Describe them like you would to a colleague
"Property directors in Surrey aged 50 to 65." "Tech founders in Singapore." Plain English, UK or global. No filters to learn.
ProspectIQ
HNW Prospect Intelligence
For advisors who'd rather have less, but better.
Find High-Net-Worth Clients Before Your Competitors Do
Built for IFAs.
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. Built for wealth managers, IFAs, and mortgage brokers.
Run a network or a growing firm? Find the advisers worth recruiting before another network does. See Recruitment
270M+Verified professionals worldwide
200+Countries covered
4-StepReady-to-send outreach
Built on verified records
Companies HouseFCA Register270M+ LinkedIn-verified profiles200+ countriesWealth managers, IFAs and mortgage brokers
Watch the tour
From one sentence to a running campaign.
A minute inside ProspectIQ: describe your client, watch the research happen, and let the sequence send itself.
Your next client is already on a public register. ProspectIQ finds them first.
The noise
Thousands of lit windows.
Bought leads and cold lists, shared with five other advisers.
The signal
One of them is your client.
A director whose company, role and timing match your brief.
The handover
You get their dossier.
Research, a wealth score and four messages, ready to send.
How it works
One sentence in. A dossier out.
Write the client you want in plain English. ProspectIQ searches the right register, scores every person it finds, and drafts the conversation.
- 1Your brief, in your own words
- 2Real people from verified sources
- 3Scored on wealth, timing, access and complexity
- 4A four-message LinkedIn sequence for each
What you get
Less noise. Better people.
Every prospect is a named, verifiable person, with the research done and the first words written.
Real people from records you can check
UK directors from Companies House, regulated professionals from the FCA Register, and 270M+ LinkedIn-verified profiles worldwide.
Messages written around their real life
A personalised four-message LinkedIn sequence built on the LINK Method: connect, welcome, a useful value drop, then a soft move offline.
Results
Built on a method that has already delivered.
£100K+
Lifetime value client
Booked within seven days of putting the AIWP prospecting system to work.
CraigFinancial planner
£55K
Single commission
From one prospect found through AI research and a personal message.
GinaIFA and commercial broker
£25M
Pipeline built
Targeting HNW property investors and complex lending cases.
AmandaHNW mortgage broker
Past results achieved by AI Wealth Partners consulting clients using the system ProspectIQ automates. Individual outcomes vary and are not a guarantee of future performance.
The signals
Built on signals, not guesswork.
Every name comes from a record you can check. Here is what each source tells you.
Clients
Companies House
Real UK directors and the companies they run. Accounts category and filing dates feed the wealth score.
Advisers
FCA Register
Years approved, time at the current firm and previous moves. Plus the firm itself: headcount, appointed representatives and status.
Clients and advisers
Role, headline and location. The public detail every message is written around.
Clients and advisers
270M+ verified profiles
Email and phone where they can be found, across 200+ countries.
New: Recruitment
Most networks hear about a good adviser after they've moved.
By the time someone updates their LinkedIn, the decision is made. Recruitment mode finds FCA approved advisers who look likely to move, then watches them and their firms for register changes. So you are in the conversation first.
Built for mortgage networks, AR principals and growing advice firms.
- 1Find. Describe who you want to hire. Search the FCA Register by network, principal or appointed representative.
- 2Score. Every adviser is scored on quality, move likelihood, accessibility and fit.
- 3Watch. Add advisers and firms to a watchlist. A move, a status change or a firm losing advisers raises an alert.
- 4Reach out. Three-step LINK Method outreach in your voice, written only from what is public on LinkedIn.
Move likelihood is an estimate from public register data. It is not a sign that an adviser intends to move.
Recruitment
£297a month
or £2,970 a year. Prices include VAT.
- 100 adviser researches a month
- 10 recruitment campaigns
- FCA Register career history and firm signals
- Move likelihood scoring
- Watchlist of 200 advisers and firms, with register change alerts
- LINK Method outreach in the voice of the hiring principal
Billed separately from your client prospecting plan. You can hold both. The seven-day trial covers the client prospecting plans only.
Pricing
Less than one afternoon of manual research.
Seven-day free trial on every plan. No card required. Prices include VAT.
Starter
£97a month
or £970 a year
- 25 prospects a month
- 2 active campaigns
- 4-message outreach sequences
- PDF export
- Email support
Professional
£197a month
or £1,970 a year
- 100 prospects a month
- 10 active campaigns
- Custom outreach templates
- PDF and CSV export
- Email support and a monthly group call
Growth
£397a month
or £3,970 a year
- 300 prospects a month
- Unlimited campaigns
- A/B outreach variants
- All export formats
- Priority support and a strategy call