AI HNW Prospect Intelligence for Solo RIAs
Discovery Lens
C Combination Innovation
Two separate worlds finally connect — and the intersection is a product
One-Liner
Advisor inputs a prospect's name + employer → AI aggregates public records (property ownership/value, SEC executive filings, business ownership, LinkedIn title) to output an estimated wealth profile, financial complexity tier, and personalized conversation angle — in 5 minutes instead of 45.
Kill Reason
The high-net-worth prospect research market is dominated by well-funded platforms such as ZoomInfo, LinkedIn Sales Navigator, and Wealth-X that already aggregate the same public records data; solo RIAs who pay for prospect intelligence tools are already subscribed to these incumbents, and matching their data coverage requires capital investment that makes this uncompetitive on day one.
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killed: Critical weakness: Regulatory risk
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