The intelligence layer
FiND turns client discovery into a precision system — powered by 200+ signals across 40 million data points, updated every 24 hours.
AUM range, geography, industry focus, life stage, risk tolerance. In under 20 minutes, you define the precise criteria for the clients who would be genuinely transformative for your practice.
The more specific you are, the sharper the signal. FiND doesn't surface everyone — only the fits that actually matter.
While you're meeting clients, FiND is scanning SEC filings, professional networks, estate records, and licensed wealth data — detecting the moments that predict an advisor relationship change.
We call them signals. You'll call them timing.
Signal taxonomy
Every matched prospect comes with a briefing — not a name on a list. You learn why they're a fit, what changed, who you both know, and how to open the conversation in a way that lands.
The difference between cold outreach and a warm introduction is context. FiND gives you that context at scale.
A typical FiND week
Most advisors spend 8–12 hours a week on prospecting activities with unpredictable results. FiND compresses that into a 20-minute daily review — and surfaces higher quality opportunities than manual methods ever could.