Wealth & advisory firms

Meet people when their financial world changes.

Operis identifies business owners, executives, and other qualified prospects approaching meaningful financial moments and creates introductions with the firms that can help them.

Get started See how it works

The timing advantage

Your next client is already leaving clues.

People rarely start looking for a wealth manager at random. A meaningful financial moment usually comes first.

Financial circumstances can change quickly.
The signals appear before the search begins.

They sell a business.
Raise capital.
Receive a major distribution.
Step away from a company.
Exercise equity.
Approach retirement.
Complete an acquisition.
Experience a liquidity event.

Operis looks for these moments and identifies when there may be a genuine reason for an introduction.

The signals

Find the moment, not just the person.

Traditional prospecting can tell you who appears wealthy: title, company, industry, estimated net worth, or location. But wealth alone doesn't create intent. Timing does.

Business Sales & Exits

A founder sells all or part of their company. A major liquidity event can create new questions around investing, preservation, planning, and what comes next.

Funding & Secondary Transactions

Founders and executives may gain liquidity through funding rounds, secondary sales, or other transactions. The company event can create a personal financial moment.

Mergers & Acquisitions

An acquisition can materially change the financial position of founders, executives, and shareholders. We look beyond the transaction to the people behind it.

Leadership & Ownership Changes

Retirement, succession, ownership changes, and senior departures can signal a broader transition in someone's professional and financial life.

Reach people when their circumstances make a thoughtful conversation relevant.

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How it works

From event to introduction.

Finding wealthy people isn't the goal. Finding the right reason to speak is.

01
Find
We identify business owners, founders, executives, and other prospects matching the type of clients your firm wants to serve.
02
Understand
We track meaningful events around those people and their businesses to understand when their circumstances may be changing.
03
Introduce
When there is a relevant reason to connect, we create thoughtful outreach around the situation and work toward a genuine introduction.

A better approach

Wealth tells you who. Life events tell you when.

Someone could match your ideal client profile for ten years without considering a new advisory relationship. Then something changes.

Traditional prospecting

Lists of wealthy individuals
Static wealth estimates
Generic outreach
Broad targeting
Little reason to respond

Operis

Selected prospects
Meaningful financial events
Relevant context
Timely outreach
A reason to have a conversation

Made for your market

Built around the clients your firm wants.

If your firm works with founders and business owners, we might track:

Company Acquisitions

A founder's company is acquired or enters a transaction.

Business Sales

An owner sells part or all of a business they spent years building.

Secondary Liquidity

A founder or executive gets an opportunity to turn private equity into personal liquidity.

Major Funding Events

A company raises significant capital, potentially changing the financial position of its founders and early employees.

Succession & Retirement

An owner begins stepping away from the company or transferring control.

Why it matters

We don't sell lists of wealthy people.

We find reasons for the right people to meet you.

There are already databases containing millions of executives, founders, and high-net-worth individuals. Another list isn't the advantage. Context is.

The right person. The right financial moment. The right firm to help them.

Then we work toward the introduction.

Behind the headline

The person behind the transaction.

A headline might say: “Company X acquired for $180 million.” To most people, that's business news.

To Operis, the questions start after the transaction.

Who founded it?Who led the company?
Who owned meaningful equity?Who may have experienced a change in liquidity?
What changed financially?Was the transaction cash, stock, or both?
Is there a fit?Does that person match the clients your firm serves?

Is there a legitimate reason for an introduction?

That's where the opportunity begins.

Who this is for

Built for advisory firms that value relationships.

Thoughtful timing creates more meaningful conversations.

Operis is designed for firms that know the clients they serve best and want a repeatable way to build relationships with them.

Know who they serve

You have a clear idea of the clients your firm is best positioned to help.

Build through relationships

Trust and personal conversations are central to winning new clients.

Want relevance over volume

You would rather have a small number of meaningful conversations than thousands of cold contacts.

Think long term

You care about building relationships with the right people, even when the opportunity doesn't convert immediately.

Start here

Somewhere, someone's financial world just changed.

A company was sold. An acquisition closed. A founder gained liquidity. An executive stepped away. An owner started planning what comes next. Behind every event is a person making new decisions. We find the moments worth an introduction.

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