video1.0<iframe src="https://www.loom.com/embed/4b457f6777b141858c73cb95604cb048" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4b457f6777b141858c73cb95604cb048-8eedbe4fae58b412-full.jpg69.61955PlotBook is a geospatial wealth intelligence platform that flips traditional prospecting on its head. Instead of starting with names, you start with property. In this 60-second walkthrough, watch how wealth managers, financial advisors, and private client professionals can: Zoom into affluent neighborhoods like Preston Hollow, Dallas and explore wealth at the property level Filter the map to instantly isolate estates over $10M (or any value threshold) Click any parcel to reveal its market value and registered owner Run an AI-powered enrichment that scans the web in real time to surface verified identity, employer, and career history Save profiles to your CRM with full wealth intelligence including net worth estimates, income, and direct contact details Built for private wealth advisors, financial planners, insurance agents, nonprofit fundraisers, and B2B teams targeting high-net-worth households, PlotBook turns hours of manual research into a single click. Less time digging through lead lists. More time closing. 👉 Learn more at plotbook.io