Equity Liquidity Intelligence™ reads SEC filings, identifies executives approaching major liquidity events, prioritizes your highest-value opportunities, and helps your firm turn them into qualified discovery meetings with AI-powered outreach and follow-up.
Trusted By
Independent AdvisorsRIAsFamily OfficesExecutive Wealth AdvisorsEquity Comp SpecialistsBusiness Exit AdvisorsLive Platform Preview
Priority Queue
Today's highest-priority executive opportunities
Upcoming stock vesting events and 10b5-1 windows
Recent insider sales and Rule 144 activity
Priority scores and suggested outreach — every recommendation linked to its SEC filing
Because every recommendation should be explainable.
Overview
▶ 55-Second Platform Overview
In the next five minutes you'll discover:
The Problem
Think about how most advisory firms find new affluent clients.
By the time an opportunity becomes obvious, every advisor in town is pursuing the same prospect.
That's expensive. It's crowded. And it's reactive.
Where advisors look today
By then, the opportunity is already obvious — and everyone else already knows.
The Shift
Executives don't wake up one morning with millions of dollars. Liquidity events happen months before the money changes hands.
RSUs Vest
Restricted stock schedules fire on a calendar.
10b5-1 Plans Mature
Trading plans open pre-scheduled sale windows.
IPO Lockups Expire
180-day quiet periods release insider shares.
Insider Transactions Filed
Form 4s disclose sales within two business days.
RSU Grant
T-0
Vesting Cliff
T+12mo
10b5-1 Filed
T+14mo
Liquidity Event
T+18mo
SEC documents tell the story. Most advisors simply never read them.
Core Growth AI does.
Introducing
Filing-first wealth intelligence for financial advisors.
Every day, the platform continuously reads SEC filings, finds executives approaching liquidity events, scores each opportunity, ranks them for your practice, and prepares personalized outreach.
You start every morning with the highest-value opportunities already waiting.
How It Works
The platform monitors SEC filings continuously — RSU vesting, executive compensation, insider transactions, 10b5-1 plans, IPO lockups, Rule 144 sales, company events.
Nothing manual. Nothing to search.
Our scoring engine ranks opportunities by estimated liquidity, geography, industry, company, timing, and relationship potential.
You focus on what matters most.
Drafted email outreach, research summaries, meeting prep, prospect intelligence, and talking points — every claim backed by filing data.
Nothing fabricated.
Add the Client Acquisition Engine for AI follow-up, appointment booking, CRM automation, email nurture, SMS reminders, and educational content.
A complete acquisition system.
Two Ways to Grow
Ideal for firms wanting better opportunities.
Ideal for firms wanting predictable growth. We build the entire acquisition machine around your practice.
Why This Is Different
Traditional Prospecting
Core Growth AI
Completely different game.
The Liquidity Brief
We'll manually prepare your first Equity Liquidity Brief. Inside you'll receive a ranked, filing-referenced snapshot of the executive opportunities most relevant to your practice.
Request Your Brief
Delivered within 48 hours. No obligation.
Who This Is For
FAQ
Core Growth AI is filing-first: every recommendation is grounded in a specific SEC document and explainable end-to-end. We score, prioritize, and prepare outreach — and can optionally run the acquisition engine that converts opportunities into meetings.
100% from public SEC filings — Form 4s, Form 144s, 10b5-1 plan disclosures, S-1/S-8 filings, proxy statements, and related company disclosures. Nothing scraped from private sources.
Continuously ingested. Insider transactions (Form 4) are typically filed within two business days and available in the brief within minutes of publication.
Yes. Opportunities can be pushed into Wealthbox, Redtail, Salesforce, HubSpot, and other major CRMs via native integrations or webhook.
Yes. All AI-drafted messaging is reviewable, editable, and can require compliance approval before send. Full audit trail included.
Yes. Equity Liquidity Intelligence™ stands alone. You keep your existing prospecting process and use the brief as your daily starting point.
Yes. Firms often start with the platform and layer on the full acquisition engine once they've seen the quality of the opportunities being surfaced.
The Final Word
Know which executives are approaching life-changing liquidity events before your competitors do. See the data. Understand the opportunity. Decide who deserves your attention.