Powerful benefits & insights


Integrated Lead Dashboard


contact_support_iconDedicated Customer Success Support



Lead Enrichment & Prioritization



Individual Profiles & Engagement Ideas


Catchlight Growth Plans

Catchlight Web Application

Grow your firm with the power of data and insights. This plan gives you ideas and content to help improve engagement with your prospects through the award winning Catchlight application.

monthly billing option available

Designed for growth focused small to mid-sized firms who are acquiring and attracting new leads with a desire to build long lasting relationships.

  • Data-driven insights and powerful enrichment features
  • Lead Prioritization with AI powered lead scoring
  • Lead segmentation to build prospect lists
  • Analytics of your prospecting funnel
  • Engagement ideas customized for each prospect
  • Content Recommendations
  • Customer support via Email and Zoom
  • 3rd party marketing and analytics integrations
  • AI Generated Prospecting Emails
  • Advisor Growth Program

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Catchlight Salesforce App & API

Sync intelligent insights on prospects and clients, including our exclusive Catchlight Score, in your Salesforce instance or through our API directly into your application of choice.

Custom Pricing

Built for mid-sized to large firms with an existing growth tech stack who want to leverage deep insights from enriched prospect profiles to accelerate their growth.

  • Data-driven insights and powerful enrichment features via our Salesforce App or API
  • Lead Prioritization with AI powered lead scoring






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Catchlight Custom Plans

Deep prospect insights, AI generated conversion predictions, bespoke reporting on lead funnels and client growth, and more is available in a custom configuration of Catchlight.


Custom Pricing

Configured for the specific needs of large scale firms with hundreds of advisors in different offices with a growth imperative.

Get the most of Catchlight in a custom package for your firm.

  • Lead enrichment and scoring via the Catchlight app, Salesforce, and API
  • Custom funnel reporting for marketing and growth teams
  • Growth consulting sessions with the Catchlight team
    AI consulting with the Catchlight team
  • Custom programming based on your firm's unique needs (e.g. full day growth tech planning session)
  • Custom lead and client dashboards
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* Up to 500 profile enrichments included. Tiered pricing for additional profiles available.

Have a few questions before getting started?

You may have questions about our product or plans, and we'd like to help manage your way to prospecting more efficiently.
Give us a ring at (800) 971-6150 or complete the "Learn More” form here to set up an appointment with a Catchlight growth specialist.

We look forward to hearing from you!

Featured In

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"Decades ago, you'd make 400 calls to get 10 quality leads and one good meeting per day. That was a success rate of one-fourth of 1%. With today's AI like Catchlight, the success rate is in the 5%-to-10% range. Catchlight builds profiles of leads' key traits and helps us identify who to reach out to next."

Denis O'Leary - Director of Wealth Management
Coastline Wealth Management 

"Over the past few months, Marks has begun using Catchlight to rank leads by their potential to turn into new clients, as well as pulling lead insights from the tool to fine-tune his pitch. Using the tool, he’s seen his lead conversion rate go from an estimated one to two new clients per 100 potential clients to three to six new clients per 100 potential clients."

- WealthManagement.com 

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Let us help you grow your practice. Sign up for a demo today!