Plotbook

Trust

Trust & data sourcing

Plotbook surfaces information that already exists in public and licensed records. This page explains exactly where each layer of the product comes from, how we treat the personal data of property owners, and the choices we make to protect both our customers and the people they research.

Where the data comes from

  • Parcel and ownership records. Licensed from Regrid, which aggregates county-assessor data covering roughly 99% of U.S. parcels. Includes assessed value, lot geometry and recorded owner of record.
  • Professional contact enrichment. Cross-referenced via Apollo, RocketReach and other licensed B2B data providers.
  • Open-web research. Grounded through Exa and limited to publicly accessible sources such as LinkedIn profiles, press coverage, regulator filings and company websites.
  • AI inference. Wealth ranges and confidence scores are generated by frontier large language models served through a managed inference provider. Inferences are estimates: we surface confidence levels so users can weight them appropriately.
  • Map rendering. Interactive map tiles are served by a commercial mapping platform; parcel boundaries come from Regrid.

How customer data is handled

Accounts are protected by an industry-standard authentication provider that handles passwords, sessions and multi-factor login on our behalf. Customer property data, saved profiles and search history are stored in a managed relational database with encryption at rest and in transit; screenshots and exports live in object storage with the same protections. Billing is processed by a PCI-compliant payment processor (full card numbers never reach Plotbook’s servers).

Personal data of researched individuals

Plotbook returns information about property owners that is already publicly accessible through county records, professional networks and published news. We do not knowingly surface data about minors, and we do not enable bulk export of consumer-grade personal information for marketing campaigns. Individuals who believe Plotbook surfaces information about them in error can request review through our contact page.

Acceptable use

Plotbook is licensed for legitimate business research: wealth management prospecting, donor research, real-estate diligence and similar professional uses. Stalking, harassment, debt collection, consumer credit decisions, employment screening and other uses governed by the U.S. Fair Credit Reporting Act are prohibited. See our terms of service for the full list.

Privacy & contact

Read our full privacy policy for details on what we collect, how long we retain it and how to exercise data-subject rights. Send questions or complaints through our contact page.