Find new clients for wealth management firm with AI

We analyze the behavior of HNWIs and determine
which of them is ready to buy

Try a 14-day free trial

Top data for wealth management firms

We collect and analyze unique data from public sources for companies providing wealth and asset management services

  • Niche news portals
  • Trading social networks
  • Public Financial Statements

Speak the same language

Proprietary AI models from Signum.AI are trained on niche data and can speak the same language with your customers

  • Niche terminology
  • Unique icebreakers
  • Stay up to date with the latest news

Signals available for tracking

Person Position Change

Updating your prospect’s job title in their current company

Person Job Change

Your prospect has joined a new company

Person Name Change

Your prospect has changed their name

Person Location Change

Your prospect has relocated to a new location

Keywords mention

Your prospect has mentioned one of the provided keywords

Fundraising Underway

Your prospect’s company initiated a new funding round

Funding Type Change

Your prospect’s company has changed its funding type


We can track custom triggers from your sources

Here’s What Our
Customers Say

“Excellent product! I have used Signum’s solution within two organizations in edtech and fintech spheres. It helped us to close deals quickly with optimized personalization.”

– Kristina Zabolotskaya

5 /5

“Very promising technology for b2b market.”

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5 /5

“it is great!”

– Omar Bustos

5 /5

“It’s amazingly great and more significant”

– Kulordzi Falcon

4 /5

“Great idea!”

– Lee Fischman

5 /5

“Awesome, guys!”

– Fernando Rodriguez

5 /5

“ has created a great solution that we use to find new investors for our fund and send them hyper-personalized offers.”

– Serge Milman

5 /5

“Awesome tool! Caught good signals to close deals.”

– Alex Kondrashtina

5 /5

“Signum.AI solutions helped us to improve our cold outreach efforts to IT teams.”

– Kirill Yarkov

5 /5

“Signum.AI tools helped us generate more qualified leads and optimize email outreach through potential customer tracking and real-time alerts.”

– Irina Pozdnyakova

5 /5

“As a company specializing in data-driven marketing services, it is essential for us to reach out to the right decision-makers at the right time.”

– Yulia Kulikova

5 /5

“Signum.AI did a great job really understanding our needs and working with us over multiple iterations to really dial the lead quality.”

– Trapper Markelz

5 /5

“It is really very useful that Signum.AI finds the most relevant triggers in the industry”

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5 /5

“We’ve been working with Signum.AI since the end of July and have been satisfied with the results so far.”

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5 /5
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