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Plotbook — Wealth Intelligence Platform for Property-Based Prospecting

FindHigh-Net-WorthOwnersinyourarea.

Skip the spreadsheets. Visually map prospects, target affluent neighborhoods, and reveal owner net worth and contact information with one click.

Trusted by 500+ wealth managers.

Plotbook shows you wherewealthlives

Traditional prospecting tools provide static lists. Plotbook helps you zero in on geographic pockets of wealth concentration.

Plotbook wealth intelligence interface

Property Asset

1080 Meadow Ln

$12.5M Value

JD

Tech Entrepreneur • 3 Boards

Find hard-to-reach owners

Eliminate the Google searches. Our AI Search function provides reliable ownership information for Individuals, LLCs, Trusts and other entities.

From territory to targetinseconds.

No complex queries. Just point, click, and connect.

Territory Scout

Navigate the map to your target market. Visualize property values and wealth density in real-time.

Wealth Filter

Set your criteria: Property Value > $2M and Owner Occupied status. Watch the map update instantly.

Reveal & Connect

Click any property to unlock the owner's net worth, liquid assets, and verified phone/email.

Trusted by top

wealth advisors 

See how financial professionals are using Plotbook to transform their prospecting workflow.

Transparent Pricing

Start finding wealth today. No hidden fees. Cancel anytime.

MonthlyAnnual (Save 20%)

Starter

$79/ month

billed monthly

For solo advisors and small NGOs.

  • 750 credits / month
  • 1 state included (+$49/mo per add-on)
  • ~10 AI owner searches / mo
  • ~100 map searches / mo
  • ~20 people lookups / mo
  • Email support

Start Free Trial

Professional

$199/ month

billed monthly

For active wealth managers.

  • 2,500 credits / month
  • 2 states included (+$49/mo per add-on)
  • ~40 AI owner searches / mo
  • ~400 map searches / mo
  • ~80 people lookups / mo
  • CSV exports
  • Priority support

Start Free Trial

Enterprise

$499/ month

billed monthly

For teams and wealth management firms.

  • 8,000 credits / month
  • 5 states included (+$49/mo per add-on)
  • ~130 AI owner searches / mo
  • ~1,200 map searches / mo
  • ~250 people lookups / mo
  • Up to 5 team seats
  • Dedicated support

Start Free Trial

Frequently Asked Questions