Plotbook
Product demo · 3 min

Turn property records into new clients

The wealthiest households in your market are already on the map. Plotbook finds the high-value homes, names the owner behind the trust or LLC, and hands you their contact details and an estimated net worth, so you can spend your time winning clients instead of hunting for them.

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30% off your first month
PLOTBOOK30

$150mm+

in new assets added by advisors using Plotbook

$1bn+

in new opportunities identified

7 days

free trial, with 100 credits to research real owners

Why prospecting stalls

The money isn’t hard to find. The owner is.

How most advisors prospect

  • Bought lists that are stale before you dial
  • Referrals you can't schedule or scale
  • LLCs and trusts that hide who actually owns the money

With Plotbook

  • Start from the asset: a $5M home is a wealth signal you can see
  • AI names the person behind the trust or LLC
  • Their email, phone and estimated net worth, ready for outreach

What you just watched

From a map to a first meeting

  1. 01

    Find where the money is

    Filter any market to its most valuable homes. Every parcel shows its value, boundaries and owner of record.

  2. 02

    See past the trust

    An AI researcher works through county records, filings and professional databases to name the person who controls it, showing its reasoning as it goes.

  3. 03

    Get a way in

    Email, phone, employer and an estimated net worth, investable assets and income, so you know who is worth the call.

  4. 04

    Build a pipeline

    Search by firm, title and city in plain English, save the people who fit, and export the list to your CRM as a CSV.

The math

One new client pays for years of Plotbook

Every household you bring on compounds: fees this year, more assets as they grow, and the referrals that follow. Plotbook only has to open one of those doors to earn its place.

$2,000,000 household at a 1% fee$20,000/yr
Plotbook Starter, billed yearly$758/yr

Illustrative example. Your fee schedule and client sizes will differ.

For demo viewers

Find your next client this week, 30% off your first month

  • 7-day free trial with 100 credits
  • Starter from $55.30 for your first month, normally $79
  • Cancel before the trial ends and pay nothing

Your code

PLOTBOOK30
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Questions

Want to see a finished report first? View a sample report