AUM Miner decodes the behavioral and financial DNA of your book — then finds the people you don't yet know who look exactly like your best clients. Know who to call. Know what to say. Know who's next.
The intelligence you need to grow AUM has always been hiding in your existing book. AUM Miner decodes it — systematically, at scale.
Every one of your best clients has a profile — a unique combination of wealth signals, behavioral patterns, psychographic traits, and life stage indicators. That profile is their financial DNA.
AUM Miner reads that DNA. It enriches every record in your book with four independent intelligence layers — consumer behavioral signals, real estate data, psychographic segmentation, and SEC insider activity — then identifies the patterns that define who you serve best.
Once we know your Book DNA, we go looking. Not just scoring existing contacts in your CRM — finding people you've never met whose wealth signals, life stage, and behavioral profile match your best clients at every layer. These aren't cold leads. They're warm by design — because they already look like the clients you serve best.
AUM Miner doesn't rely on a single data vendor. Four specialized APIs enrich each client from different angles — then AI synthesizes the signals into a unified intelligence layer.
Every client receives a 0–100 Receptivity Score. Score 70+ means act immediately. The platform doesn't just show you who ranks high — it tells you what to say when you call.
Experian Mosaic USA classifies every American household into one of 71 psychographic lifestyle types across 19 groups — from ultra-wealthy established families to ambitious younger professionals in early wealth-building.
AUM Miner infers each client's Mosaic segment from their behavioral signal combination. Every type comes loaded with a lifestyle description, financial behavior profile, communication preferences, and a CFP Opportunity callout written specifically for that segment.
The result: you walk into every conversation knowing not just their wealth level — but their values, mindset, and the exact language that opens a financial planning dialogue.
AUM Miner is built around two imperatives that every advisor lives — filling the funnel with the right prospects, and never being surprised by a client you should have seen coming.
Annual billing saves 15%. Founding member rates available — contact us for promo codes.
Annual billing saves 15% · Founding member codes available · Contact us →
Book a 15-minute demo. Most advisors go from import to their first enriched insights in under 20 minutes.