Plotbook
99% US Parcel Coverage

Find High-Net-Worth Owners in your area.

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

Start Wealth SearchSee a $15M Owner Profile

Trusted by 500+ wealth managers

Plotbook map interface showing property parcels
12 Ocean Dr, Montecito, CA

Primary Residence

12 Ocean Dr.

Owner

Jonathan Doe

Hidden Name

Est. Net Worth

$15M - $25M

$XX - $XXM

Mobile Phone

310-555-0192

XXX-XXX-XXXX

Trusted Data Sources

Apollo
RocketReach
Regrid
Exa
Mapbox
Gemini

Plotbook shows you where wealth lives

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
James Dalton
Tech Entrepreneur • 3 Boards
Net Worth
$85M+
Liquid Assets
$12M
(415) 555-0192
j.dalton@gmail.com

Find hard-to-reach owners

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

Visual Wealth Search

Property-first prospecting

Filter by property value to uncover hidden pockets of HNW prospects. Heatmap overlay highlights wealth concentration in real-time.

Parcel BoundariesValue FiltersHeatmap View
Explore Map
99% US parcel coverage

AI Wealth Scoring

Our AI analyzes property records, public filings, and market data to estimate net worth with high confidence scores.

92/100
HIGH
Property
$4.2M
Liquid
$8.5M
Portfolio
3 props

Verified Contacts

Unlock verified phone numbers within seconds, cross-referenced from Apollo, RocketReach, and LinkedIn.

JD
Jonathan Doe
CEO, Acme Ventures
VERIFIED
+1 (310) 555-0123
j.doe@acme.com

From territory to target
in seconds.

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.

plotbook.io/ai-search
Palm Beach FL map view
Palm Beach, FL...

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.

  • 500 map searches/mo
  • 10 AI Owner Searches/mo
  • 100 People Search results/mo
  • 25 profile enrichments/mo
  • 50 saved profiles
  • Email support
Start Free Trial
Popular

Professional

$199/ month

billed monthly

For active wealth managers.

  • Unlimited map searches
  • 50 AI Owner Searches/mo
  • 500 People Search results/mo
  • 100 profile enrichments/mo
  • 500 saved profiles
  • CSV exports
  • Priority support
Start Free Trial

Enterprise

$499/ month

billed monthly

For teams and wealth management firms.

  • Unlimited map searches
  • 200 AI Owner Searches/mo
  • 2,000 People Search results/mo
  • 500 profile enrichments/mo
  • Unlimited saved profiles
  • Up to 5 team seats
  • API access
  • Dedicated support
Contact Sales

Frequently Asked Questions

Traditional tools start with names and give you flat lists. Plotbook takes a property-first approach — you visually identify wealthy neighborhoods on a map, click on high-value properties, and discover the owners. This matches how field advisors actually think about prospecting.
Our next-gen AI agent runs a multi-phase research pipeline: it searches LinkedIn, public records, and professional databases (Apollo, RocketReach) simultaneously, then enriches the best matches with verified contact details. The agent reasons through each step, cross-references sources, and delivers a complete profile with confidence scores — all in seconds.
Property data comes from Regrid, covering 99% of US parcels with assessed values, ownership records, and parcel boundaries. Owner profiles are built by our AI agent which searches across 8+ data sources including LinkedIn, Apollo, RocketReach, and public records databases.
Our AI agent cross-references multiple sources in real-time and only returns verified contact data. We use enrichment APIs from Apollo and RocketReach to validate emails and phone numbers. Most profiles include direct mobile numbers and personal emails with high deliverability.
Yes, CSV exports are included in Professional and Enterprise plans. You can export full prospect profiles including contact info, wealth estimates, and property details for import into Salesforce, Wealthbox, or any CRM.