Now in BetaFind High-Net-Worth Clients Before Your Competitors Do
ProspectIQ finds real company directors and business owners from Companies House, scores them by wealth signals, and generates personalised outreach sequences you can send today. Built for wealth managers, IFAs, and mortgage brokers.
Companies House
Real verified directors
4-Dimension
Wealth signal scoring
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 on LinkedIn, Companies House, and Google takes 2-3 hours per prospect. And the advisors winning the best clients already have a pipeline that does this automatically.
Time per prospect
How It Works
Describe your dream client. Get a scored prospect list.
Describe your ideal HNW client
Tell us who you want to reach: "Property company directors in Surrey aged 45-65" or "Tech founders in London with businesses turning over £2M+." Plain English. No filters to learn.
We find real people from Companies House
ProspectIQ searches Companies House for matching company directors and business owners. Real names, real companies, verified data. Then scores each one across four wealth dimensions.
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.
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 AIWP prospecting 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
Professional
Growth
FAQ
Common questions
Where does the prospect data come from?
All prospect data comes from Companies House, the official UK company register. These are real company directors and officers with verified identities. The data is public and GDPR-compliant for legitimate interest-based outreach.
Are these real people I can actually contact?
Yes. Every prospect is a real, named individual listed as a director or officer of an active UK company on Companies House. We include a LinkedIn search link for each person so you can connect with them directly.
How is this different from buying leads?
Bought leads are typically 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. We provide LinkedIn search links that work with a free LinkedIn account. 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 a company director. Find them in 60 seconds.
7-day free trial. No card required. No Sales Navigator needed.
Built for wealth managers, IFAs, financial planners, and mortgage brokers targeting high-net-worth clients.
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