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The Liquidity Intelligence Platform

Know the moment wealth is created.

LiquidityIQ tells you who just became wealthy, how they became wealthy, how much liquidity is likely available, what they’ll buy next — and exactly when to engage them.

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Live liquidity event stream — illustrative
LOCKUPNovaTech lockup expires in 14 days — 47 employees above $1M vested
FORM 4CFO sold $6.2M in shares yesterday
DISTRIBUTIONMeridian Capital Fund IV distributed $310M to LPs
PROPERTY$28M commercial asset sale recorded — repeat developer
M&A CLOSEAcme Robotics acquired for $400M — 12 named executives
IPO FILEDS-1 filed — liquidity expected within 90 days

Why a new category

Every data platform answers one question. Nobody answers the fifth.

Contact databases, intent platforms, and wealth-research firms each solve a piece. The most valuable moment — the 90 days after a liquidity event — has no owner.

Contact databases“Who are they?”

Static contact and firmographic data. No wealth layer, no timing.

Intent platforms“What are they researching?”

Topic-level intent with no idea whether the researcher can afford to buy.

Wealth research firms“Who is already rich?”

Hand-researched dossiers on a small universe of known UHNWIs. Slow and backward-looking.

LakeB2B LiquidityIQ™“Who just became wealthy — and when do I call?”

Real-time liquidity events, mapped to named people, with engagement timing.

How it works

The five-question intelligence stack

Each layer compounds the one below it. The sequence is the product.

1

Who just became wealthy?

Public liquidity events — filings, deal announcements, registries — resolved to named, reachable people through a graph of 810M+ contacts across 189 countries.

2

How did they become wealthy?

Every event is classified — IPO, exit, RSU vest, property sale, PE distribution — because the wealth source predicts the buyer’s psychology.

3

How much liquidity is available?

Confidence-banded estimates built from filings and deal records — framed around the event, never claimed as personal net worth.

4

What will they buy next?

The Liquidity Journey — advisory, then lifestyle, then legacy — staged in real time by intent signals.

5

When is the best time to engage?

Trigger alerts on lockup expiries, insider filings, and distributions — delivered before competitors know the event happened.

The architecture

Four data assets. One AI engine.

LiquidityIQ combines four assets no single competitor holds, reasoned over by a frontier AI model.

Contact graph

810M+ contacts in 189 countries — turns anonymous events into reachable people.

Company intelligence

Firmographics, funding history, and org charts — models stakes and roles.

Intent signals

Topic-level research behavior — detects which journey stage a prospect is in.

Event monitoring

Filings, registries, and deal news — the real-time trigger layer.

AI Wealth Timing Engine

Powered by Claude Fable 5

Anthropic’s most intelligent frontier model reads, classifies, and reasons over the full event stream — via the Claude API.

  • Reads filings and deal records; extracts who, stake, value, and timing at machine scale
  • Classifies every event and scores confidence — the foundation of the LiquidityIQ Score
  • Places each person in the Advisory, Lifestyle, or Legacy stage from live signals
  • Forecasts upcoming liquidity from hiring surges, funding rounds, and M&A patterns
  • Drafts trigger alerts and personalized first-touch outreach in your brand voice
  • Answers natural-language questions across the entire graph

The product suite

Six ways to put liquidity intelligence to work

Start with a feed or an alert stream; grow into a full decision-support platform.

Feed

LiquidityIQ API

Real-time liquidity event feeds powering your CRMs, marketing platforms, and data products.

Platform

LiquidityIQ Cloud

An enterprise SaaS workspace for prospecting, dashboards, and native CRM sync.

Data

LiquidityIQ Graph

810M+ contacts linked to companies, wealth events, and advisor networks.

Scoring

LiquidityIQ Scores

Dynamic liquidity and engagement-readiness scoring on every prospect, powered by Claude Fable 5.

Alerts

LiquidityIQ Alerts

Lockup, filing, and distribution triggers delivered to your team in real time.

Decision support

LiquidityIQ 360

The full decision-support view of every newly liquid prospect, from event to engagement.

Who it serves

One event stream. Institutions everywhere benefit.

Wherever wealth is created, an institution needs to know first. LiquidityIQ serves them all.

Private banks

A Zurich private bank onboards founders within 30 days of their exit.

Wealth managers

A New York RIA engages executives with $2M+ in verified event liquidity.

Family offices

A Singapore multi-family office spots new formations and co-invest partners.

Private equity firms

A London fund sources newly liquid founders as LPs, sellers, and platform targets.

Luxury real estate

A Dubai brokerage reaches $10M+ realizations at Lifestyle-stage intent.

Luxury brands

A Geneva maison times its outreach to the post-exit celebration window.

Healthcare & longevity

Preventive-health clinics engage recently liquid decision-makers over 40.

Universities & philanthropy

Endowments and foundations identify major-gift prospects at peak capacity.

Premium developers

Resort and smart-city developers reach newly liquid landowners and family offices.

The Liquidity Journey

Liquidity triggers a predictable purchase sequence

Intent signals detect which stage every prospect is in — so each institution engages at its natural moment.

0–90 days

Advisory

Wealth manager · tax advisor · estate lawyer · family office formation

3–18 months

Lifestyle

Luxury real estate · travel · wellness & longevity · aviation & yachts · club memberships

18+ months

Legacy

Foundations · trusts · impact investing · university giving

Stage detection in practice: researching tax exemptions signals the Advisory stage · browsing yacht charters signals Lifestyle · searching donor-advised funds signals Legacy.

Built compliant

Compliance isn’t a constraint. It’s the second moat.

Regulated institutions can’t procure from gray-market list sellers. LiquidityIQ is designed to be the auditable option.

In the product

  • Public-record events only: filings, registries, deal announcements, distributions
  • Event-based liquidity estimates — never claimed personal net worth
  • GDPR, CCPA, and India DPDP-aligned processing with full audit trails
  • Documented lawful basis and suppression lists for every record

Designed out

  • No inheritance, divorce, insurance, or settlement profiling
  • No inferred health, stress, or other protected-category signals
  • No scraped private data or gray-market list sources
  • No person-level wealth claims on private individuals

Public-record events alone cover the overwhelming majority of the addressable market — with none of the regulatory exposure.

Get started

Own the moment wealth is created.

See LiquidityIQ on your market: a live walkthrough of the event stream, scoring, and alerts for your institution’s territory and thresholds.

Request a demo