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.