Sales intelligence pipeline.

The sales team needed sharper prospect context than any off-the-shelf enrichment platform could give them. Their market has deeply layered account structure: parent firm, legal RIA or broker-dealer, brand, branch, wealth team, then the individual advisor or registered representative.

Getting that hierarchy wrong changes the sales conversation. A rep might sell under a small wealth-team brand while the regulator record points to a giant parent firm. Generic enrichment tools flatten that into one company field, which creates bad prep, wrong assumptions, and weak outreach.

The right answer lived across specialized databases, regulatory filings, LinkedIn, public registry pages, and client workflow data. I built the layer that resolved, reconciled, and compressed those signals into a profile reps could trust before a meeting.

type AdvisorProfile = {
  bio: string
  yearsOfIndustryExperience: number
  wealthTeam: {
    name: string | null
    website: string | null
    advisorCount: number | null
    address: string | null
    aum: number | null
    clientCount: number | null
  }
  currentFirm: FirmProfile
  parentFirm: FirmProfile | null
  currentFirmCrd: string | null
  persona:
    | "Experienced Solo Advisor"
    | "Growing Solo Advisor"
    | "Growing Team Investigator"
    | "Large Team Investigator"
}