What makes Affluensee different from a wealth-event feed?

Affluensee goes deeper on executive company equity by connecting related events at the person level, calculating available economics, preserving evidence boundaries and framing the possible advisor conversation.

Does a signal prove that an executive needs an advisor?

No. Public activity can establish timing, magnitude and equity complexity, but it cannot prove personal need, residence, advisor status or willingness to engage.

Does Affluensee send messages on the advisor's behalf?

No. Outreach remains in the firm's existing workflow. Affluensee helps prepare an evidence-aware draft and private notes without becoming an in-app sending platform.

Can a firm start with specific companies?

Yes. The product supports company search, saved companies, executive profiles and activity monitoring so a firm can focus on the employers and markets that fit its strategy.

Can an advisor review how scores and claims are formed?

Yes. The public methodology explains the unit of analysis, evidence boundaries and scoring purpose, and score inputs should be reviewable rather than treated as unexplained confidence claims.

What does Affluensee cost?

Advisor Market Access is $500 per month or $5,000 annually for one advisor and one primary market. Applications are reviewed before billing begins.

For financial advisors

Find executives with millions in motion.

See executive stock sales, proposed sales and the details that give you a timely reason to call.

Get there while the opportunity is fresh · Stop chasing stale lists · Call with a reason, not a guess

MORNING BRIEF

Three executives worth reviewing today

Illustrative

Leah Morgan · CFO · ClearPath Holdings

Proposed Sale $8.5M notice · filed 4 days ago

Open →

Elena Park · EVP · Northstar Systems

Stock Sale $4.2M observed sale · recent activity

Open →

Priya Raman · CEO · HelioGrid

Option Exercise $2.1M estimated spread · no connected sale yet

Open →

Affluensee organizes public events for advisor research and prioritization.

THE COST OF BEING LATE

The executive changed. Your prospect list didn’t.

Cold lists tell you who might be wealthy. A timely equity event gives you a reason to act while the conversation is still relevant.

THE OLD WAY

Call wealthy people and hope the timing is right.

Long lists. Generic outreach. No reason the executive should care today.

THE AFFLUENSEE EDGE

$8.5M proposed sale. Filed four days ago. Now you have a reason.

See the event, the size and the context—then decide whether it deserves a call before the opportunity goes cold.

WHAT YOU GET

Fewer wasted calls. Better timing. Stronger conversations.

Affluensee should improve your prospecting odds—not give you another database to babysit.

Stop chasing stale lists.

Start with executives whose public equity activity just changed, so your prospecting begins with a real event.

Know who deserves your time.

See the dollar amount, timing and recent activity so you can prioritize the few names worth researching.

Call with a reason.

Show up knowing what happened and why it may matter, instead of opening with a generic pitch.

See what I’d call today →

WHAT CHANGES FOR THE ADVISOR

The goal isn’t more data. It’s a better first conversation.

You should be able to open Affluensee and answer one question fast: who is worth my time today?

✓Waste less time. Skip routine activity and stale names that give you no reason to call.

✓Prioritize bigger opportunities. Put the dollar magnitude and timing in front of you before you start digging.

✓Move while the timing is fresh. See the recent event and the date instead of discovering it weeks later by accident.

✓Walk in prepared. Start with specific public context instead of a generic “I work with executives” pitch.

OPPORTUNITY PREVIEWIllustrative

Proposed Sale

Leah Morgan · CFO

ClearPath Holdings

Event value$8.5MPROPOSED

Filed4 days ago

Prior sales2 this year

Why look nowFresh event

THE ADVISOR ANGLE

A material proposed sale can make diversification, tax planning, charitable giving and broader wealth planning more relevant right now.

Worth a call?Know the contextPlan the outreach

THE ECONOMICS

One good relationship can pay for years of Affluensee.

At $5,000 a year, the standard isn’t “is this cheap software?” It’s whether Affluensee helps you find one relationship you otherwise would have missed.

$500per month$5,000 annually

See opportunities →

ILLUSTRATIVE ECONOMICS

A $5M relationship at a 1% advisory fee = $50,000 in annual gross advisory fees.

Illustrative relationship$5,000,000

Illustrative fee1.00%

Annual gross fee$50,000

Affluensee annual$5,000

Illustration only. Advisory fees, client assets and conversion outcomes vary. Affluensee does not guarantee client acquisition.

KEEP CONTROL

You decide who to call and what to say.

Affluensee gives you the public context. Your firm keeps control of research, outreach and compliance. Review the methodology →

FAQ

What buyers usually want to know.

What does Affluensee actually show me?

A prioritized view of public-company executives with recent equity activity, including event type, timing, available dollar context, connected history and source evidence.

What kinds of events are tracked?

Affluensee focuses on proposed sales, completed insider transactions, option activity and related executive-equity signals, including relevant 10b5-1 context where available.

Can I focus on my own market?

Yes. The product is designed around target companies and markets so advisors can narrow attention to the executives that fit their practice.

Does Affluensee contact prospects for me?

No. Research and outreach stay with your firm. Affluensee helps you decide who deserves attention and gives you the public context to prepare.

What does it cost?

$500 per month or $5,000 annually for advisor access.

DON’T WORK YESTERDAY’S LIST

A timely opportunity won’t stay timely forever.

See the executives whose financial picture just changed and decide who is worth your next call.

Show me the opportunities →View demo