Predict the Next $8M Money-in-Motion Event. 18 Months Before the Money Moves.
We find your next $8M client and defend your existing book by mapping verified triggers directly into your CRM.
Live advisor pilots in 5 metros· Enterprise pilots in discussion
Public-record, corporate, and market signals resolved into a 77-field profile. No survey, no form fill.
👆 Tap any life beat or RSU cliff below to inspect actuarial probabilities and generated briefs.
First Child
What the advisor readsNew dependent expected. A new dependent reshapes the plan in a few important ways: the Money-in-Motion horizon moves forward, the next RSU vest becomes the natural funding source for a 529 and a term-life layer, and the revocable trust should be drafted before the home purchase closes. Nothing here changes the allocation. It changes the sequence.
Illustrative household. Probabilities come from life tables and cohort priors, dollar figures from 10,000 simulated paths, and every figure traces back to its inputs. The actuarial layer comes from the founder’s years at Northwestern Mutual, projecting client lifetimes with an actuary.
Open this household in the platform561 Boston-area professionals with Money-in-Motion signals. Identified before the conference.
At 130 Boston employers, each caught at a vest, exit, relocation, or Money-in-Motion moment. Names are masked. Employees of the firms in the room are excluded.
Center and radius the node treats as home turf. Households inside rank first.
Territory changes ranking only. Nothing outside the floor is ever routed.
Apply territoryThe shared-lead model is broken.
Referrals are the top priority for advisory firms this year, and firms with a referral plan bring in 1.6x the new client assets. Fewer than half have one. The fix most firms buy instead is a $694 lead, prepaid whether or not it converts, sold to three advisors at once, with a call center racing to the phone within minutes. The largest networks win that race. Everyone else pays for it.
How we find, route, and capture it.
Four steps, in the order the platform runs them. Salesforce routing is live today; Teams and other CRMs are ready to connect. Tap through on your phone between sessions.
Complete household intelligence, before the first call.
We scan public and licensed commercial data, and map your existing CRM, to detect verified triggers: RSU cliffs, business exits, and DSO recaps.
The engine behind the timeline above.
The reproducible Monte Carlo engine powering the timeline above runs 10,000 simulated paths against actuarial life tables and cohort priors, dates each beat with a probability, and keeps the projection current as new signals land. Every figure traces back to its inputs, so a compliance team can rerun it.
The generative layer writes the advisor’s summary and nothing else.
Introductions land where your advisors already work.
Once a licensed advisor approves a household, it shows up in the tools your team opens every morning: Salesforce, Microsoft Teams, or your own CRM. One household, one advisor, the brief and the projection attached.
Ditch the 20-page PDF.
WarmMatch lets the prospect complete the initial intake in a short voice conversation. Every date and amount it hears is checked against the prospect’s own words before it reaches the onboarding form, which fills itself in the browser. Firms that need intake to stay inside their own environment can run it rules-only or on models they host.
Test WarmMatchNet-New and Retained AUM. One Engine.
Plug HenryFi into your CRM to deploy two distinct intelligence shapes:
Monitor existing clients to preempt churn and grow your book from within. We date the next Money-in-Motion events in your database, delivering a proximity-sorted queue so your advisors call first and nurture the relationship before the rollover, business sale, or generational transfer.
Grow your book by acquiring high-net-worth households up to 18 months before the money moves, giving your advisors time to nurture the relationship long before it is active. We detect external signals and route exclusive, pre-assembled briefs directly to your advisors. No shared leads. No race to dial.
Two ways to partner.
Both paths route directly to Frank Kim, founder and CEO.
For custodians, platforms, or firms with 25+ advisors.
- Timeline
- 6 months.
- Scope
- 250 to 1,000 households.
- Measurement
- A/B control group tracking.
- Data
- Zero egress. Runs in your environment.
For elite RIAs and regional teams.
- Timeline
- 90-day active routing window.
- Scope
- Up to 10 advisors receiving introductions.
- Visibility
- Weekly status pushed to your CRM.
- Terms
- Written and agreed before the first introduction.
Where the AI thinks.
Where it stops.
AI finds the Money-in-Motion event. Humans give the advice. Our engine handles the detection and the math: a reproducible, 10,000-path projection your compliance team can fully audit. The LLM does exactly one job: formatting the brief.
- The AI never advises.
- It never allocates.
- It never contacts a client.
- Nothing moves until a licensed advisor signs off.
See your first introductions.
The households, the brief on each one, and where they land, inside the tools your advisors already run. No login, no sales call.
Independent firm? See the platform, then apply for a pilot. Enterprise or partner? Request the briefing.
Or apply for the pilot- Tue Sept 22 · 4:30 PMOpening ReceptionFederal Reserve terrace, 4th floor
- Thu Sept 24 · 10:00 AMMassMutual partnerships session10 Fan Pier
- Thu Sept 24 · 5:00 PMFintech After DarkIsland Creek Raw Bar, Seaport
Brown Computer Science and Economics, NYU MS in Mathematics in Finance. Founding quant at a $4.5B hedge fund. Earlier at Northwestern Mutual on the Comprehensive Asset Allocation team, alongside an actuary projecting client lifetimes.
One of two co-founders of Tubi, Thomas scaled Tubi to 250+ studio partnerships before Fox acquired it for $440M in 2020. Advises and invests in startups and currently building an AI fintech startup.
Co-founder and CTO of Rook Capital, acquired by Legacy Group Capital in 2024, where he is now CTO and Partner. Co-founded and architected DigniFi, the point-of-sale auto-repair lender that scaled to 5,000 dealerships. Sold his first product, the smartFeed mobile reader, to NewsGator in 2006. Techstars Boulder alumnus.