Plotbook

Plotbook is a geospatial wealth intelligence platform built for wealth managers, RIAs, and financial advisors. It lets you search residential properties across the US, identify the owners, and instantly surface estimated net worth, annual income, investable assets, and verified contact information. AI-generated research summaries give advisors the context they need before the first conversation. Save high-fit prospects, filter by wealth range, and build targeted outreach lists directly from the map.