Once a business sale becomes public, the owner has usually already appointed an advisor. Prosigna reads SEC filings and corporate records as they land and tells you who is approaching a liquidity event, why we think so, and how to reach them, while they are still deciding.
One firm per brief. Always. Every prospect we surface is yours exclusively for a 90-day window; no other firm sees the contact details while it runs.
Prosigna surfaces intelligence briefs in real time when a wealth event is filed, and flags anticipated events before liquidity hits — giving your firm both reactive reach and predictive edge.
The moment a qualifying filing hits a public registry, Prosigna parses it, enriches the prospect, and delivers an exclusive brief — within days of the filing, not weeks. Firms whose filter profile matches receive the brief; all others are locked out for 90 days.
One intelligence brief per event, one firm per brief. 90-day exclusive window. Select briefs as part of your subscription; contact details unlock on selection.
We identify prospects where structural indicators point to an imminent liquidity event — before any public filing exists. Reach them months ahead of the market.
Anticipated briefs are flagged clearly — months before the event becomes public. While competitors wait for the filing, you're already on the call.
When you select a brief, the contact details that unlock depend on its tier. Higher tiers give you more direct routes to the prospect.
Contact details are provided for lawful, manual outreach. Email is subject to CAN-SPAM; calls and texts to mobiles are subject to the TCPA and Do Not Call rules; our compliance pack sets out both.
Your match profile is configured once at onboarding. Every intelligence brief in the catalog that reaches your firm passes all five dimensions — select the briefs you want as part of your subscription. No manual sorting, no irrelevant noise.
An all-time signal total with live prospect availability as of today.
No long-term commitment. 14-day free trial. Live within one business day.
Most wealth-event data is resold — the same liquidity profile lands on a dozen advisors' desks the same morning. By the time you call, the prospect has already heard from everyone.
Prosigna works differently. Every brief is assigned to a single firm. When a wealth event is yours, no competing advisor is working the same name. You reach out into silence, not a stampede.
One firm per brief, for a 90-day exclusive window. One firm at a time, never shared.
You're not the eleventh call. You're the only call.
Premium prospects stay premium. No saturation, no burnt relationships.
14-day free trial on every plan. Cancel anytime.
Prosigna already does the hard part — surfacing live wealth-event signals the moment they appear across US and UK filings and registers. A bespoke engagement takes that engine and tunes it around one firm: your markets, your wealth thresholds, your house style, your compliance posture.
For RIA aggregators, private banks, multi-family offices, and independent broker-dealers.
Your prospecting playbook — the markets you cover, the wealth events that convert for you, the thresholds you act on, and the lines you never cross. Encoded as your firm's intelligence layer, not shared with anyone else.
The pipelines, the statutory sourcing, the enrichment, the exclusivity logic, and the compliance framing — operated on the Prosigna engine, layered with your rules rather than forked into a one-off you have to maintain.
We capture how your best advisors actually work: the markets you cover, the events that convert, the thresholds you act on, and your compliance posture.
A private pipeline and rule set tuned to your firm — bespoke signal sources, your wealth thresholds, your exclusivity terms — built on the Prosigna engine.
Briefings arrive shaped by your rules, with first-draft outreach in your firm's house voice and the mandatory compliance framing already built in.
Every correction your team makes refines the engine. The longer it runs, the better it reads your market — and the more it becomes uniquely yours.
Because the engine is configured to your firm and refined by your team, it can't be lifted and handed to a competitor. Your institutional knowledge stays yours — and the longer the engagement runs, the sharper and more defensible it becomes.
Tell us how your firm prospects, and we'll map what a bespoke build would look like. Pricing on request.
The questions advisors and compliance officers ask before they trust a new intelligence source.
Every reactive signal is sourced from public filings and statutory registers: SEC EDGAR (Form 3 and 4, Schedule 13D and 13G, S-1, DEF 14A) in the US, and Companies House, the PSC register, HMCTS Probate, The Gazette and HM Land Registry in the UK. Anticipated events are derived from disclosed fund vintages, sector M&A activity and capital-structure data. Nothing is scraped from private or unauthorized sources.
The underlying signals are public records. Contact details unlock only when you select a brief and are provided for lawful, manual outreach: email under CAN-SPAM, calls under the TCPA and Do Not Call rules, and FINRA Rule 3230 if you are a broker-dealer representative. Prosigna makes no statements to prospects about your firm and receives no compensation tied to any client you win, so the Marketing Rule's compensated testimonial and endorsement provisions should not apply. Confirm the position with your CCO. A compliance pack for your CCO is available on request.
When a qualifying event is filed, the matching brief is offered to a single firm whose filter profile fits — and locked to everyone else for a 90-day exclusive window. You act on signals that aren’t being sold around you.
Within days of the filing, not weeks. The moment a qualifying filing hits a public registry, Prosigna parses it, enriches the prospect, and delivers the brief to the matched firm.
Start a 14-day free trial with no credit card required. You’ll view live prospects across all sources and unlock one premium intelligence brief matched to your firm’s onboarding criteria — no sales call required.
Every brief can be exported from your dashboard. Direct CRM integrations are on the roadmap.
Yes. Because briefs are built from publicly filed statutory information, the underlying signals are matters of public record. Contact details unlock only on selection, and our Enterprise engagements set a compliance posture matched to your firm's regulatory footprint during onboarding.
Sign up for the 14-day free trial and we'll send you one premium intelligence brief from this month's signal batch, based on your firm's onboarding criteria. Free. No sales call required.
Each brief goes to one firm. Once it's claimed, it's gone.