AI prospecting for RIAs and wealth advisors targeting liquidity events.
Find HNW prospects the moment they have liquidity — business exits, IPO lockups, real estate sales, PE distributions, executive retirements, inheritance. Each prospect comes with verified deal value, the actual person, their LinkedIn, and a peer-level outreach draft.
Built for the wealth advisor prospecting problem
The best RIA prospects are people in the 90-day window after a liquidity event — when planning decisions get made and the right advisor relationship can shape the next decade of wealth. PrimeVantage monitors business sale filings, IPO lockup expirations, large real estate transactions, PE distributions, executive retirement announcements, and inheritance events — and delivers them within hours, not months.
What you get with every prospect
- The actual individual's name (not the company) — founder, CEO, owner, partner
- Verified deal value — sale price, exit value, IPO proceeds, real estate transaction
- Conservative AUM estimate — 30-70% of deal value, scaled to event type
- LinkedIn URL of the prospect
- Peer-level outreach copy (no "Congratulations on your exit" cliches)
- Optimal contact timing window (typically 30-60 days post-event)
Privacy + accuracy first
PrimeVantage only uses publicly reported transactions — SEC filings, business journals, press wires, county property records. We do not scrape private financial data. AUM estimates are conservative ranges based on publicly disclosed deal values, not invented numbers.
Frequently asked questions
What kinds of liquidity events do you monitor?
Business exits (PE recap, strategic acquisition, IPO), real estate sales (commercial + ultra-high-end residential), PE distributions to LPs, IPO lockup expirations, executive retirements with stock vesting, inheritance and estate events, divorce and dissolution settlements over $X threshold.
How accurate are the AUM estimates?
Conservative ranges. Real estate sales: 30-40% (low) to 50-70% (high) of sale price. Business exits: 20-30% to 50-70% of exit value. SEC stock sales: actual disclosed amount. Always anchored to a specific publicly reported dollar amount — no invented numbers.
What is the cold call angle for these prospects?
Two things usually come up in the first 60 days after a transaction: (1) concentrated stock or proceeds management, (2) entity/trust structure for what comes next. PrimeVantage drafts opening lines that reference the specific event without saying "Congratulations" — peer-level, executive tone.
How is this different from ZoomInfo for wealth advisors?
ZoomInfo gives you a directory of executives at companies — useful but generic. PrimeVantage detects the trigger event that creates the wealth opportunity (the exit, the sale, the lockup) and times your outreach to the contact window when the prospect is actually deciding on advisors.
Pricing for RIAs?
Same pricing as the broker tier: Starter $199/mo (150 prospects), Pro $549/mo (500 + Company Research, Watchlists, Pulse, Accounts/Contacts/Reports), Team $2,499/mo (2,000 + CSV export). Switch personas any time in Settings to use the same workspace for both insurance and RIA.
Find your next 5 HNW prospects this week.
3-day free trial of Pro. Set your minimum AUM threshold, define target verticals, click Find.
Start 3-day free trial →One deal pays for the year
150 high-quality opportunities per month, each fully briefed with AI-generated outreach.
Start Free Trial →500 opportunities per month plus full intelligence suite — research, pulse monitoring, accounts & contacts, and reports.
Start Free Trial →2,000 opportunities per month with CSV/API exports and a dedicated customer success manager.
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