Decision intelligence for
wealth management.
A dynamic market demands a dynamic pipeline.
Powerful segmentation. Proprietary analytics.
Built on regulatory data, enriched profiles, news, and digital footprint.
Who We Serve
Built for teams who compete on timing
Advisor Recruiters
Know when top advisors move or are about to. Build target lists from outcomes.
Asset Managers
Identify distribution partners aligned with your fund strategies. Research before every meeting.
Wholesalers
Track territory movement. Surface advisors worth your time. Prep smarter, not longer.
RIA Aggregators
Source acquisition targets systematically. Segment by growth, channel, and trajectory.
Powerful Screening
Find exactly who you're looking for
Screen by AUM, production proxies, prior firms, reachability, channel, and geography. Stack criteria. Save views. Come back to them.
- Exclude advisors from specific prior firms — not just current ones
- Flag reachable advisors with verified contact data
- Surface disclosure history as a subtle signal, not a blocker
Signals
See movement as it happens
We detect movement signals daily. Firm changes, registration updates, team shifts. Our AI parses industry news to extract M&A deals, team moves, advisors involved, linking stories to our data before they hit the filings.
- Movement detection from regulatory filings, updated daily
- Top Stories: AI-parsed news linked to firms and advisors
- Your saved segments update as the market moves
Segmentation
Build segments from outcomes, not assumptions
Tag advisors and firms based on your outcomes, as Closed, Prospect, or Not a Fit. Filter by outcome, exclude bad fits, and refine your searches over time.
- ICP tagging tied to your actual results
- Filter and exclude by outcome
- Your segments, validated by your data
Enterprise
Data infrastructure for distribution at scale
For asset managers and large distribution teams, we build custom data pipelines, Salesforce integrations, and entity resolution at scale. Your advisor universe, unified.
