Every week, people in your market sell businesses, retire, inherit, relocate, and marry. ClientGen's 360° Solution finds them, tells you what matters to them, and puts your outreach on autopilot — so you show up first, every time.
BUILT FOR FINANCIAL ADVISORS · INSURANCE AGENTS · TAX PROFESSIONALS
From the first signal to a signed client, each stage feeds the next — so no opportunity slips through.
Search your market for high-potential prospects experiencing money-in-motion events — filtered by location, event type, and net worth.
Learn more →Unlock dozens of verified data points on any contact — by name, email, or phone — or bulk-enrich your whole book via CSV.
Learn more →Watch your existing clients and prospects for new life events, so you know exactly when to pick up the phone.
Learn more →Launch compliant multi-channel campaigns — email, LinkedIn, and targeted ads — that run hands-free from the Marketing Hub.
Learn more →ClientGen turns millions of public sources into verified, compliance-ready signals — refreshed weekly and tagged with the month each event was detected. Most events surface within 90 days of happening, often sooner.
The dashboard is just the start. ClientGen builds custom intelligence for firms that want signals no one else has.
Have your own data stream — a CRM, a niche database, a proprietary list? We build custom feeds that merge your data with our life-event engine, delivering a private, continuously refreshed pipeline built exclusively for your firm.
Need to go deeper on a specific market — physicians in Texas, business owners approaching exit, executives at pre-IPO companies? Our team runs on-request deep dives into any segment and delivers the signals ready to work.
Our onboarding series walks you through every tool — Discover, Enrich, Monitor, the Marketing Hub, and campaign building — in under 30 minutes total.
Run your first location-based search and unlock detailed prospect profiles in minutes.
Bulk-upload your contacts and instantly layer in financial data and life-event insights.
Build campaigns and let UnlockFlows discover and engage new prospects hands-free.
ClientGen uses advanced AI and data analytics to help financial advisors and insurance agents find and engage high-quality prospects experiencing money-in-motion. Discover, Enrich, Monitor, and Engage work together as a complete client-acquisition system.
Financial services professionals — financial advisors, insurance agents, and tax advisors — who want to grow their book of business through organic growth. Enterprise options are available for firms and institutions.
ClientGen turns millions of public sources into verified insights. Every data point is CCPA/GDPR compliant, SOC2 Type 2 (in progress), and rigorously checked for accuracy.
The platform is refreshed with new event data every week and month. Each event carries an "Event Month" tag showing when it was detected — most within 90 days of happening, often earlier.
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.
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.
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.