Private wealth prospect intelligence

The intelligence engine for private wealth advisors in tech hubs.

Find potential UHNW clients at high-growth startups that are approaching a liquidity event. Origin connects public career and financial signals to explainable equity and liquidity scenarios, then ranks prospects for your bank.

Open app See how it works

Demo workspace · modeled estimates · no sign-in required

Built on public signals from

Funding-round dataPay benchmarksCompany filingsProfessional dataFinancial newsTender-offer reports
1,500scenarios modeled per prospect, varying pay level, grant sizing, refresh grants and share price.
P10–P90A range on every estimate, with a confidence tag and the assumptions behind it.
14fictional sample prospects to try, or upload your own data.
Product

From public signal to advisor-ready shortlist.

Four steps, one workspace. Every number links back to a source and an assumption you can inspect.

01 / Discover

Follow the wealth signals before the headline.

Origin watches financial news, SEC filings, secondary markets and GTM data so you see who sits on rising equity, before the IPO calendar does.

  • Company events: rounds, tenders, IPO filings and lockups
  • Career signals: role, level and tenure from professional data
  • Pulled from professional-data and wealth-prospecting sources
Explore prospects
Signal feedLive sources
◈
A high-growth startup prices a new funding roundPrimary round · May 2026
Rounds
↗
Employee tender offer completedLiquidity window · Aug 2026
Press
⌁
Nasdaq listing reportedly targeted for Oct 2026Confidential S-1 submitted · Jun 2026
SEC · news
◐
Principal-level hire with 5+ years' tenureCareer signal · professional data
Profile
02 / Model

Estimate equity with assumptions you can see.

Role, level, tenure, vesting schedules and the latest secondary-market price become an after-tax range of equity, not a single confident guess.

  • Pay-level bands from public compensation data
  • Company-specific vesting (including 40/30/20/10), cliffs and refresh grants
  • Prices from funding rounds, at hire and today
  • Tender offers plus federal, state and local taxes
Read the methodology
Equity modelPrincipal engineer · 5.0 yrs
1Pay-level band$548K–$930K / yr
2Vesting & refresh grants4 yrs · no cliff
3Share price range$688–$955
4Tenders & tax (CA)52.65% ordinary
Est. net equity, after tax$11M
Confidence Medium
P10 $6.3MP90 $17M
03 / Prioritize

Rank by expected liquidity, then by fit.

Set your bank's minimum onboarding threshold and sort the shortlist by estimated equity, tenure or confidence, so advisors start with the strongest conversations.

  • Minimum net-equity threshold from $1M to $50M+
  • Search by name, company, title or team
  • Confidence and data-quality flags on every card
Open the shortlist
ShortlistSorted by net equity
Min. $10MFrontier lab AFrontier lab B
PB
Prospect BResearch scientist
$51MLow
PD
Prospect DPrincipal researcher
$30MLow
PA
Prospect APrincipal engineer
$14MMedium
PC
Prospect CPrincipal engineer
$7.6MMedium
04 / Act

Know the liquidity path before the first hello.

Tender windows, double-trigger settlement and lockups decide when paper equity becomes cash. Origin shows the likely path so outreach lands at the right moment.

  • Single- vs double-trigger structure per company
  • Tender history and reported per-person caps
  • Tax due at vest or settlement, shown after-tax
See a prospect profile
Liquidity pathDouble-trigger RSUs
✓
Time-vested units accrue4-year schedule, 1-year cliff, monthly thereafter
✓
Company tender windowApr 2026 · employees tendered less than the program could buy
3
IPO settlementUnits settle at listing; ordinary income tax is due (about 53% marginal in CA)
4
Lockup, then open-market salesTypically 90–180 days after listing (reported)
Start a conversation
How it works

One system. Three layers.

Data feeds intelligence. Intelligence drives action. Every conversation sharpens the next shortlist.

◈

Data

Public filings, news, secondary-market prices and professional data, unified per person and company.

  • Company filings
  • Funding-round data
  • Professional data
  • Pay benchmarks
✦

Intelligence

An equity model turns roles, tenure, vesting, tenders, taxes and prices into after-tax ranges with confidence, flags and assumptions.

  • Equity ranges
  • Vesting & tenders
  • Taxes
  • Confidence
↗

Action

Advisors filter by threshold, review the liquidity path and reach out with context, not a cold call.

  • Thresholds
  • Liquidity paths
  • Outreach
Trust

Built for regulated teams.

Private banking needs to explain every number. Origin is designed so advisors, compliance and clients can all follow the reasoning.

⌁

Source-linked

Prices, pay bands and events cite where they came from and when they were retrieved.

◎

Assumptions visible

Level bands, vesting, price range and flags are shown on every card and in a methodology panel.

✳

Advisor in the loop

Estimates prioritize conversations. They never replace client-provided information or advisor judgement.

◐

Privacy-aware

Built around professional data, with room for consent, opt-out and jurisdiction rules in your workflow.

Estimates are modeled from public data and are not verified holdings, income or net worth. Nothing here is investment, tax or legal advice. Origin does not claim third-party security certifications.

Ready when you are

See who is about to have liquidity.

Open the demo workspace and upload your own data or try a small fictional sample with explainable equity estimates.

Open app