NexusID (preview)
One profile per person, matched across every filing, with the introductions you can make through shared boards and foundations.
How NexusID works →Wealth Managers & Advisors
Money in motion, with the record attached.
Get alerted when someone's stock vests, their company sells, or they raise money, with the filing that proves it and the date it happened. No lead scores, no guesses.
- 3.5Mpeople profiles
- 612Kboard members
- 52Kadvisory firms
- <60sfrom filing to alert
- 0estimates
- everynumber sourced
The problem
A wealth score tells you nothing you can act on
Modeled household data gives you a band and a date it was refreshed. It cannot tell you that 96,000 shares vest on the fourteenth, or that the company your prospect co-founded just closed a round. Filings can.
What you get instead
- Wealth eventsstock sales, vesting, funding rounds, company sales
- Real numbersevery figure links to its source
- One complete profileeverything about a person in one place
- Privacy-safepublic records only, no personal data
What solves it
Find them before the money moves
Insider Focus
An alert when a client or prospect's stock vests, their company sells or they raise money, with the filing attached.
How Insider Focus works →Why teams switch
We stopped calling on scores. Now the trigger is a filing, and the client knows we did the reading.
one profile per personreal numbers, not estimatespublic records only
Money in motion, on the record
Talk to our team about how you work today, or start a trial and explore the platform yourself.
The details
One person, end to end
Everything you'd want to know before the call
-
01 · The person
Executive, adviser, board member, founder
COO at a public company · registered adviser · director at another · foundation trustee · startup co-founder
All confirmed as the same person, not guessed by name
-
02 · The holding
384,000 shares owned · 96,000 more vesting soon
A real number, not "est. $5–25M"
-
03 · The filing
Filed with the SEC on 14 Feb 2026
Each figure links to the original filing
-
04 · The event
96,000 shares become cash on 14 March
granted vests sold vests nextThe day to make the call
What's in the solution
What you can do with it.
01 · The profile
One person, not five records
Everything about a person — their company, stock, boards, foundation and startups — in one profile, not scattered across five databases.
02 · Wealth events
When stock becomes cash
Vesting, stock sales, funding rounds and company sales — the moments someone's wealth changes.
03 · Relationships
Who they sit with
Boards, foundations, co-investors and advisers — the connections that get you an introduction.
04 · Proof
Cited, not scored
Every figure carries the document it came from, so a recommendation survives a compliance review and a client question.
How your team uses it
Three teams, three reasons to call.
Relationship managers
The scenario
You have a book of relationships and one question per client: has anything changed that I should be calling about?
AlertsNexusIDInsider Focus
How Kaleidoscope helps
- Know the day a client's wealth changes
- See upcoming vesting on a calendar
- See who they know through boards and investments
- Talking points that cite a document, not a score
- One profile per person, not five partial records
Business development
The scenario
You are looking for people whose wealth just changed, and you need to know before the third call from someone else.
NexusIDAlertsPrivate Markets
How Kaleidoscope helps
- Founders whose company just raised or sold
- Executives about to have stock vest
- Confirm it's the right person before you book the meeting
- Filter by the kind of event you care about
- Every prospect comes with the filing that flagged them
Compliance
The scenario
You need to know that the data behind a recommendation is defensible, and that it came from the public record.
ReportsNexusIDAlerts
How Kaleidoscope helps
- Public records only — no household data, no estimates
- Every figure traceable to a filing and a date
- Numbers exactly as they were filed, never changed later
- Nothing bought from consumer data brokers
- An exportable record for the compliance file
The products
Three tools: one builds the profile, one shows the money, one tells you when it moves.
NexusID
The complete profileOne person, one company, one deal — matched across every source into a single profile, with every connection linked to the record behind it.
- Confirmed matches, not name lookalikes
- Matched using official government IDs
- Company, person and deal on one graph
- Every relationship traceable to a filing
Explore NexusID →
102Mconnections mapped
As filed
Form 4PROSPECT, J. M.Officer · Acme Therapeutics
990J. ProspectTrustee · Acme Family Foundation
ADVProspect, JordanOwner · Northwind Capital Advisors
Form DJordan M. ProspectSignatory · Northwind Robotics
PropertyPROSPECT JORDAN MOwner of record · 12 Elm St
One profile NexusID
Jordan M. Prospect
5 records · 4 organizations · matched by ID, not name
- OfficerAcme Therapeutics
- TrusteeAcme Family Foundation
- OwnerNorthwind Capital Advisors
- Co-founderNorthwind Robotics
Every link cited to its filing
Illustrative — five filings, five spellings, one profile (NexusID is in preview)
Insider Focus
The filed holdingsShares, grants, vesting schedules and sales as reported, so what someone is worth comes from a document, not a guess.
- Direct and indirect holdings per person
- Vesting dates and pre-scheduled stock sales
- Full history, not a once-a-quarter snapshot
- Every figure links to its filing
Explore Insider Focus →
3.5Mpeople profiles
Stock sales, including pre-scheduled ones, with values and what's left (names blurred)
Alerts
The part that watchesWealth events reach you the day they're filed — a vest, a sale, a round, an acquisition — with the filing attached.
- Upcoming vesting on a calendar, before it happens
- Stock sales within a minute of being filed
- Funding rounds and company sales on the companies you track
- Sent to the right advisor for each client
Explore Alerts →
<60sfiling to alert
Private company deals across a client list — seed to IPO, as they happen (names blurred)
Every product in this solution
Start with the graph and alerts; add the rest as the book grows.
Full data catalog →Core platform
- NexusID One profile per person, across every source Identity matching
- Insider Focus Filed holdings, comp and vesting Ownership
- Alerts Wealth events, the day they're filed Triggers
- 990iQ Boards, foundations and giving Nonprofit
Data layers that feed it
- Stock ownership & advisers Insider filings, holdings and adviser records Live
- Private Markets Rounds, investors and valuations Live
- IRS 990 Boards, compensation and grants Live
- Mergers Acquisitions and terms — the payout Live
- Company Profiles Private companies and their people Live
- News News about your clients, most important first Live
- Executive contracts Employment and severance terms Live
Workflow & delivery
- Reports Client-ready profiles with citations PDF & export
- APIs Push profiles into your CRM CRM & data feeds
- AI Chat Ask across the graph, get cited answers Ask in plain English
- Watchlists Client lists that update themselves Workflow
| How it compares | Kaleidoscope | Wealth screeners | News monitors |
|---|---|---|---|
| Wealth figures | Actual stock and pay, from public filings | Modeled estimate bands | Whatever the article says |
| Identity | Confirmed across every source | Best-guess match | Name in a headline |
| Timing | Vesting dates and filed sales | Refresh cycle, often quarterly | After the fact |
| Private wealth | Founders via funding rounds | Sparse or absent | Announcement only |
| Privacy | Public records only | Core of the product | n/a |