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Financial Services

Behavioral intent signals from consumers actively researching retirement options, comparing rates, and evaluating insurance coverage. Know who is planning before they pick up the phone.

10 intent signals
1-3 credits per signal
7-day signal freshness
FCRA Firewall Active
See Financial Signals Free

Retirement & Wealth Signals

Consumers actively planning wealth transitions, retirement timelines, and estate strategies.

Retirement planning activity

3 credits

Actively planning retirement timeline

Investment portfolio review

2-3 credits

Comparing investment options

Estate planning trigger

3 credits

Life event triggered planning need

Wealth transition event

3 credits

Inheritance, business sale, windfall

Lending & Credit Signals

Borrowers actively comparing rates, exploring debt strategies, and evaluating refinance options.

Mortgage rate comparison

2-3 credits

Actively shopping mortgage rates

Debt consolidation research

1-3 credits

Exploring debt strategies

Student loan refinance

1-2 credits

Comparing refinance options

Insurance Adjacent Signals

Life events triggering insurance needs — new family, new job, aging parents, retirement transitions.

Life insurance quote

1-3 credits

Major life event triggered coverage need

Disability coverage search

1-2 credits

New job, new family, income protection

Long-term care planning

2-3 credits

Aging parent, retirement planning

FCRA Firewall Active

We NEVER capture credit scores, payment history, bankruptcy, or collections data. All signals are behavioral intent indicators from voluntary research activity.

Signals, not scores.

No credit scores or FICO data
No payment or collections history
No bankruptcy or employment records
No eligibility determinations
Behavioral intent from active research
Voluntary research activity signals
Anonymized comparison behavior
Self-declared planning timelines

Who Buys Financial Signals?

Financial services professionals who need to reach consumers at the moment of planning — not after.

Financial Advisors & RIAs
Insurance Agencies
Mortgage Brokers & Lenders
Banks & Credit Unions
Fintech Lenders
Debt Consolidation Services

Reach Consumers While They're Still Planning

Start with 25 free credits. See real financial intent signals — retirement, lending, and insurance — before your competitors do.

Get Started Free