Prosigna vs. Wealth Screening Tools & Lead Lists | Prosigna
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Comparison

How Prosigna compares to wealth screening and lead lists

Most prospecting tools tell you who has money. Prosigna tells you whose wealth just changed and how to reach them while they're deciding — the difference between a static list and a timed, exclusive intelligence brief.

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When wealth managers evaluate prospecting, they're really choosing between three approaches: wealth screening (estimate net worth), generic lead lists (buy contacts in bulk), and manual registry monitoring (watch Companies House, EDGAR, probate yourself). Each answers part of the question. Prosigna is built to answer all of it — who, when, and how to reach them — and to do it exclusively.

Full comparison

Side-by-side breakdown

Four prospecting approaches, one dimension at a time.

Wealth screeningGeneric lead listsManual monitoringProsigna
Core question answeredWho has assets?Who fits a firmographic filter?What was filed today?Whose wealth just changed — and who's deciding now?
Timing signalNone — a static snapshotNoneReal-time, but unfilteredReal-time and anticipated, filtered to your criteria
Relevance to a wealth eventIndirectNoneManual to interpretBuilt around the event itself
ExclusivitySold to everyoneSold to everyonePublic to everyoneOne firm per brief — not sold around you
Route to contactRarely includedOften stale / low-qualityNot includedVerified contact details unlock on selection
Effort to operateLowLowHigh — ongoing manual workLow — briefs arrive matched
Best forCapacity sizingVolume outreachDIY teams with timeWinning the relationship in the decision window
Honest take

When each one is the right call

Choose wealth screening if…

your job is to size an existing book or prioritise known contacts by capacity. It's a capacity tool, not a timing tool.

Choose a generic lead list if…

you need raw volume for a wide, low-touch campaign and relevance isn't the priority.

Choose manual registry monitoring if…

you have the time and analysts to watch filings yourself and want full DIY control.

Choose Prosigna if…

you want the wealth event itself surfaced, filtered to your firm's criteria, delivered exclusively, with a route to contact — so you reach the prospect first, while the decision is live. That's everything the others do partially, built into one timed brief.

FAQ

Common questions

No. Wealth screening estimates who has assets. Prosigna identifies when someone's wealth changes and how to reach them in the decision window — it adds timing and access on top of capacity.

Lead lists are static, sold to everyone, and firmographic. Prosigna's briefs are event-triggered, exclusive to one firm, and matched to your criteria.

You can, and some firms do. Prosigna does the parsing, filtering, enrichment, and exclusivity for you, so you act on matched briefs instead of raw filings.

Each brief is sold to a single firm, with a 90-day exclusivity window — competitors aren't reading the same prospect.

See a brief that's matched to your firm — not sold to everyone.

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