For business-owner clients, the business is the wealth plan. GrowthBrain™ gives wealth managers and financial planners real-time business intelligence — so you can advise on the whole picture, not just the investable assets.
Built for every type of wealth and financial advisory practice
The Gap in Business-Owner Advising
Your client's biggest asset isn't their portfolio — it's their business. But you're only seeing the personal side. The business is a black box. GrowthBrain™ opens it, so you can advise on the whole picture.
You're helping clients plan for retirement and liquidity events — but without real-time business valuation data, you're planning around a number that's years out of date. GrowthBrain™ tracks business value continuously.
A bad hire. A cash flow crunch. A margin squeeze. These business decisions directly impact your client's net worth and retirement timeline. GrowthBrain™ gives you visibility into the business risks that threaten the financial plan.
The Intelligence Advantage
"Acme Corp's revenue is up 15% but they just lost their VP of Sales. Their pipeline is strong but nobody's closing deals. Ask about the sales leadership gap before it becomes a wealth planning problem."
That's not a financial planning platform. That's intelligence. GrowthBrain™ gives you that level of insight — automatically, before every client meeting.
Platform Features
GrowthBrain™'s Business Value Assessment scores your client's business across 9 drivers — continuously. Know the current enterprise value, what's building it, and what's destroying it. Essential for exit planning.
See your client's business cash flow, runway, and 13-week forecast alongside their personal financial plan. Identify when business cash flow supports wealth accumulation — and when it threatens it.
The Sellability Score assessment evaluates business exit readiness across 12 dimensions. Use it as a diagnostic tool to identify gaps that would reduce sale price — and build a multi-year plan to close them.
Every morning, GrowthBrain™ monitors your clients' businesses and flags anything that affects the financial plan — a revenue drop, a margin squeeze, a cash flow gap. You see it before they do.
For business-owner clients, the business IS the wealth plan. GrowthBrain™ gives you a unified view of business performance and personal financial goals — so your advice is always grounded in the full picture.
Deploy the Sellability Score or Cash Flow Health Assessment as a lead generation tool for business-owner prospects. It's the kind of value-first engagement that turns prospects into clients.
Why It Matters
When you can see what's happening inside the business, you can protect the wealth plan from business risks — and help clients build enterprise value alongside personal wealth.
Business owners' #1 financial planning gap: they don't know what their business is worth today
Exit planning without continuous valuation tracking leaves an average of 23% of enterprise value on the table
Advisors who engage business-owner clients on business intelligence report 2× higher retention
The Sellability Score assessment generates qualified business-owner leads at a fraction of traditional acquisition cost
Get Started
Join wealth managers and financial planners who are delivering business intelligence alongside financial planning — and building deeper, stickier client relationships.