Our story

Revolutionizing the wealth management industry with machine intelligence
WEALTHAWK stands at the forefront of revolutionizing the wealth management industry through cutting-edge technology. As a next-gen prospect sourcing and management platform, we specialize in empowering wealth managers and financial advisors with advanced AI tools. Our mission is to streamline and enhance the process of identifying and engaging potential clients, particularly in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments.

In an industry traditionally bound by conventional methods, WEALTHAWK introduces a paradigm shift. The wealth management landscape in the United States is ripe for innovation. With nearly 700,000 wealth managers seeking to grow their client base and enhance service delivery, the challenge has always been the inefficiency in business development activities and client acquisition. WEALTHAWK addresses this by leveraging AI to spot critical 'money in motion' events. Our technology identifies individuals who experience significant changes in their financial status, thus becoming prime candidates for wealth management services.

By harnessing the power of AI, WEALTHAWK creates detailed prospect profiles, enabling wealth managers to tailor their approach with unprecedented precision. This technology not only saves time and resources but also increases the success rate of client acquisition. In an industry where the average cost of generating a new client can exceed $5,000, and acquiring a single $5 million prospect may cost upwards of $30,000, the efficiency brought by WEALTHAWK is a game-changer.

At WEALTHAWK, we believe that wealth managers provide a valuable service and should operate in a dignified, efficient manner. Our platform is more than just a tool; it's a way for wealth managers to elevate their practice, focusing on building relationships and delivering value, rather than getting bogged down in the time-consuming process of client prospecting. With WEALTHAWK, wealth managers are not just staying ahead of the curve; they are redefining it.