Predict the Next $8M Money-in-Motion Event. 18 Months Before the Money Moves.
HenryFi is a predictive growth and retention engine for advisory firms. It dates the next Money-in-Motion event for every household, on the book and in the market, and puts it in front of one advisor while there is still time to build the relationship.
18 mo
Lead time before the money moves, up to²
10,000
Simulated paths per household
1.6x
New assets with a referral plan¹
- Life events set the clock, not survey answers: an RSU cliff, an IPO lockup, a business exit, a move, a marriage.
- The engine finds the moment. Advisors bring the empathy, the trust and the close.
DSO recapitalization
Owner-dentist · 3 locations · LOI window Q1 2028
16 months of lead time
¹ 2026 Schwab RIA Benchmarking Survey, 1,236 RIAs, July 2026.
² Model estimate. Lead time, probabilities and projections are outputs of the HenryFi engine, not guarantees.
³ Published per-lead pricing on a large consumer advisor-matching marketplace, HenryFi research, 2026.
Households, events and figures in the visuals are fictional sample data.