ProspectIQ

Built by AI Wealth Partners

Now in Beta

FindHigh-Net-WorthClientsBeforeYourCompetitorsDo

ProspectIQ finds real directors, executives, and business owners from verified public data sources worldwide. Scores them by wealth signals. Generates personalised outreach sequences you can send today.

270M+

Verified professionals worldwide

200+

Countries covered

3-Step

Ready-to-send outreach

The Problem

Referrals dry up. Networking takes months. Bought leads are shared with 5 other advisors.

Most financial professionals rely on referrals and introductions for HNW clients. When those slow down, there is no system to replace them. Manual research across LinkedIn, company registers, and Google takes 2-3 hours per prospect. And the advisors winning the best clients already have a pipeline that does this automatically, whether they are targeting UK directors or international executives.

Time per prospect

Manual research2-3 hours
With a VA45-60 min
ProspectIQ<60 seconds

How It Works

Describe your dream client. Get a scored prospect list.

01
01

Describe your ideal HNW client

Tell us who you want to reach: "Property directors in Surrey aged 50-65," "Tech founders in Singapore," or "Real estate CEOs in Dubai." Plain English. Choose UK or global search. No filters to learn.

02
02

We find real, verified people

ProspectIQ searches Companies House (UK directors), the FCA Register (UK financial professionals), or a global database of 270M+ LinkedIn-verified professionals. Real names, real companies, verified data. Scored across four wealth dimensions.

03
03

Get personalised outreach sequences

Each prospect comes with a research dossier, wealth score, priority tier, LinkedIn profile link, and a 3-step personalised outreach sequence ready to copy and send.

Three Data Sources

UK depth. Global reach.

Choose the right data source for your market. Every prospect is a real, verified individual from public or commercial records.

Companies House

HNW Clients (UK)

Real company directors and officers from the official UK company register. Includes occupation, appointment date, and company details.

e.g. Property directors in Surrey, tech founders in London, manufacturing business owners in the Midlands

FCA Register

Financial Professionals (UK)

FCA-approved persons at authorised firms. Real names from the regulator with firm reference numbers and regulatory status.

e.g. IFAs in Yorkshire, mortgage brokers in London, wealth managers in the Home Counties

LinkedIn Verified · 270M+ Profiles

Global Prospects

Directors, founders, and C-suite executives across 200+ countries. Cross-referenced against LinkedIn profiles, corporate filings, and public business records. Deep coverage across US, GCC, Europe, Southeast Asia, and Australia.

e.g. Real estate CEOs in Dubai, fintech founders in Singapore, PE directors in Zurich, tech executives in New York

Proven Results

Built on a methodology that has already delivered.

ProspectIQ automates the exact prospect research and outreach system that AI Wealth Partners clients have used to generate these outcomes.

£100K+

Lifetime value client

Financial planner booked a £100K+ lifetime value client within 7 days of implementing the ProspectIQ system.

Craig

Financial Planner

£55K

Single commission

IFA and commercial broker secured a £55K commission from a single prospect identified through AI-powered research and personalised outreach.

Gina

IFA & Commercial Broker

£25M

Pipeline built

Mortgage broker built a £25M pipeline targeting HNW property investors and complex lending cases using systematic prospect intelligence.

Amanda

HNW Mortgage Broker

Past results achieved by AI Wealth Partners consulting clients. Individual outcomes vary. Not guarantees of future performance.

Pricing

Less than the cost of one manual research session.

7-day free trial on all plans. No card required.

All prices exclude VAT.

Starter

£97/mo + VAT
Start Free Trial
25 prospects/month
2 active campaigns
3-step outreach sequences
PDF export
Email support
Most Popular

Professional

£197/mo + VAT
Start Free Trial
100 prospects/month
10 active campaigns
Custom outreach templates
PDF + CSV export
Email + monthly group call

Growth

£397/mo + VAT
Start Free Trial
300 prospects/month
Unlimited campaigns
A/B outreach variants
All export formats
Priority + strategy call

FAQ

Common questions

Where does the prospect data come from?

ProspectIQ pulls from three verified sources. UK company directors come from Companies House (the official UK register). UK financial professionals come from the FCA Register. Global prospects are sourced from a database of 270M+ professionals, cross-referenced against LinkedIn profiles, corporate filings, and public business records across 200+ countries. All data is public or commercially licensed. GDPR-compliant for legitimate interest-based outreach.

Are these real people I can actually contact?

Yes. Every prospect is a real, named individual from verified public or commercial data. UK prospects are listed on Companies House or the FCA Register. Global prospects are cross-referenced against LinkedIn profiles and corporate filings. Each comes with a LinkedIn profile link so you can connect directly.

Which countries does it work in?

The UK sources (Companies House, FCA Register) cover all UK-registered companies and regulated firms. The global source draws from a database of 270M+ professionals across 200+ countries, verified against LinkedIn and corporate filings. The strongest coverage is in the US, UK, EU, GCC, Southeast Asia, and Australia.

How is this different from buying leads?

Bought leads are shared with multiple advisors and go stale fast. ProspectIQ gives you exclusive, freshly researched prospects with personalised outreach based on their specific background. Nobody else has the same list.

What are the outreach sequences?

Each prospect receives a personalised 3-step LinkedIn message sequence based on the LINK Method™: a connection request, a value-led follow-up, and a meeting invitation. Every message references the prospect’s real company, role, and background.

Do I need LinkedIn Sales Navigator?

No. ProspectIQ works independently. For most prospects, we provide an exact LinkedIn profile URL. For others, we provide a pre-filled search link. Sales Navigator is useful but not required.

Is this FCA compliant?

ProspectIQ is a prospecting tool, not a regulated service. We help you identify and contact potential clients. All outreach sequences are designed to be compliance-friendly for FCA-regulated professionals. You maintain full control over what you send.

Your next HNW client is already out there. Find them in 60 seconds.

7-day free trial. No card required. No Sales Navigator needed.

UK company directors. FCA-regulated professionals. Global executives. All from one platform.

Start Free Trial