
Built by AI Wealth Partners
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
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
How It Works
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.
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.
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
Choose the right data source for your market. Every prospect is a real, verified individual from public or commercial records.
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-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
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
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
7-day free trial on all plans. No card required.
All prices exclude VAT.
FAQ
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.
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.
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.
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.
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.
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.
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.
7-day free trial. No card required. No Sales Navigator needed.
UK company directors. FCA-regulated professionals. Global executives. All from one platform.
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