What is your financial advice firm's data worth to AI?
Your financial advice or wealth firm's data could be worth $250K to $1M.
Client reviews, planning notes, suitability write-ups and years of adviser email show how financial advice is given in practice.
Based on a typical US financial advice or wealth firm with 20 staff and 12 years of records. Sell a de-identified copy for AI training: no debt, no equity given up, and your originals stay with you.
- We never see your data
- Usual minimum: 15+ desk staff
- US, UK, Canada and Australia
Estimate for financial advisers
Takes 30 seconds- No debt, no equity given up
- Your originals stay with you
- No broker fee to you
Indicative range. Any offer follows a review of your systems, history and ownership.
Why your records are worth something
Advice firms often keep detailed client files, meeting notes and periodic reviews.
Our licensing partner looks for finance firms from 15 full-time desk staff.
A typical financial advice or wealth firm
20 staff at a desk, 12 years of records, based in the US
$250K to $1M
Firms in the UK, Canada and Australia can apply too.
Records a typical financial advice or wealth firm already keeps
You and our licensing partner agree the exact systems and date ranges in writing before any export. Nothing moves until that scope and the price are signed.
Tools firms like yours often use
Redtail, Salesforce, Microsoft 365. Ask our licensing partner which of your systems it can take; the written scope lists them.
Adviser and client email
Planning reports, meeting notes and file reviews
CRM records of client relationships
Internal compliance and paraplanning workflows
Your originals stay. Names come out of the copy.
You keep your records and systems, your team signs in for the export so no passwords are handed over, personal identifiers are removed or replaced before onward delivery, source records are not published, and there is no broker fee.
- About three monthsOur licensing partner's typical figure from first conversation to payment. Milestones go in the agreement.
- You set the scopeApproved systems and date ranges are listed before export.
- Paid directlyAmount and schedule fixed in writing before export.
- Independent reportingReuters, The Next Web, Legal 500
Straight answers, and where to take the rest
Our regulator requires us to keep records. Does licensing a copy affect that?
Our licensing partner licenses a copy and says your originals stay with you. Whether licensing is compatible with your record-keeping and confidentiality obligations is a question for your compliance adviser.
What happens to account numbers and portfolio details?
Sensitive material is removed and personal identifiers are removed or replaced before onward delivery. Ask for specifics on financial identifiers before you agree scope.
Will clients find out?
Our licensing partner does not publish your source records or sell them as a report about your firm. Whether your client agreements require notice is for your own adviser.
Is this estimate an offer?
No. It is an indicative range. Our licensing partner makes an offer only after reviewing the systems and dates in scope, years of history, record volume and quality, and ownership and access terms.
See what your financial advice or wealth firm's data could be worth
Our licensing partner charges no broker fee, and nothing is exported until you sign.