Your clients’ heirs don’t know you yet
Section titled “Your clients’ heirs don’t know you yet”Client events are where multigenerational relationships start. The appreciation dinner where you remember a spouse switched from vegetarian to vegan since September. The market outlook seminar where a client brings their adult children for the first time.
54%
of new advisory clients come through referrals from clients, friends, and family
Cerulli, U.S. Advisor Metrics 2025
95%
of RIA firms cite enhancing the client experience as a top priority
Schwab, 2025 RIA Benchmarking Study
Those referrals start in rooms you organized, over meals you planned. Most firms still run those events with spreadsheets and Outlook.
How most firms handle events today
Section titled “How most firms handle events today”Spreadsheets and Outlook
You rebuild the invite list from memory before every event. When Sarah in ops leaves, her notebook of client preferences leaves with her.
Mailchimp or Constant Contact
Invitations arrive from marketing@yourfirm.com, not from the advisor. Clients treat marketing emails differently than a note from someone they trust with their retirement.
Your CRM’s event tools
Most CRMs log that an event happened. No registration page, no seating, no check-in. The record is in the right place — the work to produce the event still happens somewhere else.
Cvent or Eventbrite
Built for conferences and trade shows. A 30-person appreciation dinner is not a conference. No persistent client profiles across events. Expensive for what you actually use.
What Gatsby does differently
Section titled “What Gatsby does differently”Gatsby is event operations software built for relationship-driven firms. Your guest context carries forward, your invitations come from real people, and registration through check-in runs in one system.
Clients recognize the sender. The invitation arrives from the advisor’s actual Gmail or Outlook address. Not
marketing@yourfirm.com. No bulk sender footer, no unsubscribe link. It reads like a note from someone who knows them, because it is.What you learned at the March dinner is there for September. Dietary restrictions, attendance history, plus-one preferences, and your team’s notes all carry forward. No one re-enters information you already have.
Clients RSVP through a page that looks like your firm. Each guest gets a personal link. You see RSVPs update in real time, assign seating with drag-and-drop, and check guests in on an iPad at the door. No clipboards. No printed spreadsheets with last-minute pen edits.
Event data flows back to your CRM. Gatsby syncs with Salesforce, Wealthbox, or any CRM through Zapier and webhooks. When an advisor opens a client record before a quarterly review, they see every event that client attended, who they brought, and what follow-up was flagged.
We’ll show you the workflow for your next client event.
Who already runs events this way
Section titled “Who already runs events this way”General Catalyst, IVP, and Lightspeed Venture Partners run their events on Gatsby. Their events are typically invite-only, sometimes only 20 to 50 guests, where knowing each person by name is the baseline expectation. What they ordered last time, who they brought, how the seating worked: Gatsby carries that context between events.
The operational model is the same as an RIA appreciation dinner. Small list, high stakes, and a relationship that depends on getting the details right.
3M+
emails sent through the platform
6,500+
invite-only events hosted in the past year
SOC 2
Type II certified
81% of high-net-worth practices cite family events as their most effective wealth transfer strategy. The firms investing in event operations now are building the relationships that keep assets in-house when the next generation inherits.
Trusted by top teams
Will my clients feel like they're getting a mass invitation?
Every guest receives a personal RSVP link tied to their name. The invitation arrives from the advisor’s actual Gmail or Outlook address, not a bulk sender. There’s no unsubscribe footer, no campaign header. It doesn’t read like a mass invitation because it isn’t one.
How do clients experience the registration page?
The RSVP page displays your firm’s name and logo. Gatsby doesn’t appear anywhere your clients can see it. Guests confirm their details, add a plus-one, and note dietary preferences on a clean, branded form. From the client’s perspective, the page looks like something your firm built.
How does Gatsby handle compliance and data security?
Gatsby is SOC 2 Type II certified. We run regular security audits and never share or sell your data. Your client information stays yours. We support Google Workspace SSO, Okta, and enforced two-factor authentication.
Does Gatsby integrate with our CRM?
Yes. Gatsby integrates directly with Salesforce and Wealthbox, and connects to any other CRM through Zapier and webhooks. Event attendance, RSVPs, and follow-up flags sync automatically so the data lives where the rest of your relationship data lives.
Can we export our data?
Always. Export contacts, event history, and engagement data anytime in CSV or Excel. No lock-in.
See how it works for your firm
Thirty minutes, no pressure. We’ll show you the workflow for your next client event.