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.

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$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
Professional
$199$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
Enterprise
$499$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