Do your wealth managers know when high net worth professionals in their city are going through Money in Motion events?
Money in Motion Events are a proven playbook for wealth managers to connect with people at the right time — when they are most likely to need your services. We automate this research and provide the contacts to your wealth managers on a daily basis so that they can save time, grow their clientele, and focus on higher value tasks such as building relationships.
| Date Added | Full Name | Company | Job Title | Location | Domain | AI Profile Summary | Event Type | AI Event Analysis | Business Email | Personal Email | Mobile | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 14 | Sarah Mitchell | Lakeside Manufacturing | CEO | Chicago, IL | lakesidemfg.com | linkedin.com/in/sara••• | 15+ yrs in operations, recently promoted to CEO at regional manufacturing firm. | Promotion | Promotion to CEO — likely reviewing personal wealth strategy and compensation. | s.mitch•••@••••.com | sarahm•••@gmail.com | (312) •••-•••• |
| Jun 13 | Robert Chen | Summit Construction | Small Business Owner | San Diego, CA | summitconst.com | linkedin.com/in/robe••• | Entrepreneur with exits in construction and logistics. Active angel investor. | New Role | New venture — liquidity event possible. High priority for wealth planning outreach. | r.chen•••@••••.com | rob.chen•••@gmail.com | (619) •••-•••• |
| Jun 13 | James Harmon | Harmon Properties | Chairman | Pittsburgh, PA | harmonprop.com | linkedin.com/in/jhar••• | Former Chairman at mid-size real estate co. Board member at 2 nonprofits. | Retirement | Retirement — reassessing portfolio, rollover decisions, and estate planning needs. | j.harm•••@••••.com | j.harm•••@gmail.com | (412) •••-•••• |
| Jun 12 | Diana Torres | NorthStar Healthcare | CFO | Philadelphia, PA | northstarhc.com | linkedin.com/in/dian••• | CPA background, CFO at Series B healthcare startup. MBA from Wharton. | New Role | New CFO role — compensation and equity likely changing. Strong candidate for planning. | d.torre•••@••••.com | diana.t•••@gmail.com | (215) •••-•••• |
| Jun 11 | Michael Webb | Riverdale Technologies | Entrepreneur | Denver, CO | riverdaletec.com | linkedin.com/in/mich••• | Serial entrepreneur, 3 successful exits. Currently launching 4th venture in SaaS. | New Role | New venture launch — wealth accumulation phase. Needs tax strategy and investment guidance. | m.webb•••@••••.com | mwebb•••@gmail.com | (720) •••-•••• |
Used by 45+ wealth management firms globally
Exclusive to one wealth management firm per city.
No other software does this.
EXCLUSIVITY
THE INDUSTRY PROBLEM
We hear constantly from firms how much they hate paying for tools they know their competitors are using right down the street — completely devaluing what they're being provided.
We've even heard from firms that they're meeting with prospects they know their competitors are also meeting with through the same technologies.
This automation takes a completely different approach.
CLAIMED WORLDWIDE
CHECK YOUR MARKET
Enter your city to check availability.
● IF AVAILABLE
Your market is yours — exclusively.
No other firm in your market receives the same contacts. Your competitive edge is locked in.
● IF TAKEN
We'll find what's nearby.
Major cities often have surrounding areas that are just as valuable — and still available.
Markets are claimed on a first-come, first-served basis.
Markets recently taken by other wealth management firms
A Proven Playbook. Fully Automated.
Four steps run continuously in the background — so your advisors wake up every morning to a fresh, enriched list of high net worth individuals going through a financial transition right now.
Monitor
YOUR SIGNAL SCANNER
We continuously scan for money in motion events among high net worth individuals in your city — job changes, promotions, and retirements.
Classify
YOUR AI ANALYST
AI analyzes each event to determine the type — job change, promotion, or retirement — and generates a full profile analysis for each individual.
Enrich
YOUR DATA ENRICHER
Each contact is enriched with business email, personal email, mobile phone, and LinkedIn profile — sourced from 25+ data providers and third-party validated.
Deliver
YOUR DAILY UPDATE
New records are automatically added to your Google Sheet as the automation runs daily. Your team wakes up to fresh, timely contacts — no action required.
13 Data Points
Per Contact.
Delivered automatically.
Every contact arrives fully built out — identity, AI-powered context, and multi-channel contact information — so your advisors can reach out immediately without any additional research.
Identity & Role
RECORD DATE · FULL NAME · COMPANY · JOB TITLE · LOCATION · DOMAIN
AI Intelligence
PROFILE SUMMARY · EVENT TYPE · CHANGE REASONING
Contact Data
BUSINESS EMAIL · PERSONAL EMAIL · MOBILE · LINKEDIN
13
DATA POINTS
25+
DATA PROVIDERS
14
EMAIL SOURCES
Built for wealth management firms.
Geographic Exclusivity
YOUR MARKET · PROTECTED
We only provide this automation to one firm per city. Once your market is claimed, no competitor in your area receives the same contacts.
Multi-Channel Contact Data
LINKEDIN · EMAIL · PHONE
Every contact includes LinkedIn, business email, personal email, and mobile — so your team can reach prospects on whatever channel works best.
Simple Delivery
GOOGLE SHEET · DAILY
Your data set lives in a shared Google Sheet. New rows are added automatically every day — no new software to learn, no logins, no complexity.
Massive Time Savings
RESEARCH · ELIMINATED
Your advisors no longer spend hours manually searching for prospects. The automation does it continuously so they can focus on building relationships.
14 Sources Per Data Point
DATA WATERFALL · VERIFIED
We check multiple sources for every data point — 14 for business emails alone. Data is third-party validated, not self-reported, so you can trust what you receive.
No Pay-Per-Seat
FLAT RATE · UNLIMITED SEATS
One flat price covers your entire team. Share access with as many advisors as you want — no per-user fees that punish you for growing.
How 45+ firms are using this data.
Real strategies from real clients — not hypotheticals. You own the data, so you're not locked into a single approach.
Promote Events
Use this as your invite list for in-person or virtual events. Get more of the right people in the room.
A firm in Winnipeg hosts an event every six months and uses this data set to fill the seats.
Position as the Expert
Share valuable content with the exact people who need it most — without asking for anything in return.
A firm in Sydney created a blog post about navigating financial transitions, then sent it to everyone in the data set.
Amplify Your Content
Have a YouTube channel, podcast, or social media presence? Promote it directly to HNW individuals in your area.
A firm in Philadelphia has a YouTube channel and uses this data set to promote it to the right people.
Targeted Ad Audiences
Upload the contacts to run highly targeted social media ads to the exact people you want to reach — no wasted ad spend.
A firm in London uses this data set to run Facebook ads to their exact target audience at the moment they may need their services most — without any wasted ad spend.
Trusted by innovative wealth management
teams of all sizes.
From individual advisors to independent RIAs to large national firms — teams across 15+ countries use this automation to reach high net worth individuals at exactly the right moment.
“Made my first contact. A lawyer I met a few years back that is now at a new law firm. Pretty cool!”
Boutique Wealth Firm · Chief Operating Officer
Common Questions.
Reach the Right People.
at the Right Time.
Schedule a call to see how the automation works and see real example data. Claim your market before your competition does.
GEOGRAPHIC EXCLUSIVITY · AVAILABILITY LIMITED