99% US Parcel Coverage

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.

Plotbook map interface showing wealth hotspots across the United States

Trusted Data Sources

Apollo
RocketReach
Regrid
Exa
Mapbox
Gemini

Plotbook shows you wherewealthlives

Traditional prospecting tools provide static lists. Plotbook helps you zero in on geographic pockets of wealth concentration.

Plotbook wealth intelligence interface
Property Asset
1080 Meadow Ln
$12.5M Value
JD
James Dalton
Tech Entrepreneur • 3 Boards
Net Worth
$85M+
Liquid Assets
$12M
(415) 555-0192
j.dalton@gmail.com

Find hard-to-reach owners

Eliminate the Google searches. Our AI Search function provides reliable ownership information for Individuals, LLCs, Trusts and other entities.

Nationwide Coverage

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.

Live Coverage
150M+
Parcels Mapped
High Confidence

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

Nicolas Jaxon

Beverly hills, CA
High Match
$ Estimated net worth
$12.5M - 15M
High confidence
Real Estate
$4.4M
Liquid Assets
$8.3M
Instant Access

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.

Jonathan Doe
Jonathan Doe
CEO, Acme Ventures
VERIFIED
j.doe@acme.com
+1 (310) 555-0123
Sarah Jenkins
Sarah Jenkins
Managing Partner
VERIFIED
s.jenkins@example.com
+1 (415) 555-0198

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.

plotbook.io/ai-search
Palm Beach FL map view
Palm Beach, FL...

Trusted by top
wealth 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.

Jonathan M.
Boutique RIA Founder · $450M AUM

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.

Catherine W.
Partner · Mid-Market Wealth Management

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.

Christopher L.
Senior Relationship Manager · Private Banking

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.

Emily H.
Private Wealth Advisor · UHNW Specialist

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.

Michael D.
Financial Advisor · $120M AUM

Transparent Pricing

Start finding wealth today. No hidden fees. Cancel anytime.

MonthlyAnnual (Save 20%)

Starter

$79/ month

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
Popular

Professional

$199/ month

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

$499/ month

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

Frequently Asked Questions

How is Plotbook different from WealthEngine or iWave?
Traditional tools start with names and give you flat lists. Plotbook takes a property-first approach — you visually identify wealthy neighborhoods on a map, click on high-value properties, and discover the owners. This matches how field advisors actually think about prospecting.
How does the AI Owner Search work?
Our next-gen AI agent runs a multi-phase research pipeline: it searches LinkedIn, public records, and professional databases (Apollo, RocketReach) simultaneously, then enriches the best matches with verified contact details. The agent reasons through each step, cross-references sources, and delivers a complete profile with confidence scores — all in seconds.
Where does the property and owner data come from?
Property data comes from Regrid, covering 99% of US parcels with assessed values, ownership records, and parcel boundaries. Owner profiles are built by our AI agent which searches across 8+ data sources including LinkedIn, Apollo, RocketReach, and public records databases.
How accurate is the contact information?
Our AI agent cross-references multiple sources in real-time and only returns verified contact data. We use enrichment APIs from Apollo and RocketReach to validate emails and phone numbers. Most profiles include direct mobile numbers and personal emails with high deliverability.
Can I export profiles to my CRM?
Yes, CSV exports are included in Professional and Enterprise plans. You can export full prospect profiles including contact info, wealth estimates, and property details for import into Salesforce, Wealthbox, or any CRM.