Plotbook
For Family Offices

Source Ultra-High-Net-Worth Prospects with Property Intelligence

Family offices need a different kind of lead. Plotbook maps ultra-high-value properties, identifies owners, and delivers AI-researched profiles with verified contact information.

Start UHNW Prospecting

TL;DR Summary

Family offices need a different kind of lead. Plotbook maps ultra-high-value properties, identifies owners, and delivers AI-researched profiles with verified contact information.

The Problem

Traditional prospecting methods waste time on unqualified leads. Wealth data is scattered across dozens of sources, making it nearly impossible to build a reliable picture of a prospect's financial profile from property records alone.

The Plotbook Solution

Plotbook combines parcel-level property data with AI-powered owner research to give you a complete wealth profile in seconds. Search any address, identify the owner, and get verified contact information — all from a single interactive map.

Ultra-High-Value Property Search

Filter parcels by value to focus exclusively on $5M+ properties. Identify UHNW concentrations in target markets instantly.

Deep AI Owner Profiles

Our AI research agent compiles comprehensive dossiers — real estate holdings, professional background, board memberships, and estimated net worth.

Multi-Source Intelligence

Data from Regrid, Apollo, RocketReach, and web search combined into a single actionable profile. No more toggling between platforms.

Discreet Research

Research prospects without alerting them. Property records and business databases are queried privately through our AI pipeline.

Market Analysis

Analyze property value distributions across ZIP codes to identify emerging wealth corridors and under-served UHNW markets.

Direct Contact Access

Get verified business email addresses and direct phone numbers. Bypass gatekeepers and reach decision-makers directly.

Frequently Asked Questions

Plotbook identifies ultra-high-value property owners and enriches their profiles with AI research. Family offices can map target markets, identify UHNW homeowners, and get verified contact details — all from one platform.
Yes. When our AI agent researches an owner, it can surface additional properties linked to the same individual or entity, giving you a more complete picture of their real estate portfolio.
Our AI research pipeline can trace LLC ownership through public records and web research. While not every LLC can be resolved, our multi-source approach identifies the beneficial owner in many cases.
Plotbook covers 99% of US parcels through our Regrid integration. This includes all 50 states and most US territories, with property values, boundaries, and owner information.
Yes. Plotbook's Pro and Enterprise plans support team accounts, shared prospect lists, and CSV exports that integrate with any CRM or wealth management platform.

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