Visual property search
Browse an interactive map of U.S. parcels to identify areas with higher property values and wealth concentration before narrowing to specific prospects.
Plotbook
Plotbook is a wealth intelligence platform for property-based prospecting, helping advisors find high-net-worth homeowners through interactive maps, owner profiles, and verified contact data. It is aimed at wealth managers, financial advisors, and private banking teams.
About Plotbook
Plotbook is a wealth intelligence platform built for property-based prospecting. It helps financial professionals find high-net-worth homeowners by mapping property values, highlighting wealth concentration, and opening individual owner profiles with estimated net worth and verified contact information.
The product is designed around a visual workflow: users scout a territory, filter by property criteria, and click into specific addresses to see owner intelligence and AI research summaries. The site positions it for wealth managers, advisors, and private banking teams that want to identify prospects from property records rather than from static lead lists.
Core capabilities
AI owner profiling
Click a property to reveal owner intelligence, including estimated net worth, liquid assets, and background context when available.
Entity-aware owner search
Search for ownership information across individuals, LLCs, trusts, and other entities, which helps when the owner is not obvious from the property record.
Verified contact data
Access verified phone numbers and email addresses that are cross-referenced from multiple sources before being shown to the user.
Tiered prospecting plans
Use the pricing-tier limits to fit solo work or team usage, with credits, state coverage, and seat counts varying by plan.
CSV export
Export prospect profiles as CSV on Professional and Enterprise plans for use in external CRMs and follow-up workflows.
Common use cases
Territory-based prospecting
Map an affluent neighborhood, filter for higher-value properties, and identify households that match a target wealth threshold before outreach.
Single-property research
Open a specific address and review the owner profile, estimated wealth, property holdings, and contact data before calling or emailing.
Entity ownership discovery
Use the AI owner search when a property is held through an LLC, trust, or other entity and you need to find the likely owner and contact details.
Pipeline building and handoff
Generate a sample profile or export results to build a call list, enrich a pipeline, or move prospects into an external CRM.
Pros and Cons
Pros
- Uses a property-first workflow that starts with map-based territory scouting instead of name-based lists.
- Combines property data, owner profiling, and verified contact details in one place.
- Includes tiered plans for solo users, active managers, and teams, with CSV exports on higher plans.
- Provides a sample wealth report that shows the depth of profile data, including wealth estimates, property holdings, and AI research summaries.
Cons
- Public pages do not show every operational detail, such as all export formats, API access, or native integrations.
- Pricing is plan-based and includes state limits and credit caps, so access depends on the selected tier.
FAQ
How is Plotbook different from traditional prospecting tools?
Plotbook focuses on a property-first workflow. Instead of starting with a name-based list, users browse a map, identify high-value properties, and then open an owner profile with wealth estimates and verified contact details.
How does the AI Owner Search work?
The site says the AI owner search runs a multi-phase research process that looks across LinkedIn, public records, and professional databases such as Apollo and RocketReach, then cross-references the best matches and adds verified contact information.
Can I export prospect profiles?
The pricing page says CSV exports are included on the Professional and Enterprise plans. Those exports can include prospect profiles with contact information, wealth estimates, and property details.
Does Plotbook offer a free trial?
The pricing page lists a Start Free Trial button for each plan, and the sample report page says the trial is 7 days and does not require a credit card.
What integrations are available?
The published pages do not list a public API, CRM sync, or native integrations. The pricing page only states that CSV exports can be imported into Salesforce, Wealthbox, or another CRM.
Quick Facts
- Category
- Wealth intelligence / prospecting
- Primary users
- Wealth managers, financial advisors, and private banking teams
- Core workflow
- Map properties, filter for wealth concentration, and open owner profiles
- Website
- plotbook.io
- Pricing
- Paid plans with a free trial
- Exports
- CSV exports on Professional and Enterprise
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