Find high-net-worth professionals who match your best clients.
Describe your ideal client. Get 20-50 professionals with the same career trajectory and seniority level.
3 free searches — discover 60-150 matching professionals, no signup required
Then $1 per search
Not sure where to start? Try these.
Your CPA partner sent you two introductions this quarter. Both were excellent fits. But you can't plan AUM growth around hoping someone mentions your name at the right moment. Centers of influence work. They just don't work on a schedule you control.
The advisors growing fastest aren't casting wider nets. They noticed that their best client relationships share a pattern no purchased list captures: the CFO at a private tech company approaching a liquidity event, the physician who built a multi-location practice and outgrew their wirehouse advisor, the business owner whose estate complexity is years ahead of their current planning. Those clients found you through referrals. But there are dozens more who fit the same profile and don't know your practice exists.
Describe the professional trajectory behind your best client relationships. CloneICP finds 20-50 professionals at the same career stage, industry, and company context. Use the results to inform your networking, identify the right COI partners, or build educational outreach to the exact audience that needs your expertise.
Same ideal client. A pipeline you actually control.
What You Get
What You'll Get
Every search returns clear output in under 60 seconds.
20-50 Matched Professionals
People whose career stage, industry, and seniority level match the professional profile of your best clients.
Career Context
Understand each person's role, company type, and career trajectory based on publicly available information.
Why They Match
Specific signals: seniority level, industry vertical, company stage, career trajectory alignment.
CSV Export
Download your list. Use to inform your networking strategy and COI relationship building.
How It Works
Describe Your Target
Tell us who you're looking for in plain language.
AI Finds Matches
We analyze signals and find matching professionals.
Export Results
Up to 50 matches, ready for your enrichment tool.
How This Is Different
Referrals scale with relationships. Relationships start with the right people.
- Center-of-influence networks are limited to your existing professional circle
- Industry events surface whoever attends, not whoever matches your client profile
- LinkedIn prospecting for wealth management feels and looks like spam
- Purchased lead lists include everyone with a title, regardless of financial complexity
- Describe the professional trajectory that correlates with your best client relationships
- Find professionals by career context, not by estimated net worth or financial data
- Inform your networking strategy by understanding where your ideal clients congregate
- All results are publicly available professional information, no financial data
Questions