Product How it works Pricing Intelligence

The intelligence layer

The data that makes
timing possible.

FiND isn't a lead list. It's a continuously running intelligence system — monitoring 200+ signals across 40 million data points, updated every 24 hours, calibrated to your exact client criteria.

200+
signals per prospect, continuously monitored
40M
data points refreshed every 24 hours
94%
match accuracy, advisor-verified
38d
average signal to first meeting
01
Signal Intelligence

200+ signals.
Running while
you sleep.

Our models continuously scan SEC filings, professional networks, estate records, FINRA data, and licensed wealth datasets — weighing each signal against your client profile to produce a single, precise match score.

Signal analysis · James Rutherford
Live
SEC Form 4 filing
0.95
Network proximity
0.88
AUM profile match
0.91
Advisor churn risk
0.74
Life stage alignment
0.96
Match score
Across 200+ weighted signals
94
JR
James Rutherford
CFO · Austin, TX · $4.2M est.
94
Signal triggerSEC Form 4 · Option exercise
Network pathVia Laura Mills (your client)
Signal detectedToday · 7:14 AM
AI Briefing
James exercised company options following a secondary offering. Your client Laura Mills connected with him at Austin Capital — a warm intro path exists. His current advisor is with a wirehouse that recently had a compliance issue.
02
AI Briefings

Context that turns
outreach into
conversation.

Every match comes with a briefing: what triggered the signal, estimated wealth profile, shared connections, and a personalized conversation opener. The difference between cold outreach and a warm introduction is context — FiND gives you that context at scale.

Six signal types. All running simultaneously.

FiND doesn't rely on one data source or one type of event. It triangulates across six signal categories — weighting each against your specific profile — to surface prospects at exactly the right moment.

Liquidity events
Option exercises, RSU vests, secondary offerings. Sudden wealth that needs a strategy.
Daily scan
Business transitions
M&A filings, practice sales, partnership dissolutions. Wealth in motion.
Real-time
Network proximity
Second and third-degree connections through your existing client base.
Weekly analysis
Advisor churn signals
FINRA filings, wirehouse departures, compliance events. Windows that close fast.
Continuous
Life stage triggers
Retirement, career changes, major leadership transitions.
Event-driven
Inheritance signals
Probate activity, estate transfers. New wealth, no existing advisor.
Licensed data
40M
Data points, refreshed daily
Public filings, network activity, and wealth signals — every 24 hours. No stale lists, no manual updates.
100%
Compliance-first sourcing
All data from permissioned, licensed channels. FINRA-aware, SEC-sourced, no cold-list scraping. Documentation available for Enterprise.
3.1×
Higher response rate
Advisors using FiND briefings report 3.1× higher first-outreach response rates vs. cold prospecting.

Ready to let the
data do the work?

20 minutes of setup. First matches arrive tomorrow morning.