Join the hundreds of firms using Catchlight
Data for Faster, Better Decisions
Transform the Way Your Firm Grows
With Catchlight, you can combine powerful data models and deep industry know-how to make every consumer interaction more personal, efficient and impactful
Increase Efficiency
Our data-rich profiles include lead scoring and can reveal your best marketing sources to save time and optimize budgets.
30%
time savings for advisors*
Improve Conversion
Catchlight helps marketing and growth teams prioritize their leads and deliver personalization at scale.
2-3x
lead conversion*
Grow AUM
Our models are built to specifically help financial services firms accelerate AUM growth.
Up to 40%
more accurate models than the competition†
* Client improvement experiences are reflective of multiple clients but for representative purposes only. Results may vary based on different factors unique to each client and their use case
† Model Accuracy is based on peer review conducted in 2025. Results may vary based on asset information unique to each client.
Intelligently source leads
- Models to help predict which leads and sources are likely to convert for your firm
- CRM dashboards to help you measure performance of your lead sources
- Get help sourcing leads that are aligned to your ideal client profile with Catchlight Connect
Efficient qualification with unique insights
- Near real-time data enrichment
- Catchlight score (or custom firm score) to uncover who is most likely to buy
Easily Personalize Engagement
- Two way integrations with third parties
- See your data wherever you work
Trusted by Leading Financial Firms
“By leveraging Catchlight’s insights across our organic growth channels we can engage in more meaningful, personalized conversations with prospective clients, expand and curate the services we provide to clients, and continue to help Mariner attract top-tier advisors in the industry.”
"Catchlight has been a valuable collaborator as we lean into organic growth. They’ve helped us with lead enrichment so we can go after the leads most likely to convert, and have been a strategic ally in brainstorming and helping us prioritize the most impactful opportunities. The team is responsive and a true part of our success!"
"Catchlight creates an amazing opportunity for us to see what clients have with us today, versus what they may have externally. Catchlight is also a massive part of how we support advisor growth. We are growing their practices through their advisor directed networks."
"I would talk to anybody and everybody that Catchlight is one of the best things to do, especially if you are doing anything to do with organic growth or wallet share."
![Caleb Stinson[87]](https://catchlight.ai/hubfs/Caleb%20Stinson%5B87%5D.png)
"Who do I call first? Speed to lead is important. Everybody agrees, but who do you call first? We've streamlined that using the Catchlight score."
“Catchlight helps us deliver a more personalized and relevant experience for every prospect — from initial outreach to presentations, conversations, and follow-up. It also equips our business development team with data-driven insights that allow them to focus on the highest potential opportunities. The result is a stronger prospect experience and a more efficient, strategic approach to growth.”
* Screenshots with fictitious client and account information are for illustrative purposes only
