We'dratherread the filing.
The advisor industry has been building software for a decade and somehow nobody has just read the filings. The data is public. The schedules are public. The vest dates are in the proxy. That's the wedge.
The data is public. The schedules are public. The vest dates are in the proxy. The 10b5-1 plans are filed. The Schedule 13D/G tells you when a 5% owner gets reorganized into a family office. The S-1 tells you who's about to come into liquidity. None of this is hidden. The advisors who win the next decade will be the ones who simply read it.
Most platforms — Catchlight, WealthFeed, Aidentified — scrape news for wealth signals. News is the lagging indicator. By the time a $5M RSU vest hits Bloomberg, every advisor in three states has called. The filing went up two weeks earlier. We surface that earlier window and run the workflow end-to-end with autonomous agents instead of layered features that wait for advisor input.
We're a small team building this with the deliberate constraint of serving one buyer well. Pricing, pacing, and product roadmap all reflect that focus. We're not chasing every advisor segment. We're not adding general CRM features. We're making sure the next executive transaction at Broadcom or Snowflake or Datadog ends up in front of the right RIA before the press release.
Four principles we keep written down so we don't drift.
Filing-first, not news-first
Most advisor tools surface wealth signals from news scraping. News is the lagging indicator. The Form 4 went up two weeks before Bloomberg covered it.
Public sources only
Everything Core Growth AI uses is SEC EDGAR, LinkedIn public profiles, Apollo's compliant lookups, and your own CRM. No grey-area scraping, no licensed feed at risk of being pulled.
One buyer, fully served
We build for the Head of Growth or Managing Partner at an RIA with $500M–$5B AUM serving corporate executives. Pricing, pacing, and roadmap all reflect that focus.
Tools, not gates
Cancel anytime on monthly. CSV export everything. MCP server lets you query the platform from your own LLM. We'd rather you stay because it's useful than because you're locked in.
Built by Core Growth AI.
Core Growth AI is built and operated by Core Growth AI, a small founder-led team focused on the intersection of public securities data and modern AI workflows. We pick narrow problems and ship working software fast — no consulting, no agency model, no enterprise theatre. Just a product you can subscribe to, cancel, and read the source filings inside.
Headquartered in the US. The team is small enough that you'll probably end up talking to the person who wrote the EDGAR detector. We like that part.
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