What Catchlight does

Catchlight is a Boston-based AI software company that provides lead enrichment, predictive lead scoring, and prospecting automation purpose-built for financial advisors. Founded in 2020 and incubated within Fidelity Labs, the company launched its commercial Catchlight Organic Growth Platform in 2022, serving wealth management RIAs, banks, and insurance firms with AI models trained on more than 100,000 historical advisor lead-to-client conversions. The platform analyzes approximately 2,000 data points per prospect to generate the proprietary Catchlight Score (a conversion-likelihood prediction), a Projected Client Revenue estimate, personalized prospecting emails, and engagement recommendations, drawing on a data asset spanning tens of millions of investor leads representing $12.7 trillion in estimated investable assets.

Underlying technology combines predictive analytics, generative AI for personalized email content, and a recommendation engine for content and engagement strategy. Native two-way integrations with Salesforce, Redtail, Wealthbox, Snappy Kraken, and FMG embed Catchlight within advisor CRMs and marketing automation tools, and the company holds SOC 2 Type II certification. Generative AI email capability was added in April 2023, and a 2026 strategic partnership with Financial Seminar Services extends distribution into seminar-marketing funnels.

Catchlight operates a tiered revenue model: a $2,500/year Small Firms Plan (500 enriched profiles, AI scoring, generative emails), custom enterprise pricing (multi-year contracts with API/Salesforce access, dedicated support, and custom programming), and a $10,000 one-time Lead Portfolio Analysis for firms with $5B+ AUM. Distribution combines direct enterprise field sales, inside sales for the mid-market, and a product-led analysis as a top-of-funnel entry point. The company serves hundreds of firms, with named customers including Mariner Wealth Advisors, Carson Group/Carson Wealth, Sequoia Financial Group, Mercer Advisors, First Commonwealth Bank, and Fidelity Investments, and is led by CEO Wilbur Swan and CPO Yelena Melamed.

Name

Catchlight

Legal name

Catchlight Insights LLC

Website

https://catchlight.ai

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Catchlight is a Boston-based AI software company that provides lead enrichment, predictive scoring, and prospecting automation for wealth management firms, banks, and insurance companies. It analyzes 2,000 data points per prospect using models trained on 100,000+ historical advisor conversions.

Ownership category

akta.pro rank

Product category

Wealth Management Lead Intelligence Software

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Lead Generation & List Building Services (Prospecting, Data Sourcing) (BPAFAKAE)

Keywords

• Lead scoring software
• Prospect enrichment platform
• Wealth management AI
• Financial advisor analytics
• Customer data platform

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Catchlight for Small Firms Subscription: Annual subscription at $2,500/year for small to mid-sized firms, including 500 enriched profiles, AI-powered lead scoring, lead segmentation, AI-generated prospecting emails, content recommendations, engagement suggestions, analytics, advisor growth program, and integrations.
2. Enterprise Custom Pricing: Custom pricing for large firms with data-driven insights via Salesforce or API, lead prioritization, custom funnel reporting, dedicated support team, custom programming, and custom dashboards.
3. Lead Portfolio Analysis: One-time analysis of up to 2,000 prospects/clients for $10,000, designed for wealth management firms and banks with $5B+ in AUM. Includes data-driven segmentation, AUM growth opportunities identification, and actionable engagement ideas.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Catchlight provides an AI-powered organic growth platform for financial advisors and wealth management firms. The platform enriches prospect profiles using 2,000 data points per lead, predicts conversion likelihood via proprietary scoring, and generates personalized prospecting emails to help advisors prioritize and engage high-fit leads. Offered via annual subscriptions for small firms, custom enterprise contracts, and a one-time Lead Portfolio Analysis engagement.

Product overview

Catchlight offers the Catchlight Organic Growth Platform, a unified AI-powered platform for financial advisors with modular add-ons and integrated solutions. The core platform provides lead enrichment, AI-powered scoring, and actionable insights, available through enterprise custom pricing or a $2,500/year small firms plan. Add-on products include Catchlight for Salesforce (native CRM integration), Lead Portfolio Analysis ($10,000 one-time analysis), and the included Advisor Growth Program. Supporting content resources include the Grow Organically Podcast, RIA Growth Marketing Proficiency Report 2025, Organic Growth Trends Annual Report 2025, and 5 Levers of Growth eBook. The platform analyzes 2,000 data points per lead and is trained on 100,000+ conversions to deliver predictive lead scoring with claims of up to 40% greater accuracy than competition.

Differentiator

Problem solved

Functional benefit

Products and services

• Catchlight Organic Growth Platform AI-powered growth optimization platform that helps financial advisors identify, prioritize, and engage best-fit leads by combining data-rich profiles, lead scoring, and actionable insights to accelerate AUM growth.
• Catchlight for Salesforce Native integration bringing Catchlight's prospect insights and lead scoring directly into Salesforce, enabling advisors and marketing teams to access enriched prospect data and dashboards within their existing CRM workflow.
• Lead Portfolio Analysis One-time $10,000 analysis of up to 2,000 prospects and clients for firms with $5B+ AUM, including data-driven segmentation, AUM growth opportunity identification, and actionable engagement ideas.
• Advisor Growth Program Structured growth program included in small firm subscriptions, starting with a survey/self-assessment and providing guidance across Marketing Foundation, Annual Marketing Plan, Lead Engagement, and Lead Generation.

Quantifiable outcome

• 30% time savings for advisors
• +3 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability5 records

Feature6 records

Partnerships

Four partnerships are on record, tiered core.

• Financial Seminar ServicescoreStrategic or Co-development Partner · 9 April 2026Strategic partnership to provide enhanced data analytics for seminar reservations. Combines seminar marketing expertise with data-rich prospect profiling to enable smarter, data-driven business decisions. Helps advisors identify qualified prospects and improve conversion rates through actionable intelligence on prospect engagement.
• Redtail CRMcoreTechnology or IntegrationCRM integration with Redtail allowing users to add leads directly through Redtail integration and export data. Primary CRM partner mentioned with others on roadmap.
• SalesforcecoreTechnology or IntegrationCatchlight for Salesforce integration providing data-driven insights and enrichment directly within Salesforce for enterprise clients. CRM dashboard integration available.
• Fidelity InvestmentscoreOthersCatchlight was incubated in Fidelity Labs, LLC (Fidelity Investments' in-house software incubator founded in 2005). Fidelity Labs has played a critical role in driving growth and innovation for Fidelity. Catchlight operates as an affiliate company with access to Fidelity business insights methodology.

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Wealthbox CRM: CRM platform widely used by RIAs and wealth managers. While broader in scope than Catchlight, it increasingly competes by adding native lead scoring and workflow automation features.
• HubSpot: Broad marketing automation and CRM platform increasingly used by advisors for inbound marketing and lead nurturing. Provides competing AI-powered lead scoring and content recommendations at a horizontal scale.
• Salesforce (Financial Services Cloud): Dominant enterprise CRM with a Financial Services Cloud vertical offering and embedded Einstein AI for lead scoring. Although broader, it competes for the same enterprise advisor workflows and is also an integration partner.
• Redtail CRM: Established CRM provider for financial advisors. Competes with Catchlight's CRM-embedded experiences and could embed similar AI lead-scoring capabilities into its workflow.
• Broadridge (LTX): Large financial-services technology provider offering advisor productivity, data, and digital tools. Competes indirectly through enterprise-scale data and workflow solutions for wealth managers.

Direct peers

• ActivePipe: AI-powered lead engagement and email automation platform built for real estate and financial advisors. Competes head-to-head with Catchlight's AI-generated prospecting emails and lead prioritization.
• Snappy Kraken: Marketing automation and lead-nurturing platform purpose-built for financial advisors. Directly overlaps with Catchlight in advisor-facing demand generation, content, and engagement automation, and is also an integration partner.
• Vanilla: Marketing automation and personalized client engagement platform for wealth management firms. Directly competes with Catchlight on advisor-focused marketing automation and personalized outreach workflows.
• AdvisorStream: Content marketing and lead-generation platform tailored to financial advisors. Overlaps with Catchlight's content recommendations and advisor-focused demand generation use cases.
• FMG (Financial Media Group): Content marketing and curated content library platform for financial advisors. Competes with Catchlight's content-recommendation and personalization capabilities and is currently an integration partner.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks1 record

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/catchlight-ai
• Xx.com/catchlightai

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Catchlight