The Permissioned Intelligence Layer That Turns Intent Into Context
COMING SOON! WealthSpark is VastAdvisor’s optional, consumer-facing intelligence layer, included with every VastAdvisor RIA subscription at no additional cost.
It sits after intent — once a prospect has already engaged — and gives them a simple, neutral way to opt in and share high‑level financial signals. Those signals help advisors show up informed, relevant, and prepared, without asking intrusive questions or handling raw financial data.
No advice. No execution. No obligation.
Just context.
How it Works
Most growth systems stop at lead capture.
They know who clicked — but not what matters to that person.
WealthSpark exists to close that gap.
By giving prospects control over when and how they share information, WealthSpark enables better conversations, higher-quality matches, and more efficient growth — without compromising trust or compliance.
1. Intent comes first
A prospect engages through a VastAdvisor-powered campaign or referral flow.
2. Invitation, not requirement
The firm (or advisor) may optionally invite the prospect to WealthSpark.
3. User-controlled opt‑in
Prospects choose whether to connect accounts through a secure, read‑only experience.
4. Signals — not raw data
WealthSpark translates account information into structured financial signals (e.g., liquidity shifts, investment structure, money‑in‑motion patterns).
5. Advisors get context
With explicit consent, signal metadata flows into VastAdvisor — improving Lead IQ, ICP refinement, and advisor preparedness.
Secure by Design, Powered by Plaid
WealthSpark is built on Plaid’s industry-standard financial connectivity infrastructure, used by thousands of regulated financial institutions.
Plaid provides the secure, permissioned foundation for account connectivity, while WealthSpark controls how data is translated into signals and governed inside VastAdvisor.
What this means for users and firms:
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Credentials are never shared with WealthSpark or advisors
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Access is read-only and revocable at any time
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Data is transmitted and stored using Plaid’s security and encryption standards
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WealthSpark receives only what is needed to generate high-level signals
Plaid handles secure connectivity.
WealthSpark handles intelligence — under firm governance.
The Advisor Intelligence Loop
WealthSpark doesn’t just improve individual conversations.
Over time, anonymized signal outcomes feed back into VastAdvisor’s learning system.
The result is a compounding, first-party intelligence advantage that no media platform or lead broker can replicate.
Ideal Client Profiles (ICPs)
WealthSpark outcomes continuously validate which financial contexts convert, allowing ICPs to evolve based on real engagement and conversion data—not assumptions. Over time, this sharpens targeting precision and reduces wasted spend on low-fit prospects.
Advisor Matching Logic
Permissioned financial signals enable firms to route prospects to advisors whose expertise aligns with actual financial complexity, not self-reported preferences. This increases first-meeting relevance, shortens time to trust, and improves close rates across the firm.
Campaign Targeting Efficiency
By linking signals to downstream outcomes, VastAdvisor learns which audiences, messages, and channels attract prospects who actually engage and convert. Campaigns improve while they’re running, lowering acquisition costs and increasing ROAS over time.
Advisor Specialization Insights
WealthSpark reveals which advisors consistently perform best with specific financial situations, structures, or life stages. Firms gain a data-driven view of advisor strengths, enabling smarter routing, coaching, and capacity planning.
WealthSpark Features
Control, clarity, and confidence — without pressure.
WealthSpark is designed to feel calm and optional for users,
giving them agency over what they share and when.
User Features
Personal Wealth Dashboard
A personalized snapshot of key financial context and recent activity, designed for awareness—not monitoring or judgment.
User Features
Wealth Sparks
Clear, high-level financial signals that surface meaningful changes or patterns, helping users understand what may be worth attention without overwhelming detail.
User Features
Advisor Matching
View matched financial advisors and understand why they’re a fit, based on financial context and expertise alignment.
User Features
Connected Accounts
Secure, read-only account connections through Plaid to generate financial signals—credentials are never shared.
User Features
Alerts
Configurable alert notifications for meaningful financial events or changes, configurable by the user.
User Features
Settings & Privacy Controls
Manage profile details, notification preferences, and data-sharing permissions, including the ability to disconnect accounts and delete data at any time.