Talyx delivers 340% pipeline increases and 31% pre-liquidity conversion rates versus 8% post-announcement conversion by adding predictive timing and behavioral calibration to existing wealth advisory data platforms -- two intelligence dimensions that zero of the six incumbent tools (Aidentified, Catchlight, Wealthfeed, FINNY, Tifin, ZoomInfo) provide[1]. The $84 trillion generational wealth transfer creates an accelerating volume of UHNW prospects approaching decision points, and Talyx's 12-24 month forward visibility transforms static contact lists into sequenced, archetype-calibrated engagement pipelines[2].
The wealth advisory intelligence market features six primary platforms — Aidentified, Catchlight, Wealthfeed, FINNY, Tifin, and ZoomInfo — each providing data capabilities that range from professional profiles and company records to wealth events monitoring and relationship mapping. All six solve WHO to call. None solve WHEN to call or WHAT to say. Talyx operates as a completion layer that adds predictive timing intelligence projecting 12–24 months forward and behavioral calibration by UHNW archetype — two capabilities that no incumbent platform offers. Firms managing relationships with the 350,000+ UHNW households controlling multi-generational wealth need more than a contact database; they need intelligence that tells them the precise window to engage and the exact language that resonates with each prospect's decision-making psychology[3]. This comparison examines each platform's capabilities across 12 dimensions and explains why the WHEN and WHAT dimensions represent the competitive gap that determines whether a prospect converts or goes silent.
Talyx does not replace these platforms. Talyx completes them. Every firm in this comparison already has data. What no firm has — until now — is intelligence.
Every incumbent tool in the PWM intelligence space focuses exclusively on data. None provide intelligence. This is not a rhetorical distinction or a marketing angle — it is the structural reality of the market as it exists today.
Data answers a single question: WHO should I contact? It tells you a prospect's name, net worth estimate, company affiliation, property holdings, and perhaps which wealth events they have recently experienced. This is valuable. It is also commoditized. Six platforms now offer overlapping versions of the same WHO answer.
Intelligence answers three questions: WHO, WHEN, and WHAT. It tells you not only that a prospect exists, but that they are approaching a liquidity event within a specific time window and that their behavioral archetype responds to a particular engagement style. The difference between data and intelligence is the difference between knowing someone is wealthy and knowing they will be making a $50M allocation decision in the next nine months — and that they respond to quantitative evidence rather than relationship warmth.
No incumbent platform addresses the WHEN or WHAT dimensions. Aidentified's data quality is excellent — arguably the best in the market. But excellent data without timing and calibration still produces cold outreach. The advisor who calls six months too early gets ignored. The advisor who calls with the wrong tone gets dismissed. Talyx exists to eliminate both failure modes.
Building predictive timing models and behavioral calibration frameworks requires fundamentally different capabilities than building data aggregation platforms. Data platforms ingest public records, professional databases, and consumer signals. Timing intelligence requires forward-looking models trained on liquidity event patterns — PE holding periods averaging 5.4 years, real estate market cycles, executive compensation vesting schedules, and generational transfer timelines[4]. Behavioral calibration requires psychographic modeling at the archetype level. These are not features that data vendors can bolt onto existing architectures. They are separate disciplines.
The following matrix evaluates all seven platforms — six incumbents plus Talyx — across 12 capabilities that define the wealth advisory intelligence landscape. The first nine capabilities represent data dimensions. The final three represent intelligence dimensions.
| Capability | Aidentified | Catchlight | Wealthfeed | FINNY | Tifin | ZoomInfo | Talyx |
|---|---|---|---|---|---|---|---|
| Professional Data | Yes | Yes | Yes | Yes | Yes | Yes | — |
| Company Data | Yes | Yes | Yes | Yes | Yes | Yes | — |
| Enhanced Consumer Data | Yes | No | No | No | No | No | — |
| Relationship Mapping | Yes | No | No | No | No | No | — |
| Wealth & Income Data | Yes | Yes | Yes | Yes | No | No | — |
| Wealth Events Monitoring | Yes | Yes | Yes | No | No | No | — |
| Household Data | Yes | No | No | No | No | No | — |
| Properties & Ownership | Yes | No | No | No | No | No | — |
| Verified Contact Data | Yes | No | No | Yes | Yes | Yes | — |
| Predictive Timing (12–24mo) | No | No | No | No | No | No | Yes |
| Behavioral Profiling | No | No | No | No | No | No | Yes |
| Archetype Calibration | No | No | No | No | No | No | Yes |
Key Observations:
This matrix reveals the market's structural gap. The data dimension is solved. The intelligence dimension is entirely unaddressed — except by Talyx.
Aidentified is the most comprehensive data platform serving the wealth advisory market. It covers all nine data capabilities in the comparison matrix: professional data, company data, enhanced consumer data, relationship mapping, wealth and income data, wealth events monitoring, household data, properties and ownership, and verified contact data. No other incumbent matches this breadth.
Strengths. Aidentified's relationship mapping is unique among data tools. It shows not just who a prospect is, but who they know — enabling warm introduction strategies that bypass cold outreach. Its enhanced consumer data and household data provide lifestyle context that other platforms lack. For advisors who need to understand the full profile of a prospect, Aidentified delivers the most complete picture.
What Aidentified Lacks. Aidentified does not offer predictive timing, behavioral profiling, or archetype calibration. It tells you that a prospect experienced a wealth event last quarter. It does not tell you that a prospect will experience a liquidity event in the next 12 months. It shows you who to call. It does not tell you when that call will land or what language to use when it does.
Talyx Positioning: The Layer Aidentified Cannot Build. Aidentified is a data ingestion and aggregation platform. Predictive timing requires forward-looking models built on event-pattern recognition. Behavioral calibration requires psychographic modeling at the archetype level. These are not extensions of data aggregation — they are distinct disciplines. Talyx completes what Aidentified started by adding the two dimensions that transform data into intelligence. The combination of Aidentified's WHO with Talyx's WHEN and WHAT gives advisors the full three-dimensional view that neither platform provides alone.
Catchlight provides professional data, company data, wealth and income data, and wealth events monitoring. It covers 4 of the 9 data capabilities and none of the 3 intelligence capabilities.
Strengths. Catchlight's event monitoring surfaces real-time wealth signals — IPOs, M&A transactions, funding rounds, executive transitions — that indicate a prospect may be in motion. For firms focused on timely outreach triggered by public events, Catchlight delivers actionable signals.
What Catchlight Lacks. Catchlight is missing relationship mapping, enhanced consumer data, household data, properties and ownership, and verified contact data. More critically, its event monitoring is reactive: it alerts advisors after events occur. Reactive monitoring means advisors are competing with every other advisor who received the same alert on the same day.
Talyx Positioning: The Layer Your Data Provider Cannot Build. Reactive event monitoring tells you what happened yesterday. Talyx's predictive timing tells you what will happen in the next 12–24 months. The advisor who reaches a prospect before a liquidity event faces no competition. The advisor who reaches them after faces every competitor. Talyx transforms Catchlight's reactive signals into forward-looking intelligence.
Wealthfeed's capability profile closely mirrors Catchlight's: professional data, company data, wealth and income data, and wealth events monitoring. It covers the same 4 of 9 data capabilities and none of the 3 intelligence capabilities.
Strengths. Wealthfeed provides wealth signal data that helps advisors identify prospects with recent liquidity events or wealth accumulation patterns. Its data feeds are designed for integration into existing CRM and workflow systems.
What Wealthfeed Lacks. The same capabilities missing from Catchlight — relationship mapping, consumer data, household data, properties and ownership, and verified contacts — are absent from Wealthfeed. And like Catchlight, its event data is retrospective rather than predictive.
Talyx Positioning: Completion Layer for Timing and Calibration. Wealthfeed tells you who experienced a wealth event. Talyx tells you who will experience one — and how to engage them when they do. The combination converts retrospective data into forward-looking intelligence.
FINNY provides professional data, company data, wealth and income data, and verified contact data. It covers 4 of 9 data capabilities, with a different emphasis than Catchlight or Wealthfeed: verified contacts rather than event monitoring.
Strengths. FINNY's verified contact data ensures that advisors reach real people at real numbers. For firms whose primary challenge is contact accuracy rather than prospect identification, FINNY solves a genuine pain point.
What FINNY Lacks. FINNY does not offer wealth events monitoring, relationship mapping, enhanced consumer data, household data, or properties and ownership. It tells you who a prospect is and how to reach them. It does not tell you what is happening in their financial life.
Talyx Positioning: Data Tells You Who. Intelligence Tells You When and What. FINNY provides the WHO and the HOW-TO-REACH. Talyx provides the WHEN and the WHAT. Together, they give advisors the full stack: accurate contact data, precise timing windows, and calibrated messaging. Separately, each solves only part of the problem.
Tifin's capability profile in the prospecting intelligence context mirrors FINNY's: professional data, company data, and verified contact data. It covers 3 of 9 data capabilities and none of the 3 intelligence capabilities.
Strengths. Tifin has built a broader financial technology ecosystem that includes investment analytics, client engagement tools, and AI-driven portfolio recommendations. For firms already in the Tifin ecosystem, its prospecting data integrates with a wider set of workflows.
What Tifin Lacks. In the prospecting intelligence context specifically, Tifin is missing wealth events monitoring, relationship mapping, enhanced consumer data, household data, wealth and income data, and properties and ownership. Its prospecting data is narrower than Aidentified's or even Catchlight's.
Talyx Positioning: Data Tells You Who. Intelligence Tells You When and What. The same positioning applies as with FINNY. Tifin provides contact-level data. Talyx provides the timing and calibration intelligence that transforms contact data into conversion-ready outreach.
ZoomInfo is the largest B2B data platform in the market, providing professional data, company data, and verified contact data. It covers 3 of 9 data capabilities relevant to wealth advisory and none of the 3 intelligence capabilities.
Strengths. ZoomInfo's professional and company data is unmatched in scale. Its verified contact database covers millions of executives. For B2B sales teams, it is the industry standard.
What ZoomInfo Lacks. ZoomInfo was built for B2B sales, not UHNW wealth management. It does not provide wealth events monitoring, relationship mapping, enhanced consumer data, household data, wealth and income data, or properties and ownership data. It can tell you that someone is a CFO at a $500M company. It cannot tell you their estimated net worth, their property holdings, or whether they recently experienced a liquidity event.
Talyx Positioning: B2B Data Was Not Built for UHNW Prospecting. ZoomInfo solves WHO for B2B sales teams. It was never designed to solve WHO for wealth advisors targeting $25M+ households — and it certainly was not designed to solve WHEN or WHAT. Firms using ZoomInfo for wealth advisory prospecting are using a screwdriver as a hammer. Talyx is purpose-built for the UHNW intelligence problem.
Different firm categories face different competitive dynamics, different incumbent tool adoption patterns, and different Talyx value propositions. The following matrix maps Talyx's lead message to each firm category.
| Category | Representative Firms | Typical Incumbent | Talyx Lead Message |
|---|---|---|---|
| Wirehouses | Morgan Stanley, Merrill Lynch, UBS, Wells Fargo | Aidentified entrenched | "The layer your current tools cannot build" |
| Private Banks | Goldman Sachs PWM, JPMorgan Private Bank, Citi Private | Aidentified likely | "Calibrated conversations for $25M+ relationships" |
| Hybrid Broker-Dealers | LPL Financial, Raymond James, Ameriprise | Fragmented; advisor choice | "Wirehouse intelligence without wirehouse overhead" |
| RIA / Multi-Family Office | 500+ firms with >$1B AUM | Minimal incumbent adoption | "The unfair advantage your competitors do not have" |
Why Positioning Varies by Category. Wirehouses already have Aidentified deployed at scale. The Talyx message for wirehouses is not "replace Aidentified" — it is "complete what Aidentified started." Private banks serve the highest-net-worth segment, where behavioral calibration has the greatest impact on conversion: a misjudged approach to a $100M prospect does not just lose one meeting — it loses the relationship. Hybrid broker-dealers often lack institutional data tools entirely, making Talyx's intelligence layer even more differentiating. RIA and multi-family office firms represent the largest addressable segment with the lowest incumbent penetration, where Talyx can serve as the primary intelligence platform rather than a completion layer[5].
The competitive landscape in wealth advisory intelligence can be distilled to three dimensions. Understanding which dimensions are solved, which are commoditized, and which remain open explains why Talyx occupies a structurally unique position.
All six incumbent platforms solve the WHO question. Aidentified solves it best, with nine data capabilities covering professional, company, consumer, relationship, wealth, event, household, property, and contact data. Catchlight, Wealthfeed, FINNY, Tifin, and ZoomInfo each solve subsets of the same question. WHO is solved. It is no longer a source of competitive advantage. Every advisor at every firm has access to some version of WHO data. When every advisor has the same data, the data stops being the differentiator.
Predictive timing intelligence — projecting which prospects will experience liquidity events, portfolio transitions, or advisory changes within a 12–24 month window — is not offered by any incumbent platform. Event monitoring (offered by Aidentified, Catchlight, and Wealthfeed) is reactive: it alerts advisors after events happen. Talyx's timing models are predictive: they project forward based on PE holding period patterns, real estate market cycles, executive compensation schedules, generational transfer timelines, and 40+ additional signal categories. The difference is the difference between reading yesterday's news and reading tomorrow's. PE firms hold portfolio companies for an average of 5.4 years, meaning exit windows can be projected years in advance for advisors who have the models to do so[4]. Talyx builds those models.
Behavioral calibration by UHNW archetype determines what to say once timing confirms when to say it. UHNW prospects are not a monolith. The tech founder who built a $200M SaaS company responds to different language, different framing, and different value propositions than the third-generation inheritor managing a family office. Talyx's archetype calibration maps each prospect to a behavioral profile — analytical, relational, autonomous, legacy-oriented, and more — and generates engagement strategies calibrated to each profile. No incumbent platform offers any form of behavioral calibration.
An advisor who knows WHO to call but not WHEN to call produces outreach that is either too early (ignored because no decision is imminent) or too late (the prospect already chose a competitor). An advisor who knows WHO and WHEN but not WHAT produces outreach that reaches the right person at the right time with the wrong message. Only the advisor who knows WHO, WHEN, and WHAT produces outreach that reaches the right person at the right time with the right message. Talyx is the only platform that completes this equation. The $84 trillion generational wealth transfer underway means the volume of prospects approaching decision points will only increase — and the firms that can identify those windows before competitors will capture disproportionate share[3].
Aidentified is the strongest data platform in wealth advisory, covering 9 of 9 data capabilities including professional data, relationship mapping, wealth events monitoring, and property ownership. Talyx is not a data platform and does not compete with Aidentified on any data dimension. Talyx adds the two capabilities Aidentified does not offer: predictive timing intelligence (projecting liquidity events 12–24 months forward) and behavioral calibration by UHNW archetype. The two platforms are complementary. Aidentified tells you WHO to call. Talyx tells you WHEN to call and WHAT to say. Firms using both have the full three-dimensional intelligence stack that neither platform provides alone.
No, and it is not designed to. Talyx is a completion layer, not a replacement layer. It integrates with whichever data platform a firm already uses — Aidentified, Catchlight, Wealthfeed, FINNY, Tifin, ZoomInfo, or any combination — and adds the predictive timing and behavioral calibration dimensions that no data platform provides. Firms do not need to change their data infrastructure to add Talyx. They need to add the intelligence layer that their data infrastructure was never designed to include.
Event notification is reactive: it alerts you after a wealth event has already occurred — an IPO, an M&A closing, a funding round, an executive departure. By the time you receive the alert, every advisor with the same data vendor has received the same alert. Predictive timing is forward-looking: it projects which prospects will experience liquidity events, portfolio transitions, or advisory decision points within the next 12–24 months, based on pattern recognition across PE holding periods, real estate cycles, compensation vesting schedules, and generational transfer timelines. The advisor who reaches a prospect before the event faces no competition. The advisor who reaches them after faces every competitor who received the same alert[6].
Talyx maps each UHNW prospect to a behavioral archetype based on their professional history, wealth origin, decision-making patterns, and communication preferences. Each archetype has a distinct engagement profile. An analytical archetype — common among tech founders and quantitative finance professionals — responds to data-driven presentations, performance benchmarks, and evidence-based investment frameworks. A relational archetype — common among family office principals and legacy wealth stewards — responds to trust signals, long-term partnership framing, and multi-generational planning narratives. Talyx generates engagement strategies calibrated to each archetype, so advisors know not just when to reach out but exactly how to frame the conversation for maximum resonance.
Firms that benefit most share three characteristics: they target UHNW prospects ($25M+ in investable assets), they operate in competitive markets where multiple advisors pursue the same prospects, and they already have data tools that solve the WHO question. Wirehouses with Aidentified deployed at scale see the most immediate impact because they already have comprehensive WHO data — Talyx adds the WHEN and WHAT that transforms that data into intelligence. RIA and multi-family office firms with minimal incumbent tools also see outsized benefit because Talyx provides a capability that no competitor in their segment possesses. The common thread across all firm types is that Talyx converts data into intelligence, and intelligence converts prospects into clients.
[1] Bain, 2026 [2] Capgemini, 2025 [3] Capgemini World Wealth Report, 2025 [4] S&P Global, 2025 [5] McKinsey, 2024 [6] Bain & Company, 2026
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