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AI lead conversion and advisor growth platform.

Pricing

From $2,500 / yr

Founded

2021

Team size

11-50 employees

Headquarters

New York, NY

At a glance

Pricing model

Tiered plans

Integrates with

SalesforceSnappy KrakenWealthboxRedtailAPI

About Catchlight

Catchlight is an organic-growth and prospect-intelligence platform for financial-services firms. It enriches lead data and produces a predictive 'Catchlight score' from thousands of data points to identify best-fit prospects, then supports segmentation, AI-generated prospecting outreach and CRM (e.g. Salesforce) integration. It is aimed at wealth-management firms, RIAs, banks and insurers focused on AUM and client growth.

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

The vendor hasn’t added security or compliance details yet.

Pricing

Commercial model

Pricing model: Tiered plans

Free trial: No

Free plan: No

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Company-size fit has not been specified yet.

Buyer Fit & Positioning

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections