Plotbook

Turn property data into high-net-worth prospects instantly

24 followers

Turn property data into high-net-worth prospects instantly

24 followers

Plotbook is a geospatial wealth intelligence platform that helps wealth managers prospect high-net-worth clients through interactive property maps, AI-powered owner profiling, and verified contact data.

Free Options

Launch tags:Fintech•SaaS•Maps

Launch Team

Viktor.comAn AI coworker that actually does the work

Promoted

Maker

📌

We built Plotbook to recreate how many wealth advisors prospect for High-Net-Worth individuals. It can be challenging to identify wealth, but the common denominator is all wealthy individuals live in wealthy neighborhoods. So we created a mapping tool that allows you to click on any property like googe maps and run a deep AI search to identify the owner, their net worth, contact information, bio, etc. This way wealth advisors can go door-to-door without having to leave their desk. It's an incredibly efficient way to build out a pipeline full of qualified prospects.

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3mo ago

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