1
Detect meaningful activity
Separate relevant executive stock activity from routine administrative noise.
EXECUTIVE EQUITY PROSPECTING
Know which executives may need an advisor right now.
Affluensee turns meaningful company-stock activity into a prioritized prospect database for financial advisors — with the planning context behind each opportunity.
Built for financial advisorsPlain-English signalsPlanning intelligence included
AFFLUENSEE · PROSPECT INTELLIGENCE
Executive opportunitiesPrioritized by timing, magnitude and planning relevance
Preview⌕ Search executives, companies, tickers or planning needs
Executive
Activity
Value
Score
Elena ParkCFO · Northstar Systems
Stock Sale
$4.2M91Leah MorganPresident · ClearPath
Planned Sale
$8.5M94Priya RamanSVP · HelioGrid
Option Exercise
$2.5M76Why this prospect may matterRecent equity activity may create a timely conversation around liquidity, taxes, diversification and concentrated company stock.
Not another lead list
The activity is only useful if you understand what it may mean.
Affluensee identifies meaningful executive equity activity, calculates the financial magnitude, connects related activity over time and explains which planning conversations may now be relevant.
2
Understand the economics
Translate transactions into liquidity, exercise economics and remaining concentration.
3
Know why to reach out
Surface possible tax, diversification, equity-comp and portfolio-planning conversations.
Focused by design
One niche. Much deeper intelligence.
Affluensee focuses on executive company equity and insider liquidity rather than dozens of unrelated life events.
Meaningful new liquidity
Estimated proceeds plus the context of what company ownership may remain.
Potential pre-sale window
Prioritize disclosed intended sales before the full transaction is completed.
Equity-comp complexity
Separate exercise cost from economic spread and connect later sale activity.
Growing concentration
Significant new awards may add vesting, tax and single-stock complexity.
Increasing exposure
Meaningful purchases may create a broader concentration-planning need.
Context beyond liquidity
Understand material ownership shifts without calling every transfer a sale.
Built for advisor workflow
Spend prospecting time on people with a reason to talk.
Move the research upstream so the first thing you see is context, not a blank contact record.
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Prioritized databaseSort by magnitude, recency, role and planning relevance.
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Executive activity timelineConnect exercises, planned sales, dispositions and awards.
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Planning intelligenceSee possible liquidity, tax, concentration and diversification conversations.
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Saved prospects and alertsMonitor the executive profiles most relevant to your practice.
Why Affluensee is different
Generic consumer databaseNot our product
Dozens of unrelated signalsNot our product
Executive equity intelligenceCore focus
Transaction economicsBuilt in
Planning contextBuilt in
Advisor-specific alertsBuilt in
Questions advisors ask
Equity in motion, not generic money in motion.
What is Affluensee?
A prospect-intelligence platform for financial advisors focused specifically on executives experiencing meaningful company-stock activity.
What activity does it monitor?
Stock sales, planned sales, option exercises, significant equity awards, insider purchases and material ownership changes, with routine administrative activity filtered out.
Why does executive stock activity matter?
Meaningful transactions may create liquidity, tax obligations, concentration risk, diversification decisions and other planning needs. Affluensee translates activity into possible planning conversations.
Is Affluensee a CRM?
No. It identifies, prioritizes and monitors opportunities, then is designed to work alongside the advisor's existing CRM.
Early access
Stop prospecting from blank names.
Start with executives experiencing meaningful company-stock activity — and the context to understand why the moment may matter.