01
Liquidity event signal
An executive at a pre-IPO or M&A-active company is approaching a wealth event that will require sophisticated planning, and that company status is often public.
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Find high net worth prospects at the moment they need a trusted advisor.
The best wealth management clients come from life transitions: a liquidity event, a business sale, an inheritance, or a approaching retirement planning moment. WhoEngine finds those individuals using public signals, before they are referred to a competitor.
Who you will find
The people worth a conversation.
- Retirees approaching retirement in their 50s who write publicly about wealth planning, legacy, or retirement readiness
- Executives approaching a liquidity event: an IPO, an acquisition, or a significant option vesting
- Business owners who have sold or are publicly preparing to sell their company
- Individuals navigating a wealth transition for the first time who are publicly seeking trusted guidance
Signals
Signals WhoEngine reads
02
Business sale commentary
A business owner who publicly discusses their company's future, succession, or a potential transition is approaching a liquidity moment that creates an immediate planning need.
03
Retirement writing
Someone in their 50s publicly discussing retirement readiness, withdrawal strategy, or legacy planning is actively thinking about their financial future.
04
Inheritance signal
An individual navigating an estate or discussing a significant inheritance is in the window where professional wealth guidance is most needed and most valued.
With WhoEngine
How WhoEngine helps
WhoEngine reads the public signals of wealth events and life transitions to surface the individuals who are most likely to be actively evaluating a wealth advisory relationship, before they receive a referral to someone else.
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