Wealth Management · RIA & Independent Advisors
Reach high-net-worth prospects before the window closes.
PrimeVantage monitors M&A activity, SEC filings, RSU vests, estate triggers, and executive transitions — surfacing UHNW prospects before their wealth event closes, with a full dossier and outreach already prepared.
7-day free trial · No setup fee · Cancel anytime
The Window
Post-exit founders make critical decisions in 14 days. Most advisors call on day 12.
The first advisor who frames the conversation earns the relationship. PrimeVantage puts you there on day one.
The Problem
By the time a founder's exit is public, five advisors have already called.
You can’t find the liquidity event — you hear about it secondhand.
A founder friend mentions their exit at a dinner. By then, the proceeds are already committed to someone else’s practice.
Your outreach arrives after the assets are placed.
By the time TechCrunch covers the acquisition, the advisor who called on day one already has the AUM under management.
By the time you congratulate them, the decisions are already made.
Congratulatory messages after the announcement are too late. The conversation that wins the client happens before the ink is dry.
Who You Surface
Every type of UHNW liquidity event, in one queue.
Post-Exit Founders
M&A closes, strategic acquisitions, IPO lockup expiries
PE Recap Partners
Recapitalizations, dividend recaps, partial liquidity events
RSU Vestors
Concentrated equity positions from tech and finance companies
Estate Triggers
Inheritance, trust distributions, intergenerational wealth transfer
Executive Transitions
C-suite departures, change-of-control clauses, deferred comp
Advisor Vacancies
Prospects with no active advisor relationship detected
How It Works
From liquidity event to sent message in minutes.
Liquidity event detected
SEC filing, M&A close, PE transaction record, or venture wire confirmed and cross-referenced across multiple independent sources. No false positives, no stale news.
Prospect profiled
Full UHNW dossier: career narrative, liquidity event timeline, investable asset estimate, advisor vacancy signal, and a planning complexity score.
Outreach drafted
A LinkedIn DM and cold email written for this specific founder — referencing the actual exit, framing the conversation as a discussion, not a pitch. Peer-level tone. Ready in 60 seconds.
Relationship opened
You’re already in the conversation before any competing advisor reaches out — while the client still has decisions to make about structure, tax, and allocation.
Platform Capabilities
Built for the way advisors actually work.
Event engine
Liquidity events verified, not rumors. Monitors SEC filings, M&A databases, PE transaction records, and venture funding wires in real time.
UHNW dossier
Every prospect arrives with career narrative, liquidity event timeline, investable asset estimate, and planning complexity score.
Timing intelligence
Post-exit founders make major decisions in a narrow window. Urgency score tracks days since close and complexity to tell you when to move.
Outreach suite
LinkedIn DM and cold email referencing the actual exit. Peer-level discussion, not a pitch. Ready to send in seconds.
Full Prospect Dossier
Every signal arrives with everything you need to act.
Live Signal Feed
What's in your queue right now.
Built to pass compliance review.
All prospect intelligence sourced from public records — SEC filings, M&A announcements, venture funding disclosures, and public transaction databases. No non-public information. No gray-area data sourcing.
Built for Advisors
The window to reach your next client is open right now.
Someone in your market just closed a deal, received an inheritance, or accelerated a vest. PrimeVantage already knows.
7-day free trial · No credit card required · Cancel anytime · Starts at $199/mo