Plotbook

Transparent Pricing

Start finding wealth today. No hidden fees. Cancel anytime.

MonthlyAnnual (Save 20%)

Starter

$79/ month

billed monthly

For solo advisors and small NGOs.

  • 750 credits / month
  • 1 state included (+$49/mo per add-on)
  • ~10 AI owner searches / mo
  • ~100 map searches / mo
  • ~20 people lookups / mo
  • Email support
Start Free Trial
Popular

Professional

$199/ month

billed monthly

For active wealth managers.

  • 2,500 credits / month
  • 2 states included (+$49/mo per add-on)
  • ~40 AI owner searches / mo
  • ~400 map searches / mo
  • ~80 people lookups / mo
  • CSV exports
  • Priority support
Start Free Trial

Enterprise

$499/ month

billed monthly

For teams and wealth management firms.

  • 8,000 credits / month
  • 5 states included (+$49/mo per add-on)
  • ~130 AI owner searches / mo
  • ~1,200 map searches / mo
  • ~250 people lookups / mo
  • Up to 5 team seats
  • Dedicated support
Start Free Trial

Frequently Asked Questions

How is Plotbook different from WealthEngine or iWave?
Traditional tools start with names and give you flat lists. Plotbook takes a property-first approach — you visually identify wealthy neighborhoods on a map, click on high-value properties, and discover the owners. This matches how field advisors actually think about prospecting.
How does the AI Owner Search work?
Our next-gen AI agent runs a multi-phase research pipeline: it searches LinkedIn, public records, and professional databases (Apollo, RocketReach) simultaneously, then enriches the best matches with verified contact details. The agent reasons through each step, cross-references sources, and delivers a complete profile with confidence scores — all in seconds.
Where does the property and owner data come from?
Property data comes from Regrid, covering 99% of US parcels with assessed values, ownership records, and parcel boundaries. Owner profiles are built by our AI agent which searches across 8+ data sources including LinkedIn, Apollo, RocketReach, and public records databases.
How accurate is the contact information?
Our AI agent cross-references multiple sources in real-time and only returns verified contact data. We use enrichment APIs from Apollo and RocketReach to validate emails and phone numbers. Most profiles include direct mobile numbers and personal emails with high deliverability.
Can I export profiles to my CRM?
Yes, CSV exports are included in Professional and Enterprise plans. You can export full prospect profiles including contact info, wealth estimates, and property details for import into Salesforce, Wealthbox, or any CRM.