Plotbook
Plotbook Inc. · Business
Plotbook is a geospatial wealth intelligence platform for people who prospect affluent clients. Instead of starting from a contact list you already own, it starts from a place: you open an interactive map of more than 150 million US parcels, filter to the value band you care about, click a property, and work toward the human behind it. Wealth managers, family offices, nonprofit fundraisers, luxury realtors and political donor researchers use it to find property owners, estimate net worth in labeled ranges, and pull verified contact details into a single prospect book.
About Plotbook
What Is Plotbook
Plotbook is a web platform built by Plotbook Inc. that turns US property records into a prospecting workflow. Its core idea is simple: property is a visible public signal of wealth, so the parcel is where research starts, not where it ends. The company licenses parcel data from Regrid, which aggregates county assessor records, and layers AI research on top to trace the person behind a deed.
It solves a specific problem. The most valuable homes are often held through LLCs, trusts and family partnerships, and county records stop right there. A conventional lookup tool hands you a holding company name. That's where most tools quit. Plotbook's autonomous agent keeps going through business registries, mailing addresses, county records and professional databases until it reaches a named person, and it shows each step so you can check the work. Wealth figures arrive as ranges with a confidence level attached, and the platform labels them as estimates rather than facts.
The limits matter here. Coverage is US-only, so anyone prospecting outside the country won't get value from it. Property value isn't proof of net worth, and the platform says as much, which means estimates should be treated as signals. You also spend credits on the deeper operations, so heavy research runs against a budget.
Getting Started
- Create an account at plotbook.io and start the 7-day trial, which comes with 100 credits.
- Open the map on a market you already know, then check the parcels and values against what you know on the ground.
- Filter parcels by assessed-value band, owner-occupied status, or one of the 232 curated high-net-worth ZIP codes.
- Click a property to run AI owner research or a reverse address lookup, then read the research timeline.
- Save the profiles you keep and export them as a 26-column CSV your CRM will accept.
Product Information
A quick look at Plotbook's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Wealth managers
- Nonprofit major-gift fundraisers
- Luxury realtors
Tasks
- Building a prospect list from a target neighborhood
- Finding the person behind an LLC-held property
- Estimating a household's net worth
- Exporting contacts into a CRM
Scenarios
- Entering a new territory
- Prepping for a fundraising campaign
- Qualifying inbound referrals
Key features
Property Wealth Map
The map covers more than 150 million US parcels licensed from Regrid, colored by county assessed value and labeled with the deed owner's name. Six value bands with a toggleable legend let you isolate the range you care about, and 232 curated high-net-worth ZIP codes act as a heatmap for where to look first. So where is the wealth? It answers that before you spend a credit on anyone.
AI Owner Research
This is the feature that separates Plotbook from a static list. The agent reads the deed, classifies the owner as a person, LLC, corporation, trust, estate or partnership, and picks a matching playbook. Deterministic lookups establish ground truth first, then eleven specialized tools trace the entity to a person across registries, county records, professional databases and public-records sites. Runs cost 25 credits and are charged only when the agent delivers.
People Search in Plain English
You write the sentence you'd say out loud, and the system turns it into structured filters, picks the databases that can answer it, and merges the results into one ranked list. It queries Apollo, RocketReach and WhitePages in parallel and scores each contact by corroboration. Reading your query is free. That makes it a cheap way to test whether a search idea is worth pursuing.
Reverse Address Lookup
When a deed names a person, one click returns the whole household: owners and residents together, with ages, phone numbers and email addresses, all role-badged and deduplicated. You can save them one at a time or all at once. It costs 5 credits and sits in the same drawer as the deep research, so a quick lookup and a full investigation live in one place.
Saved Profiles and CSV Export
Every tool writes to the same prospect book. Profiles arrive with their research summary, wealth estimate, contacts and the parcel they came from, and your notes travel with the record. Export produces a 26-column CSV with a Salesforce preset on Professional and up. No reformatting required.
Wealth Estimates with Confidence Bands
Alongside contacts, Plotbook returns AI-generated ranges for net worth, income, investible assets and total assets, each carrying an explicit confidence level. Four-band estimates follow a research run within moments. The labeling is deliberate: these are estimates to weigh, not figures to quote as fact.
Pros and cons
Pros
- Starting from a map rather than a list is genuinely different. It fits how many advisors already think about territory.
- The research timeline is auditable, so you can see every source the agent used before trusting a profile.
- Entity piercing handles the LLC and trust cases that trip up ordinary lookup tools.
- Credits are charged only when a research run delivers, which limits wasted spend.
- CSV export with a Salesforce preset means researched contacts drop straight into a CRM.
Cons
- Coverage is US-only, so anyone prospecting internationally is out of luck.
- There's no free plan. The 7-day trial with 100 credits is enough to test the waters, not to run a full campaign.
- Deep research costs 25 credits a run. A large prospecting push can burn through a budget quickly.
- Wealth numbers are estimates in ranges, which means you can't treat them as verified net worth.
Frequently asked questions
It maps US property parcels by assessed value, then helps you identify and contact the owners behind them. You pan a map, filter by wealth signals, click a parcel, and use AI research to reach a named person with verified contact details.
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