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AI-Powered Client Discovery

The clients who
are ready to move —
found first.

Paithos FiND surfaces high-fit wealth management prospects using signal intelligence — behavioral data, wealth triggers, and network proximity, updated every 24 hours.

$2.1T
AUM in prospect universe
94%
Match accuracy, advisor-verified
38d
Average days to first meeting
4.2×
Pipeline growth vs. referral-only
Trusted by advisors at
Meridian WealthHalcyon CapitalAldermoor PartnersVantara AdvisorySolis Financial
Signal intelligenceAUM-fit matchingLiquidity event detectionNetwork proximityWealth transition signalsAdvisor churn indicatorsAI prospect briefings40M+ data points dailySignal intelligenceAUM-fit matchingLiquidity event detectionNetwork proximityWealth transition signalsAdvisor churn indicatorsAI prospect briefings40M+ data points daily

What changes

Most advisors prospect
by accident.

Referrals are unpredictable. Conferences are expensive. Cold outreach converts at 1–2%. FiND detects the moments when high-AUM prospects are genuinely ready to reconsider — and gets you there first, with context.

Liquidity events — option exercises, RSU vests, secondary offerings, IPO expirations
Business transitions — sales, M&A, practice exits, succession signals
Network proximity — warm paths through your existing client relationships
Advisor churn signals — relationship changes that open a window for outreach

The numbers

200+
behavioral and financial signals monitored per prospect, 24/7
40M
data points refreshed daily across public and licensed sources
3.1×
higher outreach response rate vs. cold prospecting for Growth plan advisors
All data sourced from compliant, permissioned channels. No cold lists.

"I'm not chasing leads anymore. I'm having conversations with people who were already ready to move."

David Marsh, CFP · Managing Director, Halcyon Capital
01 — Setup
Define your ideal client
AUM range, geography, industry, life stage. Under 20 minutes. The more specific, the sharper the signal.
02 — Intelligence
FiND monitors 200+ signals
Our models run continuously. High-fit matches arrive every morning, each one triggered by something that just changed.
03 — Action
Reach out with full context
Each prospect comes with a briefing, a score, and a warm path. You show up knowing more than they expect.

Your next AUM
milestone,
mapped.

Join advisors who stopped waiting for referrals. FiND turns client discovery into something systematic, scalable, and surprisingly personal.

View pricing

No commitment. 14-day free trial on all plans.

"Most advisors find clients by accident. FiND makes it a system."

— Rachel Kim, RIA · $420M AUM · San Francisco