Catchlight
Stage 2 — Get fasterAI prospect intelligence built specifically for advisors — turns raw inbound leads into ranked, enriched, ready-to-contact opportunities. The Stage 2 default for organic-growth firms.
Best for
- Triaging inbound leads from your website, referral partners, or social — Catchlight scores each prospect against likely-to-convert models and tells you who to call first
- Pre-call research at scale: 2,000+ data points per prospect (age, likely investment goals, interests, household financial signals) without spending 20 minutes Googling each one
- Segmenting your lead list for targeted outreach: 'show me prospects in tech, age 45-55, with likely $5M+ investable assets' — generates the segment + outreach copy in one flow
- Firms running organic growth (vs. paid acquisition) that need to make the most of every lead because they can't afford to skip one — Catchlight is the highest-leverage Stage 2 tool for solo and small-RIA shops
Avoid
- Paid acquisition where you're flooded with low-intent leads — Catchlight is for ranking and enriching, not for sourcing
- Cold outbound prospecting — Catchlight is built for inbound or referral leads where you already have a name/email; for pure cold prospecting use a sales-tech tool like ZoomInfo or Apollo
- Firms that already have a strong CRM + segmentation discipline — if you're routinely tagging leads with wealth signals manually, Catchlight is incremental; the value is highest for firms whose lead list is unsegmented
Shortcuts
- Lead Insights for segmentation is the under-used feature — even if you don't lean on the scoring, the segmentation interface alone justifies the price for most growth-stage RIAs
- AI-generated outreach copy is decent but generic — use it as the first draft, then layer your firm's voice via Claude or ChatGPT before sending. Don't ship the raw output.
- Catchlight was incubated in Fidelity Labs — the data signals lean toward HNW / advisory-eligible prospects (vs. mass-market consumer signals), which is the right bias for advisory firms
- Integrate with your CRM (Wealthbox, Salesforce, Redtail) so Catchlight Score lives on the contact record — every team member sees the priority signal during a CRM hand-off
Model variants
Catchlight runs proprietary scoring + enrichment models trained on advisor-specific conversion data. You don't pick a model — the differentiator is the data quality and the FA-tuned conversion-likelihood predictions, not raw model capability.
Compliance gotchas
- Prospect data Catchlight returns includes inferred financial signals (likely assets, investment interests) — treat these as planning hypotheses, not verified facts; never reference them directly to the prospect (which can come across as creepy).
- Catchlight's Fidelity Labs lineage means the platform is compliance-aware, but verify the data-handling and prospect-consent posture against your firm's IT/compliance review — particularly relevant if your firm operates in a strict privacy-jurisdiction state (California, etc.).
- The AI-generated outreach copy is suggestive content — your firm's marketing-review process applies before sending. Don't auto-send Catchlight copy to client-facing email channels without a review gate.
- Lead-scoring outputs are predictions, not certainty — don't auto-route the lowest-scored leads to /dev/null; sample-check periodically to validate the model's prediction quality on your specific lead profile.
Compliance posture
- SOC 2
- Verify with vendor
- Zero retention
- Verify with vendor
- SSO
- Verify with vendor
- SCIM
- Verify with vendor
- HIPAA BAA
- Verify with vendor
- Data residency
- Verify with vendor
Incubated in Fidelity Labs (compliance-aware lineage) but Catchlight does not publish detailed posture publicly. Request SOC 2 report + DPA + prospect-data handling terms directly. Especially relevant in strict-privacy states (CA, etc.) given inferred-financial-signal data.
Editorial data — verify against the vendor's live trust page before relying. Last verified 2026-05-29. Full posture matrix →
Pricing
Annual licenses starting at $1,999/yr (for smaller firms). Pricing scales with firm size — enterprise quotes available for multi-advisor RIAs. No public per-user breakdown; contact Catchlight for a quote based on prospect volume and team size. Annual structure typical for the prospect-intelligence category. Free demo + pilot recommended to validate scoring quality against your historical conversion data.