Enrich.
A marketing department, in software — distributed through the App Store, one advisor at a time.
What it does. Type a prospect's name and city. Get a wealth profile in seconds — net worth, income, home value, employer, family, contact info — modeled from public records and licensed third-party data via WealthFeed's Partner API. Optionally generate a one-page PDF report to keep in your CRM.
Who it's for. Licensed US financial advisors — RIAs, broker-dealer registered representatives, state-licensed insurance producers. Gated by professional-use attestation at every search. Not a consumer product. Not for FCRA-covered purposes.
How it ships. iPhone-first via the Apple App Store + web at enrich.clientgen.app. Distributed through The Pinnacle Group's ~42,000-advisor network as the warm-air channel. No enterprise sales motion. No firm-tier rollout. The advisor pays $9.99/mo via Apple IAP, gets three unlocks/month included, and can buy more à la carte.
The 15-slide plan.
Opportunity, market, channel, pricing, unit economics, App Store posture, GTM, asks. The deck is the operating plan.
The deck below is the operating business plan for Enrich Mobile — the per-advisor B2C launch on the Apple App Store. Pricing model is $9.99/mo subscription with 3 unlocks included, $5 single unlock, $150 / 50-pack at $3/unlock. Revenue scenarios use the $0.50 negotiated WealthFeed COGS and the Apple Small Business Program 15% take. Sections III–VI in this room break out the most important pieces (pricing, roadmap, competitive, legal) for partners who prefer to scan rather than page through slides.
Sub-gated entry. Unlocks on top.
$9.99/month buys the door + 3 unlocks. The rest is à la carte.
Unit contribution at $0.50 negotiated WealthFeed COGS. The $9.99 sub under mobile IAP (30% take) delivers $5.49 of contribution before any extra unlock spend; under Apple Small Business Program (15%) it's $6.99. A $5 single unlock yields $3.00 mobile / $4.33 web. A $3 bulk-pack unlock yields $1.60 mobile / $2.40 web.
Blended ARPU. $200 gross per paid advisor per year (sub floor + ~5 extra unlocks/mo, 70/30 mobile/web mix). $120 contribution. 60% margin. Apple Small Business Program enrollment adds ~15 sub margin points until annual IAP proceeds cross $1M.
The unit economics slide in the business plan deck carries the full table. Ask Sage's forecaster for “what if” scenarios on COGS, channel mix, or volume.
Where we are. Where we're going.
Done / Now / Next / Then. Updated weekly during the App-Store-launch sprint.
- WealthFeed Partner API wired
- Internal Enrich beta live (jb.clientgen.app)
- B2C strategy locked
- 6-specialist legal review complete
- Business plan + legal review decks shipped
- Partner working room live (this page)
- 8 hard gates on Enrich launch path
- Outside counsel engagement ($30–50K)
- 9 marketing-claim fixes on clientgen.ai
- Privacy Officer designation
- Cyber + Tech E&O + TCPA-rider insurance
- WealthFeed App Store distribution sign-off
- Apple App Store submission
- First Pinnacle endorsement email wave
- California DROP integration (Aug 1 deadline)
- First case study from a converted advisor
- Day-90 decision gate per strategy doc
- Second Pinnacle wave (only if metrics clear)
- Wealthbox / Redtail / Salesforce integrations
- International expansion (Phase 2)
The category prices for committees. We price for individuals.
Apollo is the playbook we're studying. WealthFeed is the partner who could become the threat. Catchlight is the incumbent locked behind custodian deals.
| Product | Pricing | Distribution | vs. Enrich |
|---|---|---|---|
| WealthFeed (data partner) | From $1,399/yr + credits | Direct sales · self-serve web | Same data; we win on mobile + per-unlock entry |
| Apollo.io | $0–$149/user/mo + credits | B2C IAP / freemium | Closest playbook for distribution · no wealth depth |
| ZoomInfo | $15K–$60K/yr | Enterprise sales | Not advisor-specific |
| Catchlight (Fidelity Labs) | Enterprise / custom | Top-down via custodian | Locked behind custodian deals |
| Lusha | $0–$159/user/mo · credits | Self-serve web + Chrome ext | LinkedIn-data heavy, not wealth |
| RocketReach | $60–$249/mo · credits | Self-serve web | General B2B, not wealth |
| SmartAsset AMP | ~$200–$300 per validated lead | Marketplace | Different model · 50–100× our price |
The real threat is WealthFeed itself. Our data partner could launch its own per-unlock mobile app and end the bet. Mitigation: the Partner Agreement, our mobile + UX layer (which WealthFeed has not historically built), and the Pinnacle distribution moat.
The structural advantage. Enrich is the first per-unlock wealth-intelligence app on the App Store with credentialed-professional gating. Apollo is the playbook for distribution; we bring wealth depth + Pinnacle's warm-air channel. Every minute we wait, the comparator narrows.
Eight hard gates. Sixty days.
The legal review is complete. The work to clear it is sequenced. Outside counsel scope: $30–50K.
Six specialist legal reviews — App Store, state privacy + data broker, financial services regulatory, TCPA/DNC, marketing law, documentation architecture — ran in parallel against the Enrich launch. The synthesis is below. The full Safe Launch Plan, Marketing Claims Audit, and Counsel Escalation Brief live in the source repository. Ask Sage's legal specialist for state on any of these in conversation.
Sage knows this room.
Ask anything substantive about the business — strategy, the product suite, pricing, market, competitive, finance, legal, scenarios. Sage answers in brief, calls one of six specialist sub-agents when the question deserves real depth, and logs every conversation as a tracked issue for Pete.
What Sage can do. Answer questions about Enrich grounded in the strategy doc, the business plan deck, and the legal review. Consult any of six specialist sub-agents (market, competitive, forecaster, finance, product, legal) when the question deserves depth. Change the room's theme color or rewrite copy when asked. Point you at the right section.
What Sage won't do. Speculate on cap table, equity allocation, raise size, Pinnacle's economic terms, or advisor compensation specifics — those route to Pete. Invent numbers. Describe Enrich data as “verified” (it's modeled, not verified). Give legal, tax, investment, or medical advice (the legal specialist reports state, not advice). Apply edits permanently for anyone other than Pete — edits queue.
Open the panel in the lower-right to start.