Catchlight User ID
Unique identifier assigned to each lead in Catchlight.
Used internally to link all enriched data to the right record.
Person Match Confidence
Indicates Catchlight’s confidence that the enriched data belongs to the correct individual.
Ratings: excellent, good, fair, poor.
Higher confidence = more reliable data.
Income Range
Estimated annual household income.
Useful for segmenting leads by earning potential.
Investable Assets
Estimate of liquid, investable assets (excludes real estate, business equity).
Indicates whether a lead fits your ideal client profile.
Spending Behavior
Classification of the lead’s spending habits (e.g., frugal, average, high discretionary).
Sometimes blank if insufficient data.
Estimated Home Value
Estimated current market value of the prospect’s home.
Pulled from property/public record data.
Predicted Investment Expertise
Estimate of how financially knowledgeable the lead is.
Values: low, medium, high.
Helps tailor your communication style.
PQFA Score (Prospect Qualification for Advisors Score)
Catchlight’s proprietary score predicting conversion likelihood.
Higher = stronger fit and higher chance of becoming a client.
Projected Client Revenue
Estimate of potential annual revenue your firm could earn from this client.
Based on investable assets and industry fee benchmarks.
Family and Connections Rollup
Summary of household/social data, such as:
Social Capital Score (influence & connectedness)
Children in home
Number of grandchildren
Characteristics Rollup
High-level descriptors such as Professional, Retired, Pre-Retiree, Highly Educated.
Quick way to understand demographic/life stage.
Professional Interests Rollup
Hobbies, passions, and lifestyle interests (e.g., Golf, Travel, Gardening, Pets).
Helps personalize outreach.
Individual Details Rollup
Key personal attributes like age range.
Basic demographic context.
Profile Metadata Rollup
System-level data reinforcing person match (e.g., Match Confidence).
Mainly for verification, not client-facing.
Professional History Rollup
Work-related information such as occupation, industry, or role.
Useful for targeting based on career or professional background.
Contact Information Rollup
Enriched social or professional profile links (e.g., LinkedIn, Facebook).
Not basic contact details — you already provide name, phone, and email.
If blank, Catchlight couldn’t confidently match profiles.
Financial Interests Rollup
Categories of financial behaviors or themes (e.g., Estate Planning, Real Estate Investor).
Indicates areas where your services may resonate.
Life Events Rollup
Detected significant life milestones (e.g., retirement, inheritance, relocation).
May be blank if no events are detected.
Interests Sports Rollup
Specific sports-related interests (e.g., Golf).
A rapport-building detail for outreach.
✅ Big Picture: These categories combine predictive insights (PQFA, Projected Revenue) with enrichment data (Income, Interests, Social Profiles). Together, they help you prioritize leads, personalize communication, and maximize conversion rates.