Financial advisors: Trust starts in the inbox.
Financial advisors: Trust starts in the inbox.
Client relationships are built through consistent communication, clear follow-ups, and professional execution — long before performance speaks for itself.
Polymail helps advisors manage conversations with confidence and precision.
Client relationships are built through consistent communication, clear follow-ups, and professional execution — long before performance speaks for itself.
Polymail helps advisors manage conversations with confidence and precision.
Up and running in 60 seconds. No card required.
Up and running in 60 seconds. No card required.
Hey financial advisors, the truth is:
Hey financial advisors, the truth is:
Hey financial advisors, the truth is:
You build trust through consistency, clarity, and follow-through. When communication loses structure, confidence erodes quietly.
Polymail brings discipline and visibility to advisor communication, so every interaction reinforces credibility.
Polymail helps Financial Advisors communicate with consistency and confidence.
Polymail helps Financial Advisors communicate with consistency and confidence.
Polymail helps Financial Advisors communicate with consistency and confidence.
Know when a client opens your report or proposal
Know when a client opens your report or proposal
Know when a client opens your report or proposal
Auto-follow up if they don’t reply
Auto-follow up if they don’t reply
Auto-follow up if they don’t reply
Book portfolio reviews instantly
Book portfolio reviews instantly
Book portfolio reviews instantly
Use templates for onboarding, updates, and renewals
Use templates for onboarding, updates, and renewals
Use templates for onboarding, updates, and renewals
Keep threads organized and compliant
Keep threads organized and compliant
Keep threads organized and compliant
Track engagement across your book
Track engagement across your book
Track engagement across your book
What other advisors are saying
“Polymail gives me a simple, affordable way to track when clients read my emails. Delayed send is genuinely useful, and the native Mac app is far better than any browser-based platform I’ve used.”
Is Andrews
Freelance Writer, Editor, & Proofreader
12 - Oct - 2025
“It’s one of those apps that are open all the time. Business critical.”
Richard Nadj
Freelance Web Developer
12 - Oct - 2025
“Polymail is part of my daily workflow. Features like Activity Feed, Send Later, Follow-Ups, and Reminders are invaluable for managing donor communications.”
Jay Richardson
VP of Advancement, GSOT.edu
12 - Oct - 2025
“Polymail gives me a simple, affordable way to track when clients read my emails. Delayed send is genuinely useful, and the native Mac app is far better than any browser-based platform I’ve used.”
Is Andrews
Freelance Writer, Editor, & Proofreader
12 - Oct - 2025
“It’s one of those apps that are open all the time. Business critical.”
Richard Nadj
Freelance Web Developer
12 - Oct - 2025
“Polymail is part of my daily workflow. Features like Activity Feed, Send Later, Follow-Ups, and Reminders are invaluable for managing donor communications.”
Jay Richardson
VP of Advancement, GSOT.edu
12 - Oct - 2025
“Polymail gives me a simple, affordable way to track when clients read my emails. Delayed send is genuinely useful, and the native Mac app is far better than any browser-based platform I’ve used.”
Is Andrews
Freelance Writer, Editor, & Proofreader
12 - Oct - 2025
“It’s one of those apps that are open all the time. Business critical.”
Richard Nadj
Freelance Web Developer
12 - Oct - 2025
“Polymail is part of my daily workflow. Features like Activity Feed, Send Later, Follow-Ups, and Reminders are invaluable for managing donor communications.”
Jay Richardson
VP of Advancement, GSOT.edu
12 - Oct - 2025
Trusted by many like
Imagine this...
Imagine this...
Imagine this...
It’s 2am. You finish writing an investor update you’ve rewritten three times. You schedule it to send at 11am the next morning.
By early afternoon, you open your inbox and see
that 14 investors opened it. Three of them opened
it more than once.
You raise that $25K bridge round you needed that week.
You get notified when they open it.
They click your link and book a call that converts.
You just closed $3,000 in revenue —without lifting a finger.
It’s 2am. You finish writing an investor update you’ve rewritten three times. You schedule it to send at 11am the next morning.
By early afternoon, you open your inbox and see
that 14 investors opened it. Three of them opened
it more than once.
You raise that $25K bridge round you needed that week.
You get notified when they open it.
They click your link and book a
call that converts.
You just closed $3,000 in revenue —without lifting a finger.
Stay consistent. Build trust. Retain more clients.
Stay consistent. Build trust. Retain more clients.
Stay consistent. Build trust. Retain more clients.
Advisors get dropped when they go quiet, get slow, or seem disorganized:
Advisors get dropped when they go quiet, get slow, or seem disorganized:
Advisors get dropped when they go quiet, get slow, or seem disorganized:
Reusing templated updates
Reusing templated updates
Reusing templated updates
Automating follow-ups on proposals or reports
Automating follow-ups on proposals or reports
Automating follow-ups on proposals or reports
Booking reviews directly from email
Booking reviews directly from email
Booking reviews directly from email
Tracking which clients are engaging
Tracking which clients are engaging
Tracking which clients are engaging
Polymail makes you look responsive, professional, and reliable—every time.
Polymail makes you look responsive, professional, and reliable—every time.
Polymail makes you look responsive, professional, and reliable—every time.
Built for solo RIAs and multi-advisor teams.
Built for solo RIAs and multi-advisor teams.
Built for solo RIAs and multi-advisor teams.
Most CRMs are overkill. Other "power inboxes" fall short. Polymail is the #1 inbox for advisors who want:
Most CRMs are overkill. Other "power inboxes" fall short. Polymail is the #1 inbox for advisors who want:
Most CRMs are overkill. Other "power inboxes" fall short. Polymail is the #1 inbox for advisors who want:
Clean client communication
Clean client communication
Clean client communication
No-hassle reminders and meeting links
No-hassle reminders and meeting links
No-hassle reminders and meeting links
Real-time tracking on sensitive sends
Real-time tracking on sensitive sends
Real-time tracking on sensitive sends
Secure, organized inbox management
Secure, organized inbox management
Secure, organized inbox management
Full cross-device syncing
Full cross-device syncing
Full cross-device syncing
Top-rated Gmail replacement for advisors in 2025
Top-rated Gmail replacement for advisors in 2025
Trusted by 10,000+ client-based professionals
Trusted by 10,000+ client-based professionals
Used by RIAs, planners, and fiduciary advisors nationwide
Used by RIAs, planners, and fiduciary advisors nationwide
Built by founders, for founders • YC S16 • 10,000+ users • Trusted by teams at Uber & more
Built by founders, for founders • YC S16 • 10,000+ users • Trusted by teams at Uber & more
Built by founders, for founders • YC S16 • 10,000+ users • Trusted by teams at Uber & more
Our story
From YC beginnings to a thoughtful rebuild in 2025, Polymail is entering a new era shaped by the people who loved it most.
Subscribe for Updates
Company
Trust & Community
Social Links
Copyright © 2026 Polymail
Our story
From YC beginnings to a thoughtful rebuild in 2025, Polymail is entering a new era shaped by the people who loved it most.
Subscribe for Updates
Company
Trust & Community
Social Links
Copyright © 2026 Polymail
Our story
From YC beginnings to a thoughtful rebuild in 2025, Polymail is entering a new era shaped by the people who loved it most.
Subscribe for Updates
Company
Trust & Community
Social Links
Copyright © 2026 Polymail
Our story
From YC beginnings to a thoughtful rebuild in 2025, Polymail is entering a new era shaped by the people who loved it most.
Subscribe for Updates
Company
Trust & Community
Social Links
Copyright © 2026 Polymail