Wealth Advisors

The same client list. The same review cycle. Run on a 1099, or run on Meerkat OS. The difference is between managing a slice and managing the household.

The Graph: five signals, one graph

Every meaningful relationship between two people falls into one of five categories. Meerkat resolves all five at the person level, refreshes them continuously, and ranks every path by strength: so for each client you can see the qualified prospects in their network and exactly who can make the introduction.

• Career · worked together — The colleague who became a client. Verified employment history matched at the person level, across name and role changes.
• Education · same school — The classmate who opens the door. The business-school section and trustee network introductions actually travel through.
• Board · same room — The trustee two seats away. The shared board seat that turns a cold prospect into a warm ask.
• Neighbor · same block — The neighbor who is your next client. Parcel-level property records across all 50 states.
• Household · same roof — Who shares the address today. The co-resident who is also a prospect. Adults only, current residence.
• The path · any depth — Ask for the warm paths between any client and any prospect, ranked by strength and freshness.

Career and board, every vendor has. Neighbor and current-resident signal, only Meerkat resolves: because only Meerkat has joined property and consumer data to the people layer.

The Intelligence Layer: six dimensions, one endpoint

Every household has six sides to it. Meerkat OS connects all of them and refreshes them continuously, so the picture you walk into the review with is the picture as it stands today.

• Wealth · held-away — What they have everywhere. Net worth tiers grounded in property, equity, and verified holdings beyond the managed account.
• Property · holdings — Real estate as the wealth signal. Primary residence, second homes, investment properties across all 50 states.
• Career · liquidity — Compensation and the next event. Title, employer, vesting schedules, IPO and acquisition windows.
• Household · generations — The family unit, not the account. Spouse, dependents, adult children, heirs, life stage.
• Reach · verified contact — Verified email and mobile for the client, the spouse, and the heirs, refreshed continuously.
• Match · warm path — The relationship graph from your existing clients and centers of influence to every prospect on your list.

The Ah-Ha

Wallet share: from a $2M account to a $20M conversation. You manage $2M for a long-time client. You do not know about the second home, the vested RSUs that liquidated last quarter, the inherited brokerage account, or the operating company she still owns. The competitor down the street does. With Meerkat OS, the household record shows $8M in real estate across two states, $5M in private business equity, and a recent $3M liquidity event. The review moves from market commentary to consolidation and estate planning.

Warm prospecting: the HNW prospects already in your book. Cold prospecting in wealth management does not work. The best HNW prospects in town are deeply connected to your existing book: you just cannot see who knows whom. The relationship graph maps every connection of every client, so you walk into the next review with three specific names to ask about, not a vague request.

• 3–5x — typical ratio of held-away to managed assets in a mature book, surfaced in one call
• 0 re-screens — the household refreshes the moment something changes
• 1 file — wealth, property, household, heirs, contact, and warm-path in one record

Get Started: a pilot on your top households

The fastest way to see what the graph does is to point it at the clients you already know. Send us your book. We send back the qualified prospects sitting inside it, and the client who can introduce you to each one.

1. Send us your client list. A hundred client records. Names and contact are enough: no account numbers, balances, or custodian data.
2. We map the graph. Within days the same list comes back with the warm second-degree paths around every client, the qualified prospects in those networks, and the ranked introduction path to each one.
3. You see the lift. See the prospects already one introduction away, and exactly which client to ask.

• No multi-year contract. Pilot first, scale when the lift is clear.
• Your data stays yours. We enrich it. We do not resell it.
• Connectors live for Salesforce FSC, Redtail, Wealthbox, and the major advisor stacks.
• Built for solo advisors, RIA practices, and multi-family offices alike.

Every client is a network. Now ask for the introduction. Let's Connect