StartwithaBrief. Subscribe when you're ready.
$99 Liquidity Brief as the entry point, then $499/mo Solo or $999/mo Team (up to 4 advisor seats). Annual saves 17%, six-month saves 8%. The Brief fee credits 100% toward your first subscription month if you convert within 90 days.
Liquidity Brief
- 30 curated executives in the territory you pick (region, multiple states, or one)
- Contact info per exec (email + direct line where available)
- Individual dossier per exec (background + equity-comp context)
- AI-drafted first-touch outreach for each prospect
- Branded PDF + Excel workbook you can present anywhere
- Credits 100% toward your first subscription month
- Optional 30-min readout call
Solo
- All SEC filing detectors
- Daily morning brief + Top Picks
- AI dossier per executive
- Wealthbox + Salesforce sync
- Outreach drafting + CSV export
- MCP server (Claude Desktop / Code)
Team
- Everything in Solo, shared across the team
- Up to 4 advisor seats included
- Bulk outreach + pipeline tracking
- Bi-directional CRM push (lead + dossier + activity)
- Per-advisor performance analytics
- Priority support
Enterprise
- Everything in Team, unlimited seats
- SSO (SAML / Okta / Entra) via Clerk
- Single-tenant deployment option
- Custom CRM integrations + webhooks
- SOC 2 documentation pack
- Dedicated Slack + quarterly business reviews
Outreach Engine
Multi-touch email sequencing, LinkedIn automation, AI-generated nurture content. Built on top of Core Growth AI leads.
Everyone else is a recurring seat. The Brief is a one-time look.
Honest comparison. Competitor prices reflect what they publish (or last published); custom-only tiers render as “contact sales.” We are not always the cheapest — Aidentified Starter is $49/user/mo. The Brief is priced on a different axis: filing-triggered value, not per-seat database access.
| Tool | Backed by | What you're paying for | Price |
|---|---|---|---|
| WealthFeed | Broadridge | Pay-as-you-go credits | ~$1,399/yr + $1/credit overage as of Jun 2026 |
| FINNY | FactSet · $17M raised | Per-seat SaaS with a full AI outreach agent — proprietary F-Score + automated sequencing on broad household life events. | Custom / contact sales as of Jun 2026 |
| Catchlight | Fidelity Labs | Per-seat lead SCORING on leads you already have — ~2,000 data points per individual feeds a propensity score. | Custom / contact sales Last published rate (2024): ~$150/mo per seat as of Jun 2026 |
| Aidentified | FactSet | Per-seat network/relationship intelligence — maps your existing network to warm paths across 300M+ profiles. | $49/user/mo as of Mar 2026 |
| Core Growth AI Brief | — | One-time: 30 filing-sourced execs + drafted outreach in your territory | $99 one-time 100% credit toward first subscription month |
Prices reflect competitors' published rates as of the dates shown and may have changed since. We re-verify quarterly. See the full side-by-side on /compare.
The difference between a database seat and a filing-sourced exec.
Narrow-and-deep wins on value, not on sticker price.
- ·A row to scan
- ·An inferred signal (probability, network distance)
- ·No date — you don't know when the event happens
- ·No dollar figure — you guess the size of the opportunity
- ·You still research the person yourself
- ·You still write the outreach yourself
- ·You renew the seat next month or lose access
- A named executive — first / last / title / firm
- A primary-source filing reference (Form 4 accession, DEF 14A page, WARN notice ID)
- An exact transaction or effective date
- An approximate dollar value with derivation notes
- A written situation brief + Claude-generated dossier
- A drafted first-touch outreach anchored on the filing
- Yours to keep — PDF + Excel — whether you subscribe or not
Compliance posture: Every prospect originates from a public SEC filing or state DOL WARN notice — so the reason you're reaching out is auditable by construction. Core Growth AI stays vendor-neutral on supervision; you can route every draft through your existing archiving vendor before it sends. How compliance & supervision works →
FAQ
Why a one-time Brief before subscription?+
The Brief lets you see real Core Growth AI output filtered to your firm before you commit. The fee credits 100% toward your first subscription month if you convert within 90 days, so it's effectively a deposit — not a separate purchase.
What if my team has more than 4 advisors?+
Team includes up to 4 seats at $999/mo. Beyond that, Enterprise opens — contact-sales because we scope SSO, single-tenant deployment, and custom CRM integrations against your stack. Most firms over $5B AUM land here.
What CRMs do you integrate with?+
Wealthbox and Salesforce Financial Services Cloud are both bi-directional (read existing book, push new leads + dossiers + drafted outreach). Other CRMs available in Enterprise via custom integration.
How is this different from Catchlight, WealthFeed, FINNY, or Aidentified?+
Catchlight scores leads you already have. WealthFeed scrapes news + consumer data for wealth signals. FINNY runs a per-seat AI agent on broad household life-events. Aidentified focuses on relationship graphs. Core Growth AI reads SEC filings directly — and pulls state DOL WARN portals — surfacing equity-comp and layoff events 30 to 90 days before the news cycle. We do not compete on breadth; we compete on event precision. See the full side-by-side at /compare.
Can I export the data?+
Yes. Every list view exports to CSV. The Audit deliverable includes a full Excel workbook. The MCP server lets you query the platform from Claude Desktop or Code.