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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Catchlight

Profile

Born within Fidelity Labs, Catchlight helps firms grow organically. The proprietary technology builds data-rich lead profiles that include deep insights about their prospects and clients to pinpoint the best opportunities. By enabling firms with elusive data and insights Catchlight can help firms gain efficiency, boost conversion, and grow AUM. Catchlight is used by firms nationwide including Fidelity Investments, Mariner Wealth Advisors, and Mercer Global Advisors.