Wealth Recon is a focused intelligence service for the people who manage other people's money. We listen for the moments in a client's life that move the balance sheet: a liquidity event, a retirement, a transfer of record. Then we hand the advisor a sourced, defensible briefing before the news has even circulated.
Recon is a verb. Reconnaissance is a unit moving forward of the main body, returning with a report a commander can act on. Wealth Recon does that for the advisor: forward of the relationship, returning with a sourced read on the financial life of a prospect or a client.
A Wealth Recon dossier is a written intelligence product about one prospect at one moment. Every claim carries a source marker. Every page is defensible to compliance. The sample dossier on this site (John R. Smith, founder of Cuyahoga Industrial Services) is the one we walk every advisor through.
Founder and Chairman of Cuyahoga Industrial Services, Inc., Westlake, Ohio. Sold a controlling 60 percent stake on September 22 2025 in a $42 million majority recapitalization to Heritage Midwest Capital. Stayed on as non-executive Chairman. Eight months post-close, the proceeds have settled and the family has no private banking relationship.
Resolved cleanly from 84 other John Smith candidates by Cleveland metropolitan area plus founder of Cuyahoga Industrial Services, Inc. Identification certainty rated 0.96. Full resolution log on file.[24]
Wealth Recon is not built for a missing feature. It is built for the four chronic problems that quietly erode an advisor's win rate on the conversations that matter most.
A licensed advisor preparing for a serious first meeting can spend three to four hours stitching together LinkedIn, news, filings, county records, and tip-offs from a junior. The opener is usually written in the last ten minutes. The judgment was already made by then.
By the time a wealth event circulates as news, the conversation has moved to the next advisor in the chain. The window for a calm, well-prepared outreach is a matter of hours, not weeks.
A briefing that leans on a single blog post or a half-remembered referral cannot survive a compliance review. Most advisors lose half their best leads to this, quietly, every quarter.
Two prospects with the same name in the same state, two very different households. The cost of conflating them is a meeting opened on the wrong life, and a relationship that does not recover from it.
Advisors who run this work by hand tell us a serious meeting brief takes three to four hours: LinkedIn, news, filings, county records, internal CRM, and a junior analyst's scribbles. Wealth Recon does the gathering and the sourcing. The advisor reads and judges what was returned.
The radar runs in a browser at your desk, an iOS app in your pocket, and a printable dossier in your meeting. The same confidence read, the same source marker, the same freshness line, set identically on every surface, so nothing about the briefing changes between the train, the coffee, and the conference room.
This is the home view. Every new wealth event the agent has cleared in the last twenty-four hours, ranked by confidence, with the freshness line under each. One click opens the dossier. One keystroke marks the signal as worked.
Open a dossier on the way in. Mark a signal as worked. Listen to the briefing read aloud on the drive over.
The same briefing, on warm paper, with a manifest at the back. Compliance reads from the back forward.
The source manifest is not a footnote at the back. It is the product. Every factual claim in a dossier carries a numbered marker that resolves to the original document: an SEC filing, a FINRA record, a county recorder instrument, a dated news-of-record item. A compliance officer can audit every line. So can you.
Not finding it? evidence@wealthrecon.com is read by a human inside the working day.
