Case Study: Evergreen Wealth qualifies high-value prospects with LeadPost Data Enrichment

Evergreen Wealth identifies 15–20% of anonymous visitors with LeadPost

Evergreen Wealth, an AI-powered wealth advisory firm, needed to identify high-net-worth prospects visiting their website who met their $250,000+ investable asset threshold. Their challenge was that most visitors were anonymous and lacked the necessary financial data for qualification. They turned to LeadPost and its Data Enrichment service to solve this problem.

LeadPost implemented its Data Enrichment API to automatically enrich visitor profiles with demographic and financial indicators. This solution allowed Evergreen Wealth to identify 15–20% of previously anonymous visitors and focus their efforts on qualified prospects. The results included smarter segmentation, personalized outreach, and measurable gains in both lead quality and conversion rates for the team.

Evergreen Wealth