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Est. 2026The front page of wealth managementNew York

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Catchlight

AI lead-scoring and prospect-profile tool for wealth, banking and insurance firms.

Prospecting

catchlight.ai

Catchlight scores leads on their likelihood of becoming clients and builds prospect profiles automatically. The company says it connects to CRMs, including a Salesforce app.

A 2022 press release said Catchlight was created inside Fidelity Labs, Fidelity Investments' software incubator, and lists Catchlight Insights LLC in Boston. The company's current ownership is not stated on its site.

What it does

  • Lead scoring
  • Prospect profiles
  • Data enrichment
  • CRM integrations

Works with

Integrations

As listed by Catchlight.

Coverage

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