Intelligence
Know who is worth a call.
ClientGen tracks 12 distinct money-in-motion events across your market, then tells you who moved, why it matters, and how to reach them.
Money in motion
12 events that start relationships
Money moves when life changes. These are some of the changes ClientGen watches for.
Discover
Find the people worth your time
Search your market the way you actually think about it, by geography, profession, employer, alma mater, net worth, or the life event that just happened. And where a path to a warm introduction exists, you see it.
Illustrative interface, not live data.
Enrich
Turn a name into a real prospect
A name on a list is not a prospect. Enrichment adds verified contact details, household context, and the net-worth picture that tells you whether a conversation is worth having, including data through our Broadridge partnership.
- Contact enrichment, name, email, and phone
- Net worth, income, and family demographics
- Broadridge partnership for net-worth data
- Social profiles and verified contact info
- Export to CSV or Excel whenever you want
Monitor
Hear about it before someone else does
The same signals that find new prospects run across the clients you already have. When money moves in your book, you are the one who calls first, and you can see the assets held away that you are not managing yet.
Book alerts
1,000 monitoredAggregate outside assets: view
Illustrative interface, not live data.
How it works
Credits, and where the data comes from
One credit, one prospect
Unlocking a prospect spends a credit and gives you everything we know about them. Your plan includes 1,000 upfront.
Public and permissioned sources
Data is aggregated from public sources and permissioned providers, then verified before it reaches you. The underlying platform is a registered data broker.
Your data stays yours
Export to CSV or Excel any time. We do not sell it, rent it, or use one firm's data to benefit another.
See the full capability comparison
Sourced from public records, licensed aggregators, and commercially available datasets, with net-worth context through our Broadridge partnership.
See what is in your market.
A short walkthrough of the prospects and signals ClientGen would surface for you.