Plotbook

What it does

Plotbook is a geospatial wealth intelligence platform that helps wealth managers prospect high-net-worth clients through interactive property maps, AI-powered owner profiling, and verified contact data.

Plotbook helps financial professionals find affluent US property owners with parcel maps, AI owner research, wealth estimates, and contact data.

Skip the spreadsheets. Map affluent neighborhoods, identify property owners, and research estimated wealth ranges and contact information from one place. Traditional prospecting tools provide static lists. Plotbook helps you zero in on geographic pockets of wealth concentration. Eliminate the Google searches. Our AI Search function provides reliable ownership information for Individuals, LLCs, Trusts and other entities. Filter by property value to uncover hidden pockets of HNW prospects. Heatmap overlay highlights wealth concentration in real-time across the US. Our AI analyzes property records, public filings, and market data to estimate net worth with high confidence scores, so you know…from plotbook.io

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