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Catchlight
Organic-growth platform that ranks prospects using client insights, with a Salesforce app and a 'Catchlight Connect' lead product. ↗ catchlight.ai
Pricing
Small Firms $2,500/yr. One-time Lead Portfolio Analysis $10,000 (up to 2,000 prospects and clients). Enterprise tier for $5B+ AUM firms.
Integrations
- Redtail
- Wealthbox
- Salesforce
- Practifi
Security & compliance claims
None found We found no security claims on the pages we checked.
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
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