What is wealth event intelligence?
Wealth event intelligence identifies prospects at the exact moment a wealth event — a business sale, IPO, PE exit, inheritance, or share transfer — changes their financial life, so advisers reach them during the short window when they're deciding who manages their money.
What counts as a wealth event?
A wealth event — or liquidity event — is any moment an individual converts illiquid assets into accessible wealth, or otherwise reaches a financial inflection point: a business sale, an IPO or secondary share sale, a private-equity distribution, an inheritance or probate grant, a director exit, or a major property transaction.
Wealth event intelligence surfaces when a prospect's wealth changes and how to reach them — turning public filings and structural signals into timely, engagement-ready prospect briefs.
True wealth event intelligence is exclusive by nature. A signal resold to every firm in the market is a lead list, not intelligence — its value collapses the moment it's shared. Intelligence means you know something before and instead of your competitors.
When the event is filed
The moment a qualifying event hits a public registry — a director exit, a PE secondary, a probate grant — it's parsed, the prospect is enriched, and an intelligence brief is delivered within days, not weeks.
Before the event is public
Structural indicators — fund vintage, sector consolidation, known manager exit playbooks — flag prospects likely to reach a liquidity event before any filing exists, so you build the relationship months ahead of the market.
Wealth screening tells you who.
Wealth event intelligence tells you when.
Wealth screening was largely built for nonprofit donor research — it estimates capacity. Wealth event intelligence is built for timing and access.
Wealth event intelligence — common questions.
What wealth managers ask when they first evaluate event-driven prospecting.
What is a wealth event?
Any moment an individual converts illiquid assets into accessible wealth or reaches a financial inflection point — a business sale, IPO, PE exit, inheritance or probate grant, director exit, or major property transaction.
How is wealth event intelligence different from wealth screening?
Wealth screening estimates who has assets — a static capacity score. Wealth event intelligence adds when their wealth changed and how to reach them in the decision window, when receptivity peaks.
What's the difference between reactive and anticipated events?
Reactive briefs fire the moment a qualifying event is filed in a public registry. Anticipated briefs flag prospects likely to reach a liquidity event before any filing exists, using structural fund and sector signals.
Where does the data come from?
Public statutory registers — Companies House, the PSC register, HMCTS Probate, The Gazette, HM Land Registry, and SEC EDGAR (Form 3/4, Schedule 13D/13G, S-1, DEF 14A) — plus structural fund and sector data. Nothing scraped or private.
Is wealth event intelligence compliant?
Because briefs are built from publicly filed statutory information, the underlying signals are matters of public record. Contact details unlock only on selection, and Enterprise engagements set a compliance posture matched to your firm's regulatory footprint.
Is the same prospect sold to multiple firms?
No. Every Prosigna brief is assigned to a single firm. Unlike resold liquidity databases, a prospect you receive is never simultaneously worked by a competing adviser — eliminating the outreach saturation that kills response rates on shared lists.