Define who fits
Search by location, estimated net worth, income, business ownership, industry, employer, job title or alma mater.
The ClientGen platform
Find the right people.
Know your next move.
Discover prospects who fit your practice. Learn more about the people you already know. Put a relevant campaign in motion, and see who responds.
01 / Discover your next clients
Your niche. Your geography. A reason to talk.
Go beyond a name and a ZIP code. Combine your ideal client profile with life and business events to build a more relevant audience.
Inside ClientGen · Discover
Find a timely reason
Look for a business sale, new job, promotion, move or approaching retirement age. Filter by event date to focus your outreach.
Keep the search working
Save the criteria that matter to your practice. Revisit your market or use the search to power a scheduled Unlock Flow.
Start with a market you understand
Local business ownersExecutives changing jobsYour alumni networkNew movers in your area
Example audiences. Available records and estimates vary by search.
The depth behind the name
See the person. Understand the bigger picture.
Estimated wealth is only the beginning. Explore family connections, relatives’ wealth estimates, property, career history and life events to prepare for a more informed conversation.
JR Context for your next conversation
Jordan Reynolds
Business owner · Annapolis, MD
- Est. household net worth
- $2.5m–$5m
- Income range
- $200k–$250k
- Home value
- $980,000
A wider view of the family
See available relatives, relationships and individual estimated net worth.
Jordan’s family connections
AR
SpouseAvery Reynolds
Est. net worth$1m–$2.5m
MR
ParentMorgan Reynolds
Est. net worth$2.5m–$5m
TR
SiblingTaylor Reynolds
Est. net worth$500k–$1m
Individual estimates are not added together as household wealth.
Understand what changed
Event type, date and details give you a reason to reconnect.
- SEP 08New job
Joined a new company as chief operating officer.
- JUN 16New mover
Relocated to Annapolis, Maryland.
Go into the conversation with context about the person, their family and a recent change.
Property & mortgage
- Home value
- $980,000
- Current loan value
- $310,000
- Loan started
- June 2021
- Lender
- Example Bank
Available property records also include ownership details.
Career & education
- Current role
- Chief operating officer
- Previous role
- VP, Operations
- Alma mater
- University of Maryland
Professional history can reveal shared experience and a natural starting point.
Ready for follow-up
- Available phone, email and LinkedIn
- Warm introduction paths
- Notes, tags and activity history
- Tasks and campaign history
Keep the research and your next step connected.
Fictional people and values illustrate fields available in ClientGen. This is a simplified view, not a product screenshot. Data coverage varies; wealth and income figures are estimates.
Life changes. Stay informed.
Find a relevant moment to connect.
Discover by catalyst and event date, or monitor contacts for new events.
- Inheritance
- Retirement age
- Recently married
- New job
- Recently separated
- New mover
- New parents
- Promotion
- Insider stock sale
- Business sale
- Capital raise
See the depth of the data in a market you know.
Explore a profile with us
Your relationships. More possibility.Your next client could be
one introduction away.
Connect LinkedIn to turn the people you know, and the people they know, into searchable, enriched audiences. See who fits your practice and who has a timely reason to talk.
Show me warm introductionsA path to a warmer conversation
YouThe advisor
Your connection1st degree
Their connection2nd degree
Add a reason to reach out.
New job · Promotion · Business sale · Retirement age
See the shared relationship, choose who to ask and start the conversation with context.
Enrich your connections
Search your first-degree network with available wealth, household, property and professional context.
Go one connection further
Discover and enrich second-degree prospects. Find who can introduce you and compare available paths.
Spot money in motion
Surface life and business events across both audiences, so your outreach has a relevant starting point.
Turn context into outreach
Build a focused audience, request a warm introduction or use LinkedIn connection and message steps in your campaign.
See the LinkedIn smart searches inside ClientGen
02 / Enrich the contacts you have
There may be more
in your existing list.
An old prospect list. A person you just met. Contacts from your CRM. Enrich helps fill in the picture with available contact details, financial estimates and professional context.
- Look up a person by name, phone, email, LinkedIn or address
- Upload a CSV, map the columns and review the contacts
- Keep discovered, enriched and uploaded contacts in My Database
- Organize follow-up with folders, notes, tags, tasks and activity history
03 / Put your prospecting in motion
Turn a saved search into a campaign.
Unlock Flows connects Discover to the Marketing Hub. Choose your audience, prospects per run and schedule. Your flow unlocks matching prospects and starts the campaign you select.
- 01
Save your audience
Define your market, ideal client and relevant life events.
- 02
Set your flow
Choose a saved search, prospects per run and schedule.
- 03
Start the sequence
Connect the flow to your Marketing Hub campaign.
- 04
Follow the response
See replies, connections and QR scans, then take the next step.
You configure the flow before starting it. Profile credits, mailing and other execution costs apply.
One sequence. More ways to connect.
Make follow-up
part of the plan.
Arrange handwritten notes, postcards, LinkedIn connections and messages, email, delays and scheduled tasks into a campaign. Give each touchpoint a role in the conversation.
- Choose templates and arrange your campaign steps
- Space out follow-up with delays
- Review recommended actions, inbox, outbox and queue
- Link a handwritten note’s QR code to your website, landing page or calendar
Channel setup and your firm’s required approvals apply. Mail and other paid services are additional.
Inside ClientGen · Marketing Hub
Know who is engaging
The response tells you where to focus.
Marketing metrics link back to contacts in My Database, so you can move from an activity count to the people behind it.
- Email sends, opens and replies
- LinkedIn connections and responses
- Postcards sent and delivered
- Handwritten note and postcard QR scans
04 / Stay close to what changes
The relationship
doesn’t end at outreach.
Monitor existing clients and prospects for supported life and business events. A job change, move or business sale can create a reason to reconnect and revisit what someone needs.
- Track monitored contacts and newly identified events
- Filter changes by catalyst category
- Use the new context to plan a thoughtful follow-up
Work with the tools you use.
ClientGen offers integrations for LinkedIn, Salesforce, Wealthbox, HubSpot, Redtail and AdvisorStream, plus CSV workflows for existing lists.
Connections and supported actions differ by provider. We’ll walk through your workflow in the demo.
A clear software subscription
$2,388 a year.
A place to build from.
Discover, Enrich, Monitor and Marketing Hub, with 1,000 upfront profile credits. Optional Campaign Service adds hands-on support. Mailing, media and additional usage are separate.
Bring campaign creation into Claude.
Your ClientGen subscription includes connector software access. Prepare branded postcards, notes, ads and landing pages in Claude using an audience you supply. Direct access to ClientGen discovery and enrichment inside Claude is planned separately.
Meet ClientGen for ClaudeSee the work, step by step
A closer look at ClientGen.
Explore short product walkthroughs, a sample prospect profile and the tools advisors connect to Claude.
Take a closer look
Don’t just read about it.
See your next move.
Explore the intelligence behind a prospect. Then let us show you what’s possible in your market.
Explore now · No signup
See how much a name can tell you.
Wealth, family connections, property, career and life events. Open a sample and see the depth for yourself.
Explore the sample profileComplimentary · No meeting required
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