Solutions
Six jobs that all start with the same question
Who owns that house, and are they worth an hour of my week. A wealth advisor, a development officer, an acquisitions lead, and a finance director all ask that in different vocabularies, and every one of them is asking it about a place. Plotbook answers from public property records rather than from a list somebody else assembled and sold more than once.
7 days and 100 credits. We email you before the trial ends, and you can cancel yourself at any point.
Private wealth advisors
Work a territory the way you already think about it: by neighborhood, then by household, then by the person on the deed.
Read the page
Wirehouse and private bank advisors
You were issued a brand, a CRM, and an AI that summarizes meetings you already booked. Nothing in that stack finds the household you have not met.
Read the page
Nonprofits and fundraisers
Find major gift prospects who are not in your database yet, starting from the neighborhoods your mission already serves.
Read the page
Family offices
The wealth you are looking for is held through entities. Plotbook is built for the deeds that read as an LLC, a trust, or a partnership.
Read the pageReal estate investors
Find the owner of a property that is not for sale, including the ones whose deeds name an LLC and whose tax bill goes to another state.
Read the page
Luxury real estate agents
Know every owner on your farm by name, including the half whose deeds read as a trust, and find buyers who can actually clear the price.
Read the page
Political fundraisers
Build call time lists from the ground up: high-capacity households inside a district, with the employer and occupation your report will ask for.
Read the pageWhat everyone runs
One loop, from a rooftop to a real conversation
Underneath the six vocabularies there is a single workflow. The audience pages differ in where they enter it and what they do with the output.
- 01
Start from a place
Open a market, a district, a service area, or a farm. Nationwide parcel data from Regrid, covering 150M+ parcels, colored by assessed value, with the deed owner named on the parcel from zoom 16.
- 02
Work out who is behind the deed
A person-owned deed answers instantly: owners and residents at the address with ages, phones, and emails. An LLC, trust, or partnership deed goes to the research agent, which works registries, records, and mailing addresses until it reaches a named human.
- 03
Or start from the person instead
When you already know the profile rather than the address, describe it in plain English. The search parses your sentence for free, runs professional and residential databases in parallel, and merges the results into one ranked list.
- 04
Keep it, and take it with you
Everything lands in one prospect book with its wealth estimate, research summary, linked parcel, and your notes, then exports as a 26-column CSV your CRM will accept.
Honest fit
Who this is not for
Four cases where Plotbook is the wrong tool. Each audience page carries the specific limitations that matter to that audience.
Anyone working outside the United States
Parcel data, residential records, and the contact databases as we query them are all US. There is no international coverage.
Teams who want a ten-thousand-row list pull
Identification happens per property, which is what keeps each result carrying its own sources and confidence score. If bulk list volume is the requirement, a list vendor fits better.
Anyone who needs verified financial data
Wealth figures are AI-generated estimates shown as ranges with a confidence score. There are no account balances, holdings, or filings behind them.
Workflows that need a live CRM sync
The handoff is a CSV, deliberately. There is no two-way integration with Salesforce, Raiser's Edge, or anything else.
See it run
The whole loop, in one sitting
The full product walkthrough: the map, a research run against an entity deed, people search, and the prospect book exporting to CSV.
Full walkthrough, 3 min. All people, contacts and wealth estimates shown are fictional demo data; property records are real public data.
Questions
Before you pick a page
Start with the ground you know
Whatever you call the job, the first move is the same: open a market you already understand and check the map against what is in your head.
New subscribers start with 7 days and 100 credits. We email you before the trial ends.