Now on iPhone
Your next client lives on this street
The wealthiest households in your territory are the ones you drive past every day. Tap any home and Plotbook tells you who owns it, finds the person behind the trust, estimates what they are worth and how to reach them, and adds them to your pipeline before you reach the next corner.
- The real owner behind every deed, even trusts and LLCs
- Estimated net worth, income and investible assets
- Email and phone, so the first conversation is not a cold one
- Research runs in the background and pings you when it lands
Advisors using Plotbook have added over $150M in new assets. Requires a subscription, with a 7-day free trial for new subscribers.
What you get
From a front door to a first meeting
Find clients on the map
Owner names on every parcel, including trusts and LLCs.
See who owns any home
Name, assessed value, email and phone on one sheet.
Research on autopilot
Public records and reverse address lookups, step by step.
Know their net worth
An estimated range with a confidence score, never a bare number.
Build your pipeline
Save anyone you research and pick them up later.
Or find them by role
CFOs in Dallas. MDs at Goldman. Founders in Austin.
How it works
From the sidewalk to your pipeline in four steps
- 01
See where the money is
Every parcel in your territory is shaded by assessed value from county assessor records, so the households worth your time stand out before you tap anything.
- 02
Tap a home, get a name
The property sheet returns the owner of record with the use type and assessed value. When the deed sits behind a trust or an LLC, the research agent works to find the actual person, which is where most prospecting tools stop.
- 03
Let the agent do the digging
The research an assistant would spend an afternoon on: reverse address lookups, public records and professional sources, cross-referenced with every step shown. Put the phone away and it pings you when there is a person to look at.
- 04
Walk into the meeting informed
Save the owner with contact details, career history and an estimated wealth range, then pick them up on the web app at your desk. Your first conversation starts with context, not a cold open.
Where the data comes from
Public records, clearly labelled estimates
Parcel boundaries, owner of record, use type and assessed value all come from public county assessor records. Professional contact details come from licensed business-to-business providers, used under their terms of service.
Wealth figures are AI-generated estimates, shown as a range with a confidence score rather than a single authoritative number. They are a way to prioritise your day, not a balance sheet. Every profile carries a Report incorrect information control, and removal requests reach a human.
Questions
What people ask before downloading
Prospect the ground you already cover
One new household pays for years of Plotbook. Stop renting strangers' phone numbers and start working the streets you already know, with the same account on your iPhone and at your desk.
