Money-in-Motion Signals
When money moves in your market, you’re the first call.
Every week, people in your market sell businesses, retire, inherit, relocate, and marry. ClientGen finds them, tells you what matters to them, and reaches out for you — by email, LinkedIn, even a handwritten note in the mail — so you show up first, every time.
30 minutes · your ZIP codes · with Pete · no obligation
The Window
Your best future client just sold his company. Somebody's going to call him first.
Every week in your market, someone sells a business, retires, inherits, or moves. Each of those moments comes with new money, new questions, and a short window in which they decide who to trust.
Most advisors hear about it months later, over coffee. ClientGen exists so you hear about it while the window is still open — with enough context to make the first call the right one.
Signal Coverage
Eleven life events. One dashboard.
ClientGen turns millions of public sources into ready-to-work signals — refreshed weekly and tagged with the month each event was detected. Most events surface within 90 days of happening, often sooner. We treat that window as a feature: fresh enough to act on, seasoned enough to be sure.
Discover
Search your market for high-potential prospects experiencing money-in-motion events — filtered by location, event type, and estimated net worth. View results as a list, cards, or a map, and save any search to rerun or automate.
Discover, in depthEnrich
Unlock dozens of data points on any contact — identity, career, and modeled wealth estimates — by name, email, or phone. Or bulk-enrich your whole book via CSV and see which clients are quietly in motion.
Enrich, in depth
Monitor
Watch your existing clients and prospects for new life events, so you know when to pick up the phone. Add up to 100 contacts and let the dashboard keep the watch.
Monitor, in depth
Marketing Hub
Launch multi-channel campaigns — email, LinkedIn, handwritten notes, and postcards — that run hands-free. Set a monthly prospect target and Unlock Flows discovers, unlocks, and engages new prospects from your saved searches.
The Marketing Hub, in depth
Handwritten notes
A real note in a real envelope, written and mailed for you. Nobody deletes a handwritten note.
Postcards
Physical mail timed to the life event, not a quarterly calendar.
Sent from a dedicated sub-domain for your practice — your main domain's reputation stays untouched.
Connection requests and follow-up messages as native steps in the same campaign.
Need digital ads too? Targeted display campaigns are available as an a-la-carte add-on through our advertising partner — ask us on a demo call.
See It Running
One minute inside the platform.
A one-minute look at ClientGen. The full product walkthrough series — five screen recordings, under 30 minutes — lives on the How to Use page.
Live on Your Market
See it on your own market.
A ClientGen demo isn't a slide deck — it's a data audit of your own territory.
- You give us two or three ZIP codes.
- We pull the freshest month of life events in those ZIP codes, live on the call.
- You see real signals — labeled as estimates where they're estimates.
- You meet Pete — not an SDR.
30 minutes. If the data isn't there for your market, we'll tell you that too.
Provenance & Posture
Where the data comes from, plainly.
Millions of public sources, checked for accuracy before they reach your dashboard. New event data lands every week and month, tagged by Event Month — most events surface within 90 days of happening, often sooner.
We label estimates as estimates. Net worth and income figures are modeled — you'll see them marked that way in the product, and you should treat them that way in conversation.
Data handling is CCPA and GDPR compliant. SOC 2 Type 2 is in progress. Campaign templates are written compliance-friendly for regulated professionals.
ClientGen, LLC is an independent subsidiary of The Pinnacle Group — a financial-services sales and marketing firm since 2007, partnered with 65+ broker-dealers and representing more than 40,000 financial advisors.
Beyond the Dashboard
Your data. Your segments. Your call.
Custom data feeds
Have your own data stream — a CRM, a niche database, a proprietary list? We merge it with our life-event engine and deliver a private, continuously refreshed feed built for your firm.
Ask about this on a demoSegment deep dives
Physicians in Texas. Owners approaching exit. Executives at pre-IPO companies. Point us at a segment and we deliver the signals ready to work.
Ask about this on a demoDone-for-you prospecting
Rather stay in front of clients than inside a dashboard? Our concierge team runs the searches, works the signals, and hands you warm prospects on a schedule.
Ask about this on a demoFor firms & broker-dealers
Multi-seat deployments with centralized administration and custom feeds — built for firms, OSJs, and institutions.
Ask about this on a demoQuestions, Answered Straight
Frequently asked questions
Where does the data come from?
ClientGen turns millions of public sources into actionable insights, rigorously checked for accuracy. Identity and event data are checked at the source; net worth and income figures are modeled estimates, clearly labeled as such. Data handling is CCPA/GDPR compliant, with SOC 2 Type 2 in progress.
How fresh is the data?
ClientGen identifies money-in-motion events from millions of public sources, most within 90 days of the event happening and often sooner. Every event carries an Event Month tag showing when it was detected, and new data lands every week. We're deliberate about not calling that real-time — for an advisor, the window is what matters: it's the difference between making the first call and reading about it later.
What does it cost?
Pricing depends on your market, the number of seats, and the channels you run — so we walk through it in the first few minutes of a demo call, not at the end. You'll know exactly what it costs before we ever ask you to decide anything.
Is the information I unlock exclusive to me?
Unlocked data is based on your search criteria. If you want full ownership of a high-net-worth money-in-motion event, you can make it exclusive — removing it from the platform so no one else can access it.
What outreach channels are included?
Four channels are live in the Marketing Hub today: email (sent from a dedicated sub-domain for your practice), LinkedIn connection requests and messages, handwritten notes, and postcards. Targeted digital ads are available as an a-la-carte add-on through our advertising partner. We're deliberate about what we ship — if it's on this list, it works today.
What is Unlock Flows?
Unlock Flows is the hands-free mode of the Marketing Hub. Set a monthly prospect target, point it at your saved searches, and ClientGen discovers, unlocks, and engages new prospects automatically — a marketing department, in software.
Can you build a feed from our own data?
Yes. We build custom feeds that combine your proprietary data stream with our life-event engine, and we run on-request deep dives into specific segments. Book a call to scope it.
Do you offer plans for firms and enterprises?
Yes. Multi-seat deployments for firms, OSJs, and institutions are available, including custom data feeds and centralized administration. Book a call and we'll scope it with you.
Can you run it for me?
If you'd rather not run the dashboard yourself, our concierge service does the prospecting for you — searches, signals, and outreach handled by our team. Ask us about it.
Do you offer setup support?
Yes. The dashboard is designed to be self-serve — and our onboarding video series covers every feature — but live setup, onboarding, and managed campaign services are available.