Fig6 monitors financial events, public filings, and business transactions in real time to surface potential clients at the exact moment a conversation can open a meaningful relationship. Investment advisors, M&A advisors, and financial planners — reach the right person before anyone else is looking.
Built for organizations that depend on timely, contextual communication.
Liquidity events, business sales, inheritances, and divorces create moments when the right conversation can open a significant client relationship. By the time most advisors find out about these events through traditional channels, competing firms have already made contact. There is no systematic way to monitor these events at scale and respond quickly with relevant, personalized outreach.
A relevant financial event appears in public records — a business sale closes, a probate filing is made, a liquidity event is announced. Fig6 identifies it within minutes.
Fig6 researches the individual or organization involved — their background, the nature of the event, the financial context — and builds a complete profile without manual work.
The same intelligence that identified the client drafts outreach specific to their situation. Not a template — a message that reflects exactly what changed and why a conversation makes sense right now.
Review the draft, adjust if needed, and approve. Fig6 handles sequencing, follow-up, and reply classification. You focus on the conversations that respond.
A wealth manager monitors business sale transaction filings in their target markets. When a relevant sale closes, Fig6 identifies the seller, researches their financial context, and drafts outreach referencing the specific transaction — reaching them within days of the event before competing firms are looking.
An estate planning attorney monitors probate filings across three counties. When a relevant estate opens, Fig6 identifies the executor, researches the estate context, and drafts a timely, relevant outreach. The attorney reviews and sends — reaching the right person at the moment estate administration begins.
An M&A advisor monitors acquisition announcements and growth signals among mid-market companies in their target sectors. Fig6 surfaces founders at the moment their company enters a phase where a transaction conversation is most relevant — before competing banks have identified the opportunity.
“Fig6 gets investment advisors, estate planners, and M&A advisors to the right conversation at the moment it can be won — before competing firms are even looking.”
Early access is open. Join the waitlist and we will reach out to discuss your specific use case, the signals most relevant to your practice, and the right setup for your organization.
Built for organizations that depend on timely, contextual communication.