

How do gold dealers find accredited investors?

Most gold dealers find accredited investors through a mix of paid media, referrals from advisors and CPAs, content and SEO, and third-party lead providers that pre-qualify investors for wealth, intent and timeline. Buying pre-qualified investor flow is the fastest route because the screening is already done. See every channel compared.

What is the difference between retail leads and accredited investor intent leads?

Retail leads are usually one-click form fills, co-registration or cold-list records with no wealth check, timeline or proof of interest, while investor-intent leads are multi-step qualified for net worth or income, preferred asset class, allocation range and time to invest. The difference shows up in contact rates, ticket size and how much rep time is wasted. See the side-by-side comparison.

How quickly can I receive my leads?

Leads are delivered within 24 hours of your order being confirmed. Scheduled-call programs book investors directly onto your calendar, and ongoing programs deliver a steady flow rather than one batch.

Are your leads exclusive?

Every lead comes with an exclusivity period. You can choose Exclusive Leads (1:1 — you are the only operator receiving that introduction), Shared Leads (introduced to a limited set of non-competing operators at a lower cost), Scheduled Calls, or a Custom Campaign built around your asset class, geography and investor profile.

What verification is performed on each investor?

Every investor is verified by phone call. On that call we confirm net worth or income thresholds, preferred asset class, the capital range they intend to allocate, and their timeline to invest — so you receive a real person with defined intent, not a raw form fill.

How much capital do your investors typically allocate?

Investors in our network are looking to deploy between $50K and $1M+. Recent sample profiles include a $250K gold-and-energy allocation on a 60–90 day window, a $300K multifamily owner diversifying into precious metals, and a $500K+ family office seeking an inflation hedge on a 30-day window.

Do you only work with gold and silver dealers in Miami and Florida?

No — we are based at 1101 Brickell Ave in Miami and focus on Miami, South Florida and statewide Florida dealers, but our investor network is nationwide and we work with precious metals dealers, Gold & Silver IRA providers, bullion platforms, oil & gas operators and real estate sponsors across the U.S. See our precious metals lead programs.

Is gold and silver bullion sales-tax-free in Florida in 2026?

Yes — qualifying gold, silver and platinum bullion has been exempt from Florida sales tax at any purchase amount since August 1, 2025, when the old $500 minimum was removed, and qualifying gold and silver coins became legal tender and sales-tax-exempt on July 1, 2026. Palladium and jewelry are not covered. Read the Florida & Miami market guide.

See all FAQs

Get Access to
Accredited
Investor Demand
"We don't generate leads. We surface capital."
Text (786) 361-6993 Call (786) 361-6993 Email Us
Get In Touch

Contact Us

Ready to access verified accredited investor flow? Tap to text, call or email — we respond fast.

Text Us
(786) 361-6993
Call Us
(786) 361-6993
Email Us
info@accreditedinvestor.solutions
Office
1101 Brickell Ave
Miami, FL 33131
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