Theyestimate. We verify against the filing.
Competitors model net worth from public and consumer data. Equity Liquidity Intelligence surfaces actual SEC disclosures — Form 4, 144, 10b5-1, RSU vesting, lockup expirations — at the moment of the liquidity event.
Five rows. Side by side.
Sources: G2 reviews, vendor sites, third-party comparisons (2025–2026). Re-checked before each campaign.
| Dimension | Our platform Equity Liquidity Intelligence by Core Growth AI | WealthFeed Broadridge | Catchlight Fidelity Labs | Aidentified FactSet | FINNY Osaic partner |
|---|---|---|---|---|---|
| Core function | End-to-end agentic loop for advisors who serve corporate executives Detect → Research → Score → Draft → Route → Screen Detects equity-liquidity events from SEC filings, runs AI research, scores reachability against your practice profile, drafts personalized first-touch outreach in your firm's voice, routes to your CRM, and screens every message against your firm's policies. | Money-in-motion prospecting + outreach | Lead scoring + enrichment on lists you upload | Relationship mapping + wealth-event triggers | Agent-native niche matching + auto outreach |
| Sources own leads? | Yes — directly from SEC EDGAR filings Every prospect traces back to a specific filing accession number, dated and audit-defensible. | Yes — discovery feed of life events | No — you bring the list | Yes — 300M+ profiles | Yes — 270M individuals, niche-matched |
| Pricing | Transparent tiers · no credit caps · no success fees Subscription gets you the platform. The $99 Liquidity Brief is an optional one-time try-before-you-buy deliverable — 30 enriched executives in your territory, and it credits 100% toward your first subscription month. | ~$1,399/yr starting | ~$1,999/yr starting | Credit-gated; 'unlimited' caps ~2,000/mo | ~$500/mo per advisor + 25% success fee |
| Biggest strength | Filing-grade signal + personalized output + compliance trail — in one loop The signal is primary-source (Form 4, 144, 10b5-1, RSU vesting, lockup expirations). The output is personalized to your practice profile and firm voice. The compliance log is cited and audit-ready. Competitors do one of these well; we ship all three together. | Built-in outreach (notes, LinkedIn, email) | 'Who do I call first' scoring | 2nd-degree warm intro paths (uniquely deep) | Per-advisor F-Score + full auto outreach loop |
| Biggest weakness | Narrow vertical — corporate executives only By design. If your book is small business owners or inheritance prospects, we're the wrong tool. If it's public-company executives, nothing else is this precise. | Wealth / income estimates 'sometimes off the mark' | Can't source leads; accuracy = your input | Credit economics punish teams | Consumer / intent signals, not filings; churn risk |
“WealthFeed and Aidentified estimate a prospect's wealth from consumer and public data. We don't estimate — we read the actual SEC filing the moment an executive's shares become liquid. So instead of ‘this person is probably wealthy,’ you get ‘this person filed a 10b5-1 plan and has RSUs vesting next month.’ That's a timed, verifiable reason to reach out — and Catchlight can't even find that prospect, because you'd have to already have them on a list.”
What customers say · how we win.
Pulled from G2 reviews and vendor positioning, then reframed against our wedge. Each card includes the honest praise — then where we slot in.
vs. WealthFeed
- +Easy to use; fast to build hyper-targeted lists by age, location, and life event.
- +Real ROI quotes — e.g. '24 meetings in month one' and '10x prospect quality vs other platforms.'
- +Marketing Hub (handwritten notes w/ QR tracking, LinkedIn, email) + Broadridge enrichment are differentiators.
- −Wealth / income estimates 'sometimes off the mark.' Accuracy of data points varies.
- −Occasional manual research still required on a prospect.
- −Lead volume in a given geography can feel thin.
Lead with filing-grade accuracy. Their estimates are modeled; our liquidity signals come straight from SEC filings, so the advisor isn't cleaning up bad net-worth guesses before they call.
vs. Catchlight
- +The Catchlight Score answers 'who do I call first' — strong for speed-to-lead.
- +Done-for-you research (up to 2,000 data points) + personalized content saves hours per week.
- +Responsive team; seen as a strategic partner on prioritization.
- −Does not source new leads. You upload the list; it only scores / enriches what you bring.
- −Accuracy depends on input quality; missing attributes drop the score and force manual edits.
- −Nurturing / follow-up gap — advisor still owns weeks of follow-up.
Catchlight needs a list; we originate one. Position as top-of-funnel origination from disclosure data, not just a scoring layer on leads the advisor already had to find.
vs. Aidentified
- +Relationship mapping / 2nd-degree warm intro paths are genuinely unique in the space.
- +Praised for data accuracy and household context (e.g. spouse's role flags a better-fit advisor).
- +Already tracks 16 wealth triggers including SEC insider transactions and liquidity events.
- −Credit-gated pricing gets expensive fast; 'unlimited' really caps ~2,000 credits/mo.
- −Per-seat cost jumps sharply at Premium — math doesn't work for a 10-person team.
- −Glowing accuracy reviews come from a very small sample (a 5.0 from ~3 reviews).
Out-specify and out-price. We go deeper on the equity-event layer (10b5-1 adoption, RSU vesting schedules, lockup expirations) and avoid credit caps that frustrate teams. They map who knows whom; we pinpoint exactly when the liquidity hits.
vs. FINNY
- +Per-advisor F-Score: the same prospect scores differently for each advisor based on niche / ICP.
- +Full automation loop — finds, prioritizes, drafts, sends, follows up, and books meetings across LinkedIn, email, voicemail, and direct mail.
- +Built-in compliance review of outreach; real advisor traction (Osaic partnership; advisors report 15–20% callback rates).
- −Signals are consumer + intent data, not filings. Identifies who's researching topics — not who just had a verifiable liquidity event.
- −Matching is a 'black box' — advisors can't see the underlying formula, which complicates trust and compliance defense.
- −Success-fee pricing (25% of first-year fee) + structural churn — firms drop it once their book is full.
FINNY is a better mousetrap for the same generic prospects; we hunt a different animal. Their edge is automation breadth on consumer / intent signals — ours is the signal itself. We surface executives at a documented liquidity moment from SEC filings, with a transparent, audit-ready trail instead of a black-box score. Position alongside, not against: FINNY-style outreach is far stronger when fed our filing-grade triggers.
Where we wedge in.
Data accuracy is the universal weak spot
Every competitor gets dinged on modeled wealth / income or intent estimates. Filing-first is the direct answer.
Origination gap
Catchlight can't source leads; we can. Clean differentiation if we originate from disclosure data.
Aidentified + FINNY are the real overlaps
Aidentified already touches SEC insider data; FINNY matches our agent-native architecture. Beat both on signal quality, timing specificity, and transparency.
Black-box vs. audit trail
FINNY's match formula is opaque. Our filing-anchored signal is explainable and compliance-defensible — a real edge with RIA compliance officers.
Pricing model matters
Credit caps (Aidentified) and success fees (FINNY) frustrate buyers; a flatter, transparent model is itself a selling point.
Nurturing gap is open category-wide
Ties into the outreach-engine offer — our verified signals make any outreach loop (even a FINNY-style one) hit harder.
If they say… we respond.
See it on your own territory.
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