High Net Worth Data & Insights That You Need To Be In Front Of

The Odegee High Net Worth Data & Insight Platform was designed to find high net worth prospects, opportunities and ideas that you can use to build your client base

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When You Are Ready To Acquire Clients

Driving Your Pipeline

We know what works

It can be very overwhelming building, balancing and growing your book of business, Keeping your pipeline and activity level high should always be your number one priority. Keep your prospecting accurate, efficient and work for you.

Prospects To Fit Your Practice

Connections built around you

The opportunity to develop prospects are becoming more targeted and your prospects expect it.

Data Driven Intelligence

Real-Time prospect information

Real time prospect information means you know it when it happens. We limit the advisor on our platform for a reason, to ensure that the information you and only you get it.

A Lead Platform With Steps To Succeed

Your prospects and clients choose to work with you because you understand their situations. You treat them as they are the only client they have. This is what you receive from us. The Odegee lead platform is built for you and only you. We have been in your shoes, have walked the path and have handled the challenges of building a book of business. Our platform helps you gain the edge against your competition.

Real-Time Data & Insights

We turn data and information into meaningful marketing opportunities.

We Work With Your Firm Resources

Every firm has their own unique strengths. We make sure that the data plays to those strengths.