FindHigh-Net-WorthOwnersinyourarea.
Skip the spreadsheets. Visually map prospects, target affluent neighborhoods, and reveal owner net worth and contact information with one click.
Trusted by 500+ wealth managers.

Trusted Data Sources
Plotbook shows you wherewealthlives
Traditional prospecting tools provide static lists. Plotbook helps you zero in on geographic pockets of wealth concentration.

Find hard-to-reach owners
Eliminate the Google searches. Our AI Search function provides reliable ownership information for Individuals, LLCs, Trusts and other entities.
Visual Wealth Search
Filter by property value to uncover hidden pockets of HNW prospects. Heatmap overlay highlights wealth concentration in real-time across the US.
AI Wealth Scoring
Our AI analyzes property records, public filings, and market data to estimate net worth with high confidence scores, so you know exactly who you're targeting.

Nicolas Jaxon
Verified Contact Information
Unlock verified phone numbers and emails within seconds. We cross-reference data from top-tier contact databases and LinkedIn to ensure you reach the right person every time.


From territory to targetinseconds.
No complex queries. Just point, click, and connect.
Territory Scout
Navigate the map to your target market. Visualize property values and wealth density in real-time.
Wealth Filter
Set your criteria: Property Value > $2M and Owner Occupied status. Watch the map update instantly.
Reveal & Connect
Click any property to unlock the owner's net worth, liquid assets, and verified phone/email.

Trusted by topwealth advisors
See how financial professionals are using Plotbook to transform their prospecting workflow.
“This completely changed how we prospect. Instead of buying expensive, outdated lists and hoping someone qualifies, we now zoom into affluent neighborhoods and work outward from verified property values. The ability to click a home and instantly see the owner's estimated net worth and professional background is incredible. We've cut our research time by more than half and our prospect quality has gone up dramatically.”
“We used to juggle three different platforms just to verify one potential client — one for contact data, one for net worth, and another for background research. This platform consolidated everything. The map interface makes it obvious where wealth is concentrated, and the AI research tool gives our advisors immediate context before outreach. It's now a core part of our growth strategy.”
“Ultra-high net worth individuals are hard to find — but they're not hard to locate if you know where to look. This tool lets us visually identify wealth clusters and drill down into specific properties. The intelligence layer on top of the real estate data is what sets it apart.”
“Our mandate is to target $10M+ households. Previously, we were filtering by income proxies and hoping the data was accurate. With the map-based interface, we focus on $8M–$20M properties in specific neighborhoods and immediately access owner intelligence. In the past year, 6 of our top 15 new client relationships originated from prospects identified through this platform.”
“I was driving through a luxury neighborhood and passed a newly built $9M home. Instead of wondering who lived there, I opened the app, tapped the property, and instantly saw the owner's name, estimated net worth, and business background. Within several minutes I had run the AI research summary and added them to my pipeline. Over the last 6 months, 40% of my new prospect conversations have come from opportunities I identified on the map.”
Transparent Pricing
Start finding wealth today. No hidden fees. Cancel anytime.
Starter
billed monthly
For solo advisors and small NGOs.
- 750 credits / month
- 1 state included (+$49/mo per add-on)
- ~10 AI owner searches / mo
- ~100 map searches / mo
- ~20 people lookups / mo
- Email support
Start Free Trial
Professional
billed monthly
For active wealth managers.
- 2,500 credits / month
- 2 states included (+$49/mo per add-on)
- ~40 AI owner searches / mo
- ~400 map searches / mo
- ~80 people lookups / mo
- CSV exports
- Priority support
Start Free Trial
Enterprise
billed monthly
For teams and wealth management firms.
- 8,000 credits / month
- 5 states included (+$49/mo per add-on)
- ~130 AI owner searches / mo
- ~1,200 map searches / mo
- ~250 people lookups / mo
- Up to 5 team seats
- Dedicated support
Start Free Trial
