About Scaleyes Clienset
AI client acquisition software for the modern financial professional — combining real-time market intelligence with responsible AI outreach.
Our Mission
Scaleyes Clienset empowers financial advisors, wealth managers, and registered investment advisors (RIAs) to acquire clients through intelligence — not interruption. We believe the best conversations happen when prospects are navigating meaningful life and career transitions: promotions, layoffs, acquisitions, and liquidity events.
What We Do
Our platform continuously monitors trusted public sources — news feeds, press releases, and corporate filings — to detect trigger events that signal financial planning needs. Each prospect is scored across wealth potential, intent signals, and overall opportunity — giving advisors a prioritized pipeline of warm leads.
When you find a prospect worth pursuing, our AI Playbook Engine generates a complete, compliance-aware outreach sequence: LinkedIn connection requests, booking conversations, multi-channel follow-ups, and long-term retention strategies — all tailored to the specific trigger event.
Our Values
Intelligence Over Interruption
We help advisors connect when prospects are navigating real transitions — not when a dialer hits the 50th cold call of the day.
Compliance by Design
From ingestion to AI playbooks, every layer respects the regulatory boundaries of financial advice. No product pitches, no performance promises.
Scalable Growth
Solo advisors and enterprise teams alike gain a repeatable prospecting engine that compounds with every trigger detected and every playbook saved.
Advisor-First Product
Clienset is shaped by feedback from wealth managers, RIAs, and planners who need depth — not another shallow CRM add-on.
Who We Serve
- • Independent financial advisors seeking scalable, trigger-based prospecting
- • Wealth management teams at RIAs and broker-dealers building executive pipelines
- • Financial planning firms targeting founders, C-suite, and liquidity-event clients
- • Enterprise advisory practices requiring multi-tenant security and audit trails
- • Teams focused on transition planning, estate liquidity, and post-exit wealth management
Technology & Trust
Scaleyes Clienset is built on enterprise-grade infrastructure: NestJS API, Next.js frontend, MySQL with Prisma ORM, Redis caching, and a multi-tenant architecture that isolates every advisory firm's data. Security is foundational — HTTP-only authentication cookies, CSRF protection, role-based access control, and comprehensive audit logging.
Our AI provider chain includes strict timeouts and instant template fallbacks, ensuring your team never waits on unreliable infrastructure. Compliance is embedded at every layer — from ingestion scoring to playbook generation prompts.
About Scaleyes
Scaleyes is a technology company focused on AI-powered solutions for professional services. Scaleyes Clienset is our flagship product for financial client acquisition — combining real-time market intelligence with responsible AI to help advisors grow their practices with confidence.