Wealth Management
Find & Convert Your Ideal Clients
Catchlight combines enterprise-ready data models, AI-powered personalization, and a consultative team to help wealth management firms source, qualify, and engage their ideal clients.
Book a strategy callThe organic growth challenge in wealth management
To succeed today, firms should identify their ideal customer, find them in the market, and serve the right message.
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Catchlight’s Wealth Management Use Cases
Some ways for wealth managers to harness Catchlight’s AI technology to help improve their sourcing, prioritization and engagement of the highest quality leads in their pipeline.
Still Have Questions?
FAQs regarding Catchlight’s technology, pricing plans and general support
Talk to the teamCatchlight is an AI-powered organic growth platform for wealth management firms. It transforms lead and client data into predictive insights so firms can source better prospects, qualify efficiently, and personalize engagement to help accelerate AUM growth.
Catchlight was incubated in Fidelity Labs. It brings enterprise-grade data, proprietary AI models, and integrations designed specifically for financial services growth teams.
Leading financial services firms leverage Catchlight’s platform and integrations to help prioritize outreach, enrich leads, and run scalable, personalized programs inside their CRMs and marketing stacks.
Catchlight leverages trusted vendor data, publicly available data, and proprietary AI models to enrich records and surface actionable insights. We continuously test against institutional datasets to keep models current and accurate.
We’re purpose-built for wealth management, with embedded workflows, deep enrichment, predictive scoring, and CRM/marketing integrations, so data turns into actions inside the tools your teams use daily.
Catchlight’s processes and development are built for enterprise compliance expectations, including SOC 2 Type II. We pair security with governance for custom model development and data handling.
Yes. Every customer can work with a success manager and has access to Catchlight’s experienced team members for workshops and ongoing optimization.
