OBSERVE
Separate meaningful activity from routine noise.
Distinguish sales, intended sales, exercises, awards, purchases and ownership changes.
EXECUTIVE-EQUITY INTELLIGENCE FOR SELECT ADVISORS
The wealth was already there. What changed may create the opportunity.
One right-fit executive relationship can materially grow a practice. Affluensee connects stock sales, option exercises and planned transactions to the executive, timing and economics behind them—so your team knows which opportunities are worth pursuing and how to approach them.
Pursue fewer, better opportunitiesKnow why the timing mattersEnter the conversation prepared
AFFLUENSEE · OPPORTUNITY BRIEFIllustrative advisor view
Planned Sale
Leah Morgan
President · ClearPath Holdings
Priority94View inputs
Disclosed value$8.5M
Connected activity2 events
TimingRecent
WHY IT MAY MATTER
A large intended sale following an option exercise may create a timely conversation around liquidity, taxes and remaining company-stock concentration.
Option exerciseEarlier activity connected to the same executive
$6.8MPlanned saleDisclosed intended activity—not completed proceeds
$8.5MSave prospectReview timelinePrepare outreach
Person firstOne executive, connected eventsEconomics includedMagnitude before outreachEvidence awareFacts separated from interpretationAdvisor controlledResearch and outreach stay with your firm
WHY TIMING MATTERS
A database can tell you who has the title. It cannot tell you what changed.
An executive can ignore generic advisor outreach for years. But a material equity event may introduce new questions about concentration, taxes, liquidity, estate planning, charitable decisions and what comes after company stock.
The filing is only the first clue. Affluensee connects the person, company, event, timing, economics and source evidence so an advisor can decide whether deeper research is warranted—and approach the situation intelligently if it is.
Review how the evidence is reconstructed →CONNECT
Build one executive timeline—not duplicate leads.
Related events stay together so the advisor sees a broader equity story.
QUANTIFY
Put the financial magnitude in plain English.
Surface disclosed value, estimated economics and the concentration context available.
PREPARE
Turn the signal into a credible reason to research.
Explain possible planning openings without pretending a public event proves a need.
FOCUSED BY DESIGN
Six equity events. Six different planning openings.
Generic wealth-event feeds flatten activity into “money in motion.” Affluensee preserves the difference because the advisor conversation depends on it.
Observed liquidity
Review estimated proceeds, transaction sequence and what company ownership may remain.
Planning cue Liquidity · tax · diversification
A possible earlier window
Treat disclosed intended activity as a review window—not proof that proceeds exist.
Planning cue Timing · sale preparation
Equity-compensation economics
Separate exercise cost from economic spread and connect any later disposition.
Planning cue Exercise · tax · concentration
Future vesting complexity
Significant awards can add vesting, withholding and single-stock planning decisions.
Planning cue Vesting · withholding · goals
Increasing exposure
A meaningful purchase can deepen a position that already dominates the balance sheet.
Planning cue Exposure · risk capacity
Context beyond a sale
Material ownership shifts deserve review without labeling every transfer as liquidity.
Planning cue Ownership · estate context
MORNING BRIEF
IllustrativeThree opportunities worth reviewing
01
Leah Morgan · ClearPath Holdings
Planned Sale Intended $8.5M sale after a recent exercise
02
Elena Park · Northstar Systems
Stock Sale $4.2M observed sale with remaining concentration
03
Priya Raman · HelioGrid
Option Exercise Exercise activity without a connected sale
Ranked for advisor review—not presented as guaranteed prospects.
BUILT AROUND THE ADVISOR'S DAY
Start with the companies you want. Let the signal narrow the field.
Affluensee is strongest when a firm has a defined market: target employers, recent issuers or executive populations that fit its planning expertise.
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Company-first coverageSearch, save and follow the companies that fit your practice.
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Prioritized morning briefReview the few opportunities that warrant judgment today.
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Walk through the product →
Private advisor workspaceSave, dismiss, note and prepare outreach without in-app sending.
THE WEDGE
The job is not more leads. It is fewer names with better timing.
Affluensee is not trying to replace your CRM or sell a massive contact universe. It is built to improve the moment before outreach.
A name, a title and contact fields.
- Large universe with weak timing
- Events detached from the person’s broader activity
- Research begins after the advisor opens the record
- Volume looks impressive; prioritization stays manual
A person, a trigger and a defensible reason to look.
- Target-company workflow instead of an undifferentiated list
- Connected executive timeline across related equity events
- Transaction magnitude and planning context upfront
- Transparent evidence boundaries before outreach
CREDIBILITY BY DESIGN
Built to show its work—and state what it cannot know.
Compliance-conscious advisors do not need another black box. Affluensee separates observed facts, calculated economics and possible planning context so the user can judge the opportunity.
WHAT THE PLATFORM SEESWHAT IT SAYS
Disclosed intended sale
Potential planning window—not completed proceeds.
Filing or issuer location
Useful market context—not verified personal residence.
Priority score
Workflow ranking based on visible inputs—not conversion probability.
Meaningful public activity
A reason to research—not proof the executive is unadvised.
ADVISOR RESOURCE CENTER
Find the right executive. Understand why now.
Practical guidance for advisors using executive equity events to improve prospecting, recognize money in motion and enter high-stakes conversations with context.
ADVISOR PROSPECTING
Build a prospecting strategy around real timing
Move beyond static wealth lists by focusing on right-fit executives whose financial circumstances may have changed.
Improve your prospecting strategy → MONEY IN MOTIONRecognize liquidity events without overclaiming
Learn how stock sales, exercises and planned transactions can reveal a timely reason for deeper research.
Understand money-in-motion signals → STOCK-SALE ALERTSTurn an alert into an advisor-ready opportunity
See why person-level history, transaction economics and evidence matter more than a filing notification alone.
Build a better alert workflow → FIELD GUIDEExecutive equity signals for financial advisors
Understand sales, exercises, awards and ownership changes without flattening them into generic “money in motion.”
Read the guide → PLANNED SALESWhat a proposed-sale signal actually tells you
A disclosed intention can create a review window. It does not prove a sale occurred.
Read the guide → METHODOLOGYHow Affluensee prioritizes activity
See the scoring inputs, evidence boundaries and claims the platform deliberately refuses to make.
Review the methodology →QUESTIONS A SERIOUS BUYER SHOULD ASK
Before this earns a place in your workflow.
What makes Affluensee different from a wealth-event feed?
Affluensee goes deeper on one domain: executive company equity. It connects related events at the person level, calculates available economics, preserves evidence boundaries and frames the possible advisor conversation.
Does a signal prove that an executive needs an advisor?
No. Public activity can establish timing, magnitude and equity complexity. It cannot prove personal need, residence, advisor status or willingness to engage. The platform provides a better reason to research—not a guaranteed prospect.
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. Within the product, score inputs should be reviewable rather than treated as unexplained confidence claims.
PROTECTED MARKET ACCESS
Access begins with fit, not a signup.
Affluensee is intentionally limited by market. We review each firm's target coverage and potential territory conflicts before granting access.