Our data is sourced from trusted third-party partnerships, government filings, court records, public web resources, and advanced AI-based research.

Yes, our data is highly accurate. It is sourced from reputable providers, undergoes rigorous sanity checks, and is cross-referenced with established sources to ensure its reliability.

Yes. Our platform was built for both large firms as well as individual advisors. Admins can add as many users as they want to their team, who will then be incorporated into the insights.

Yes, our platform generates personalized outreach content tailored to each prospect from the perspective of each user. Additionally, we provide automated outreach tools that can manage email communication on behalf of users.

We strictly comply with Do Not Call lists and provide options for prospects to opt out of future communications.

Our priority score consists of 3 main parts, driven by machine learning algorithms:
 A prospect's potential value including factors like net worth and money-in-motion events.
 The probability that an advisor converts a prospect, given their personal and professional affinities.
 Optimal matching over prospects and advisors to reduce sharing between separate teams.
 Together, these define the priority score to maximize conversion of assets under management for each team.

Our algorithms estimate prospects' wealth by categorizing them into specific wealth segments. This is achieved through asset ownership records, historical data analysis, lookalike modeling, and financial data related to a prospect's professional history.

Absolutely. We offer integrations with most CRM and marketing tools. If you require specific integrations that are not supported out of the box, please let us know, and we will make every effort to accommodate your needs.

Yes, our platform can enhance your existing prospect data by applying our insights, enrichments, and analytics. This can be done through direct upload to the platform or via CRM integration.