UHNW Lead Intelligence

Know who’s worth
your next call

WhaleUnveil scores your leads in seconds — so you spend your time on the prospects who can actually book, not the ones who are just browsing.

The problem

Most of your leads will never buy

You’re making 60, 70, 80 calls a day. Most go to voicemail. The ones who pick up? Half of them clicked an ad out of curiosity and have no intention — or ability — to spend $1,000 a night on a voyage.

Your CRM gives you a name, a phone number, and maybe a state. That’s not enough to know who deserves your energy and who doesn’t.

Without WhaleUnveil

You call leads in the order they come in. You waste hours on tire-kickers while a qualified buyer who requested a quote sits untouched in the queue. By the time you get to them, they’ve already booked with someone else.

With WhaleUnveil

Every lead gets a score from 0 to 100 the moment it arrives. You see their income bracket, property value, professional background, and buying intent at a glance. You call the 82 before the 12 — and you close more because of it.

Built for

Luxury sales professionals who sell to the ultra-wealthy

If your product or service starts at a price point most people will never consider, you need to know — before you pick up the phone — whether the person on the other end belongs in your world.

Luxury travel & cruises

Yacht voyages, private jets, exclusive resort packages

Private real estate

Multi-million dollar listings, resort communities, private islands

Wealth management

Private banking, family offices, alternative investments

Luxury automotive & marine

Supercars, custom yachts, aircraft sales

How it works

From name to number in seconds

Enter a lead’s name and whatever contact info you have — email, phone, state, zip code. WhaleUnveil does the rest.

1

Enter the lead

Paste from your CRM, type it manually, or upload a batch of hundreds at once. All you need is a name and one piece of contact info.

2

We scan 9 intelligence layers

WhaleUnveil cross-references your lead against public records, financial disclosures, property data, corporate filings, nonprofit boards, news coverage, and more — all in real time.

3

You get a score and a dossier

A single number from 0–100 tells you how qualified this lead is. Below it, you see exactly why — their estimated wealth signals, professional profile, and buying intent.

4

Call the whales first

Sort your leads by score. Prioritize the 80s and 90s. Let the 10s and 20s wait — or don't call them at all. Your conversion rate goes up because your call list quality goes up.

The score

One number that changes how you sell

Every lead receives a score from 0 to 100 based on what we find across our intelligence layers. The higher the score, the stronger the signals that this person has the means and the intent to buy.

75+

WHALE

Strong wealth signals across multiple layers. High buying intent. Call immediately.

55–74

HIGH VALUE

Significant wealth indicators with solid intent. Worth a prompt, well-prepared follow-up.

35–54

MODERATE

Some positive signals but incomplete picture. Worth a call when higher-priority leads are covered.

20–34

LOW SIGNAL

Limited data or weak wealth indicators. Don't prioritize over stronger leads.

<20

COLD

Very little signal. Likely a casual browser. Deprioritize or skip entirely.

Intelligence

9 layers of data, one clear answer

We don’t rely on a single source. WhaleUnveil pulls from nine independent data layers simultaneously, then synthesizes everything into your lead’s score and profile.

Identity verificationProfessional profile, job title, employer
Area wealth analysisNeighborhood income and home values
Property recordsHome ownership, assessed value, property type
Political givingFederal campaign donations and amounts
Corporate filingsOfficer and director positions
SEC disclosuresInsider trades and proxy statements
Nonprofit boardsFoundation leadership and org assets
News & mediaRelevant press coverage and mentions
Social footprintVerified profiles and public presence

At scale

Score hundreds of leads at once

Paste your CRM export — names, emails, phones, states — and WhaleUnveil scores your entire list in minutes. Every lead gets the same 9-layer analysis. Your best prospects rise to the top automatically.

No zip code? No problem. If you have a name and an email or phone number, we can usually resolve the rest. The tool works with whatever your CRM gives you.

Privacy & security

Public data, used responsibly

Every piece of data WhaleUnveil uses is publicly available — census records, federal filings, corporate registrations, news articles. We don’t buy stolen data. We don’t scrape social media profiles.

Your leads are yours. They’re encrypted, isolated to your account, and never shared with other users or third parties.

From the founder

Built from the call floor

“I built WhaleUnveil because I lived the problem every single day.”

Nothing feels worse than wasting an entire day prospecting the wrong people. In ultra-high-net-worth sales, reaching that one right client can be the difference between President’s Club and bust. So I built a tool that tells me — in seconds — who’s worth the call.

This isn’t something dreamed up in a conference room. It’s built from the call floor, by someone who uses it every day before picking up the phone. If you sell to the wealthy, this is the edge you’ve been missing.

N

Nelson

Founder, WhaleUnveil — Luxury travel sales

Ready to find your whales?

Start scoring leads today. See who’s worth your time — and who isn’t — before you ever pick up the phone.

Create your account