WEALTHAWK - Bringing AI to Wealth Managers. Finally.

Financial advisors need new clients, WEALTHAWK has them. Join the hunt

Platform

Money-in-Motion Events

Qualified Prospects

Total Valuation

B

WEALTHAWK Gives You Game

Get the clients you need faster than ever before for a fraction of the cost

Pricing

Contact

How it works

WEALTHAWK uses AI to find prospects who need your services before they even realize it. Finding events that create wealth and prospects that benefit from those events gives you an unmatched advantage

White Paper Case Study

Detect

Find Money-in-Motion events that produce liquidity

Track

Follow the money to newly wealthy recipients of those liquidity events

Capture

Snare background and lifestyle data as well as mutual connections and affiliations to create a prospect profile

Convert

Close deals with customized outreach based on prospects' personal and financial situations

Team

Leadership

Lori Thiel

CEO

Lori Thiel

Lori has founded and run a publishing company, as well as a San Diego nonprofit that generated opportunities for more than $500M in M&A transactions. As the president of the League of Women Voters, San Diego, she grew the membership-based nonprofit to be the fifth-largest nationwide, with increased donations throughout her tenure to the highest on record. For fun she plays golf, sings in a choir, and takes her dog Calliope on daily walks.

Ethan Lerner

Product

Ethan Lerner

Ethan has an MS in Intelligent Systems, Robotics, and Controls and a BS in Computer Engineering from UCSD. In addition to many freelance projects, Ethan has worked at General Atomics, Amazon, and Tesla as a software engineer. Outside of his academics and career, he enjoys heavy doses of old tv shows and various beach activities.

McClain Thiel

Technology

McClain Thiel

McClain is a UC Berkeley graduate and current Georgia Tech graduate student studying computers and how they learn. He was the top machine learning student at the London School of Economics in the summer of 2019, and has applied his skills in industry as a machine learning, security and software engineer for organizations including the National Institutes of Health, Hulu and Climate.AI. When not in front of a computer he enjoys basketball, chess, fantasy books, and video games.