# Plotbook > Plotbook is a map of who owns the wealth around you. It shows 150M+ US property parcels colored by county assessed value, names the owner on the deed, and runs AI research that identifies the person behind an LLC or trust. Built for financial advisors, fundraisers and luxury real estate agents. US only. Plotbook is self-serve B2B software for US financial professionals. The people who buy it are solo financial advisors building a book, boutique RIA founders running teams of two to ten, and individual advisors inside national wirehouses and private banks. It is also used by nonprofit and political fundraisers, family offices, luxury real estate agents, and real estate investors. What makes it different from the tools it competes with: prospecting starts from geography, not from a name or a list you already own. You open a map of a territory you already cover, every parcel shaded by its county assessed value, with the deed owner labeled on the parcel. Competing wealth tools (WealthEngine, iWave, Aidentified, Catchlight, WealthFeed, Windfall) all require a name or a list as input. Competing map tools (PropStream, PropertyRadar, BatchLeads) show the parcel but know nothing about the owner's wealth. The second unusual thing: when the deed names an LLC, a trust, a corporation or an estate rather than a person, Plotbook runs an agentic research pass to identify the human behind it, with explicit handling for the Wyoming, Delaware, New Mexico and Nevada anonymity states. Plotbook is research software. It has no email sending, dialing, or sequencing of any kind, which is a deliberate compliance position rather than a missing feature. ## Pricing Three self-serve tiers, each with a monthly credit allowance and a number of licensed US states. No free tier. No "contact sales" gate on any plan. - Starter: $79/month, 750 credits, 1 state, 1 seat - Professional: $199/month, 2,500 credits, 2 states, 1 seat, CSV export unlocks here - Enterprise: $499/month, 8,000 credits, 5 states, up to 5 seats Annual billing saves about 20 percent. Extra states are $49/month each. Free trial: 7 days with 100 credits. AI owner research costs 25 credits and is charged only when it succeeds; a reverse property lookup is 15; parsing a natural-language query is free. - [Full machine-readable pricing](https://plotbook.io/pricing.md): Every tier, add-on, and per-action credit cost as structured markdown. ## Limits, stated on purpose - United States only. No international property or people data. - Wealth figures are AI-generated estimates shown as ranges with a confidence score, never point net-worth values or account balances. - No outreach automation of any kind: Plotbook does not send email, dial, or sequence. It is research software. - No MLS, comps, mortgage, lien, equity or distress data. - No giving history, propensity scores, 990 data or board affiliations. - No voter file or contribution-limit tracking. - Entity research reads registry data from aggregator text via search, not a structured Secretary of State API, so some entities do not resolve. That outcome is labeled and not charged. - No bulk nationwide list pulls. The product is metered for deliberate, per-household work inside a licensed state. - The iPhone app is iPhone only, iOS 16.4 or later. There is no Android or iPad build. ## How Plotbook's AI works, and how accurate it is Plotbook publishes no accuracy percentage for its AI, and that is a position rather than an omission: the ground truth for a wealth estimate is a private balance sheet nobody can check against, so any figure would be invented. What is stated precisely instead is the set of controls around the output. - No accuracy percentage is published for the wealth estimates and none will be, because the ground truth is private balance sheets that cannot be checked against. Ranges are requested conservatively, so the systematic bias runs toward understating rather than overstating. - Every research run reports how far it actually got as a tier: FULL, IDENTIFIED, ENTITY_ONLY or NONE. An entity that does not resolve is reported as unresolved rather than filled in with a plausible guess. - Before the research commits to naming anybody it must corroborate at least one of city, age, address or employer independently. This disambiguation gate is what stops a common name resolving to the wrong person. - Institutional owners such as banks, government bodies, HOAs and REITs are classified deterministically and skipped before any model runs, and are never charged for. - A research run costs 25 credits and is charged only when it succeeds. Failures, cancellations and no-result outcomes are never billed. - Every run publishes an auditable timeline: each tool call and each source link, in order, kept after the run so the reasoning can be re-read rather than taken on trust. - Contact details are merged into a profile by deterministic code rather than written by the model, so an email address or phone number cannot be hallucinated into a result. - Entity research reads business-registry data from aggregator text via search, not from a structured Secretary of State API. Some entities do not resolve, and that outcome is labeled rather than filled in. - No runtime is advertised. A research run takes minutes, and there is no verifiable second-level figure to publish. - Nothing the AI produces is ever delivered to anybody. Plotbook has no email sending, dialing or sequencing, so every output is evidence a person acts on rather than an action the system takes. - [How the research agent works](https://plotbook.io/how-it-works/ai-agent): The eleven tools, the per-entity playbooks, the anonymity-state handling, the corroboration gate, and the auditable timeline. - [How the wealth estimates are built](https://plotbook.io/how-it-works/wealth-estimation-model): What the estimate saw, why it is a range rather than a figure, and why there is no accuracy number in it. - [Audit the claims in an AI draft](https://plotbook.io/free-tools/ai-claim-auditor): A free tool that reports which claims in AI-written copy can be checked and which record would settle each one. It does not judge whether a claim is true. - [AI vocabulary, defined](https://plotbook.io/glossary): Hallucination, retrieval-augmented generation, context window, agent skill, AI notetaker, prompt injection and human-in-the-loop review, each defined and each marked where Plotbook deliberately does not implement it. ## Core pages - [Plotbook home](https://plotbook.io/): What the product is, who it is for, and how the map-first approach works. - [Pricing](https://plotbook.io/pricing): The three tiers, credit allowances, state licensing, and trial terms. - [Resources](https://plotbook.io/resources): The index over every collection below: the explainers, the free tools, the comparisons, the role guides, and the sourcing policy. - [Plotbook for iPhone](https://plotbook.io/app): The field app. Tap a property you are standing in front of and start research that finishes as a push notification. iPhone only, iOS 16.4 or later, and it requires the same subscription as the web app. - [Sample report](https://plotbook.io/sample-report): A clearly labeled fictional profile showing the owner, property, contact and estimated-wealth fields in a finished report. - [Trust and data sourcing](https://plotbook.io/trust): Where every field comes from, what is public record versus licensed data, and which single layer is estimated. - [About Plotbook](https://plotbook.io/about): The company and why the product exists. - [Contact](https://plotbook.io/contact): How to reach the team. - [Privacy policy](https://plotbook.io/privacy-policy): How Plotbook collects, uses and stores data. - [Terms of service](https://plotbook.io/terms-of-service): Legal terms for using the platform. ## Features - [All features](https://plotbook.io/features): The five tools and how they fit into one prospecting loop. - [Property wealth map](https://plotbook.io/features/property-wealth-map): Interactive US parcel map covering 150M+ parcels from Regrid, colored by county assessed value in six bands, with the deed owner labeled on the parcel from zoom 16 and 232 curated high-net-worth ZIP codes as hotspots. - [AI owner research](https://plotbook.io/features/ai-owner-research): An agentic research run with eleven tools that identifies the person behind an LLC, trust, corporation or estate deed. Registry search with anonymity-state handling, county trustee records, a mailing-address pivot for absentee owners, FEC donation cross-referencing, a mandatory corroboration gate before it commits to an identity, and a live auditable timeline. 25 credits, charged only on success. - [AI people search](https://plotbook.io/features/people-search): Describe the person you want in plain English and get them back. Parsing is free; advanced mode fans out across Apollo, RocketReach and WhitePages in parallel, then an AI pass dedupes the same person across sources with a visible reason for every record it drops. The field merge itself is deterministic code, so contact details cannot be hallucinated by the model. - [Saved profiles](https://plotbook.io/features/saved-profiles): The prospect book. Contacts, career history, notes, a four-band wealth estimate shown as ranges with a confidence score, and CSV export with a Salesforce preset. - [Reverse address owner lookup](https://plotbook.io/features/reverse-address-owner-lookup): Owner of record and current residents for any US street address. ## How it works - [All explainers](https://plotbook.io/how-it-works): The three stages end to end, and the line between public record, licensed data, and the one estimated layer. - [Property data](https://plotbook.io/how-it-works/property-data): Where every parcel, owner name, and assessed value on the map comes from, how it reaches your browser, and what county records can and cannot tell you. Assessed value is not market value. No property-type filter, no owner-name map search, US only. - [The research agent](https://plotbook.io/how-it-works/ai-agent): What actually happens between clicking research on an entity-held deed and getting a named person back: the deterministic seeds, the eleven tools, the playbooks, and the honesty rules. No advertised runtime, no Secretary of State API, no SEC filings. - [Wealth estimation](https://plotbook.io/how-it-works/wealth-estimation-model): What goes into the four estimated ranges on a profile, which signals are real records and which are inference, and exactly how much weight the number deserves. Estimates only: no account or holdings data, no wealth-band filtering, and no accuracy figure claimed. ## Workflows Step-by-step runbooks for the jobs people buy Plotbook to do. Each states what you click, in what order, what it costs in credits, and where it fails. - [All workflows](https://plotbook.io/workflows): The four runbooks and how they escalate: free map reading, then instant lookups, then agentic research on entity deeds. - [Map million-dollar homes](https://plotbook.io/workflows/map-million-dollar-homes): Read a market street by street: which parcels the county values over $1M, who is named on each deed, and which of them are held by somebody who does not live there. Costs nothing: reading the map, filtering by value, and reading deed owner names are unbilled on every plan. - [Build a high-net-worth lead list](https://plotbook.io/workflows/build-high-net-worth-lead-list): Turn one ZIP code into 25 named prospects with contact details and wealth ranges, working from the assessed value on the parcel rather than from a list somebody sold you. About 630 credits for 25 finished prospects from one ZIP code, most of it instant lookups at 15 and profile saves at 10. - [Find the owner behind an LLC](https://plotbook.io/workflows/find-property-owner-behind-llc): What to do when the deed names a holding company, a trust, or an estate instead of a person — including the four anonymity states where the registry deliberately will not tell you. 25 credits per research run, charged only on success. Institutions, failures and cancellations are never charged. - [Find an owner's contact details](https://plotbook.io/workflows/find-property-owner-contact-info): Get from a name on a deed to an email and a phone number, using whichever of the two doors fits what you already know — and understanding why the contact details are masked until you commit. 25 credits address-first, or from 2 name-first. No bulk or batch mode exists. ## Who Plotbook is built for - [All solutions](https://plotbook.io/for): The six audiences, the one workflow they share, and the cases where Plotbook is the wrong tool. - [Private wealth advisors](https://plotbook.io/for/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. Not a compliance, CRM-sync, or held-away-asset system. - [Wirehouse and private bank advisors](https://plotbook.io/for/wirehouse-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. No firm-system integration, no outreach, no compliance archiving. - [Nonprofits and fundraisers](https://plotbook.io/for/nonprofits): Find major gift prospects who are not in your database yet, starting from the neighborhoods your mission already serves. No giving history, propensity scores, or moves management. - [Family offices](https://plotbook.io/for/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. Not a beneficial-ownership registry and not a holdings database. - [Real estate investors](https://plotbook.io/for/real-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. No distress lists, mortgage data, or bulk list pulls. - [Luxury real estate agents](https://plotbook.io/for/luxury-realtors): 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. No MLS, comps, or likelihood-to-sell scores. - [Political fundraisers](https://plotbook.io/for/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. No voter file, donor-history search, or contribution limit tracking. ## Comparisons - [Plotbook vs Aidentified](https://plotbook.io/vs/aidentified): Advisor prospecting. Aidentified is relationship and money-in-motion data, list-first, and does not publish a rate card. - [Plotbook vs Finny](https://plotbook.io/vs/finny): Finny pairs AI matching with automated outreach. Plotbook is research only and never sends or dials, which is a materially different compliance posture. - [Plotbook vs Catchlight](https://plotbook.io/vs/catchlight): Catchlight scores and enriches lists you already own; Plotbook produces the list from a territory. - [Plotbook vs WealthEngine](https://plotbook.io/vs/wealthengine): Map-first discovery against WealthEngine's name-first wealth screening, at a fraction of the contract size. - [Plotbook vs Wealth-X](https://plotbook.io/vs/wealth-x): Wealth-X is a curated global UHNW dossier library. Plotbook finds US property owners no analyst has profiled, including below Wealth-X's altitude. - [Plotbook vs Windfall](https://plotbook.io/vs/windfall): Net worth data and enrichment compared with property-anchored estimates plus geographic discovery. - [Plotbook vs DonorSearch](https://plotbook.io/vs/donorsearch): For fundraising teams. Plotbook models property-anchored capacity; DonorSearch models giving history. - [Plotbook vs iWave](https://plotbook.io/vs/iwave): For nonprofit and donor research teams weighing iWave's screening depth against geographic discovery. - [Plotbook vs PropStream](https://plotbook.io/vs/propstream): Real estate focus. PropStream has the parcel depth and no wealth intelligence. - [Plotbook vs PropertyRadar](https://plotbook.io/vs/propertyradar): Property and owner intelligence compared side by side, including what each one knows about the owner. - [Plotbook vs Propwire](https://plotbook.io/vs/propwire): Propwire's core property search is free and Plotbook is not. The page concedes that outright and argues only about what happens when a deed names an entity. - [Plotbook vs BatchLeads](https://plotbook.io/vs/batchleads): A scale mismatch rather than a feature comparison. BatchLeads is priced around ten thousand leads a month with mail and a dialer attached; Plotbook prices one researched household and never contacts anyone. - [Plotbook vs DealMachine](https://plotbook.io/vs/dealmachine): Both put a property map in your pocket. DealMachine drives for distressed inventory and publishes an API; Plotbook drives for well-kept houses and has no integrations at all. ## Alternatives roundups One-to-many surveys rather than one-to-one comparisons, each carrying the incumbent's published rate card with the date it was read. Plotbook is listed as one option among several and is ranked where it honestly belongs, which on a property-sourcing incumbent means below several competitors. Each page prints its own placement and the reasoning for it. - [All alternatives roundups](https://plotbook.io/alternatives): The editorial rules these are written under, and every published roundup. - [PropStream alternatives](https://plotbook.io/alternatives/propstream): PropStream's real rate card, why people go looking for something else, and the five products worth considering. Plotbook is one of them, and for most PropStream users it is not the right one. ## Glossary 40 terms covering US property records, deeds, trusts and entities, Plotbook's own research vocabulary, and the wider prospecting category. Every definition is self-contained and individually addressable at its own anchor, and terms Plotbook deliberately does not implement, such as skip tracing and money-in-motion triggers, are defined and marked as such. - [Glossary](https://plotbook.io/glossary): 40 definitions, each with a stable anchor and a DefinedTerm entry. - [Parcel](https://plotbook.io/glossary#parcel): A single unit of land as the county records it, with a boundary, an identifying number, and an owner of record. It is the atom of property data: everything a county knows about a property hangs off its parcel record. Plotbook draws parcel boundaries from Regrid, covering 150M+ US parcels. - [APN (assessor's parcel number)](https://plotbook.io/glossary#apn): The county assessor's unique identifier for a parcel, sometimes called a parcel number, tax ID, or folio number. Formats vary by county and there is no national standard, which is why looking a property up across county lines is tedious. It is the key you use to pull a specific record from a county portal. - [Assessed value](https://plotbook.io/glossary#assessed-value): The value a county assessor places on a property for tax purposes. It is not a market appraisal and in many counties it lags or is capped by statute, so it usually understates what a property would sell for. It is public record, it is consistent within a county, and it is what Plotbook's six map color bands encode. - [Situs address](https://plotbook.io/glossary#situs-address): The physical street address of the property itself, as distinct from wherever the owner receives mail. On owner-occupied property the two match. When they do not, the difference is itself a signal, and the mailing address becomes the more useful of the two for finding the human. - [Mailing address](https://plotbook.io/glossary#mailing-address): The address a county sends the tax bill to. On absentee-owned property it points somewhere the owner actually is, which may be another home, an office, a family member, or an accountant. It is one of the most useful fields on a property record and one of the least used. - [Owner of record](https://plotbook.io/glossary#owner-of-record): The name on the deed as the county holds it. It is authoritative about the legal title and says nothing about who lives there, who controls the property, or who benefits from it. When that name is a trust or an LLC, the owner of record is accurate and useless at the same time. - [Absentee owner](https://plotbook.io/glossary#absentee-owner): An owner whose mailing address differs from the property's situs address, meaning they do not live there. Common for second homes, rentals, and investment property. For research it is an opportunity rather than an obstacle: the mailing address is a second, independent place to look for the person. - [Deed](https://plotbook.io/glossary#deed): The legal instrument that transfers ownership of real property from one party to another, recorded with the county so the transfer is public. A deed names who transferred, who received, and what was transferred. It is the primary evidence of who owns a property and it is a public record in every US state. ## For compliance reviewers - [Compliance](https://plotbook.io/compliance): Written for a chief compliance officer or branch manager rather than a buyer: what the product does, why it has no outreach automation, and an explicit list of the controls it does not have, including no SOC 2 report, no SSO or SAML, and no negotiated data processing agreement. ## Where each data layer comes from - [Public Records & WhitePages-Style Owner Identification](https://plotbook.io/people-search-info/whitepages-data): Plotbook aggregates billions of public records, including property deeds, tax assessments, voter rolls, and address histories, to instantly identify who owns any US property and surface verified contact details. - [Professional Contact Data Powered by Apollo](https://plotbook.io/people-search-info/b2b-data-apollo): Plotbook connects to Apollo's database of over 200 million professional contacts, so when you find a property owner, you also get their business email, direct phone number, employer, job title, and LinkedIn profile. - [Contact Enrichment Powered by RocketReach](https://plotbook.io/people-search-info/contact-enrichment-rocketreach): RocketReach's database of 700 million professionals gives Plotbook a second powerful source for contact discovery, surfacing personal emails, social media profiles, and direct phone numbers that complement Apollo's B2B data. ## Free tools Public tools that need no account and answer one question each. Useful as standalone references on how US property ownership records work. - [All free tools](https://plotbook.io/free-tools): The full set. - [Territory Teardown](https://plotbook.io/free-tools/territory-teardown): Name a ZIP code, neighborhood or town and get a read of the record system covering it: which office holds the deeds, whether it is a non-disclosure state, what ownership form on the deed actually tells you, and what a property record can never establish about a household. Free, no signup. - [Property Owner Search Guide](https://plotbook.io/free-tools/how-to-find-a-property-owner): A free step-by-step guide to finding a property owner through public records. Pick your state and what you already have, and get the specific route through the county assessor and recorder, including what changes in a non-disclosure state. - [Deed Reader](https://plotbook.io/free-tools/deed-reader): Paste any term or line from a property deed or county record. Get a plain-English meaning, what it signals about the owner, the mistakes people make with it, and what to check next. Free, no signup. - [Deed Entity Decoder](https://plotbook.io/free-tools/deed-entity-decoder): Paste the owner name from a property deed. Get the entity type, how hard it will be to pierce, and the step-by-step public-record method for finding the human behind an LLC, trust, estate, or corporation. Free, no signup. - [Liquidity Event Playbook](https://plotbook.io/free-tools/liquidity-event-playbook): Pick a liquidity event, a business sale, an IPO, an insider sale, a property sale, or an inheritance, and get the public-record trail it leaves, the typical lag before the record appears, and how to tell a confirmed event from a rumour. Free, no signup. - [Prospect Research Brief](https://plotbook.io/free-tools/prospect-research-brief): A free tool that writes the METHOD for building a pre-meeting prospect research brief from public records, not the brief itself. Every step names a specific record system, and the dead ends list what you cannot verify before the meeting and must leave blank. Free, no signup. - [COI Angle Finder](https://plotbook.io/free-tools/coi-angle-finder): Pick the type of centre of influence, a CPA, an estate attorney, a business broker, a lender, and the niche they work, and get the specific public-record pattern that confirms their client did the thing they get paid for, plus what a real first touch says. Free, no signup. - [1031 Exchange Deadline Calculator](https://plotbook.io/free-tools/1031-exchange-deadline-calculator): Enter your relinquished property closing date. Get the exact 45-day identification deadline, the 180-day exchange deadline, and a warning when your tax return due date shortens the exchange period. Free, no signup. - [Net Worth Percentile Calculator](https://plotbook.io/free-tools/net-worth-percentile-calculator): Enter a household net worth and see the percentile it falls in among US households, how it compares to the median for that age band, and where the conventional high net worth thresholds sit. Based on the Federal Reserve Survey of Consumer Finances. Free, no signup. - [AI Claim Auditor](https://plotbook.io/free-tools/ai-claim-auditor): Paste AI-drafted client-facing copy and get back which claims are unverifiable as written, why a reader trying to check them would come up short, and which record would settle each one. It does not tell you whether a claim is true. Free, no signup. - [SEC Marketing Rule Checker](https://plotbook.io/free-tools/sec-marketing-rule-checker): Paste an advisor LinkedIn post, bio, or website section and get the things a compliance reviewer typically flags under SEC Rule 206(4)-1: testimonials without disclosure, performance without net figures, guarantees, and unsubstantiated claims. Free, no signup. ## Further reading - [Blog](https://plotbook.io/blog): Articles on territory prospecting, property records and wealth research.