This week
Start here.
The week's best opportunities across every client, ranked by opportunity score: dollar size times confidence, faded by age. Hover a score to see how it's built.
Ranked opportunities
- 1$8.5M
- 2Large Inflow / OutflowHugo Calloway · UHNWHugo Calloway moved $6.7M from Your Firm brokerage account to Morgan Stanley brokerage accountNew$6.7M$6.7M
- 3Wallet Share ChangeHugo Calloway · UHNWHugo Calloway's share of assets with your firm went from 59% to 47%New$6.5M$6.5M
- 4Large Inflow / OutflowCaleb Marchetti · UHNWCaleb Marchetti moved $1.8M from Your Firm brokerage account to E*TRADE brokerage accountNew$1.8M$1.8M
- 5Convertible Held AwayRafael Wakefield · HNWRafael Wakefield linked a new Interactive Brokers brokerage account with $1.6MNew$1.6M$1.6M
- 6Large Inflow / OutflowDominic Jansen · HNWDominic Jansen moved $1.2M from Morgan Stanley brokerage account to Your Firm brokerage accountNew$1.2M$1.2M
- 7Wallet Share ChangeRafael Wakefield · HNWRafael Wakefield's share of assets with your firm went from 69% to 39%New$1.4M$1.4M
- 8Employer ChangeCeleste Zielinski · HNWCeleste Zielinski moved from Nvidia to Amazon, pay up 4%New$1.1M$1.1M
- 9$841.8K
- 10Cash StagnationFelix Sterling · HNW$1.1M has sat idle in Felix Sterling's Capital One savings account for 6 monthsSent to CRM$1.1M$1.1M
- 11Large Inflow / OutflowRafael Wakefield · HNW$837.7K left Rafael Wakefield's Your Firm brokerage accountNew$837.7K$837.7K
- 12Wallet Share ChangeDominic Jansen · HNWDominic Jansen's share of assets with your firm went from 29% to 40%New$879.1K$879.1K
- 13Convertible Held AwayAria Vance · HNWAria Vance linked a new Charles Schwab brokerage account with $549.6KNew$549.6K$549.6K
- 14$782.3K
- 15Large Inflow / OutflowDesmond Achterberg · HNW$439.3K left Desmond Achterberg's Your Firm brokerage accountNew$439.3K$439.3K
- 16Convertible Held AwayBennett Lockhart · HNWBennett Lockhart linked a new E*TRADE brokerage account with $456.7KNew$456.7K$456.7K
- 17Wallet Share ChangeOwen Kowalski · HNWOwen Kowalski's share of assets with your firm went from 39% to 29%New$418.9K$418.9K
- 18Net Worth DropDesmond Achterberg · HNWDesmond Achterberg's net worth is down 11% in 30 daysNew$477.2K$477.2K
- 19Large Inflow / OutflowEsme Achterberg · HNWEsme Achterberg received $333.7K into their Bank of America checking accountNew$333.7K$333.7K
- 20Convertible Held AwayEzra Halvorsen · Mass AffluentEzra Halvorsen linked a new Vanguard IRA account with $387.5KNew$387.5K$387.5K
- 21$348.8K
- 22Large Inflow / OutflowFelix Sterling · HNWFelix Sterling moved $332K from Wells Fargo savings account to Wells Fargo checking accountNew$332K$332K
- 23Employer ChangeMateo Osei · Mass AffluentMateo Osei moved from Salesforce to Delta Air Lines, pay up 13%New$244.2K$244.2K
- 24Net Worth SpikeHenry Eriksen · Mass AffluentHenry Eriksen's net worth is up 50% in 30 daysNew$217.3K$217.3K
- 25Large Inflow / OutflowHenry Eriksen · Mass AffluentHenry Eriksen received $218.2K into their Edward Jones brokerage accountNew$218.2K$218.2K
- 26Employer ChangeMateo Quintero · Mass AffluentMateo Quintero moved from Pfizer to Salesforce, pay up 24%New$186.6K$186.6K
- 27401(k) RolloverTessa Prescott · Mass AffluentTessa Prescott's Salesforce 401(k) has had no contributions for 90 daysNew$140.5K$140.5K
- 28Large Inflow / OutflowKenji Quintero · Mass AffluentKenji Quintero received $119.8K into their Vanguard brokerage accountNew$119.8K$119.8K
- 29Net Worth SpikeKenji Quintero · Mass AffluentKenji Quintero's net worth is up 26% in 30 daysNew$117.3K$117.3K
- 30Wallet Share ChangeHenry Eriksen · Mass AffluentHenry Eriksen's share of assets with your firm went from 56% to 43%New$121.4K$121.4K
- 31Wallet Share ChangeLuca Mensah · Mass AffluentLuca Mensah's share of assets with your firm went from 33% to 20%Reviewed$120.3K$120.3K
- 32Convertible Held AwayLucia Vasquez · Mass AffluentLucia Vasquez linked a new Vanguard brokerage account with $118.7KNew$118.7K$118.7K
- 33$88.1K
- 34401(k) RolloverImani Sandoval · Mass AffluentImani Sandoval's Microsoft 401(k) has had no contributions for 90 daysNew$88K$88K
- 35Crypto ActivityEsme Fontaine · Mass AffluentEsme Fontaine bought $92.2K of EthereumSent to CRM$92.2K$92.2K
- 36Tax EventVictor Pemberton · Mass AffluentVictor Pemberton sold $180.5K of securities, about $92K in gainsNew$92K$92K
- 37$69.2K
- 38Income ChangeTessa Prescott · Mass AffluentTessa Prescott has a new recurring deposit of $6,400 from Rental income: Oak St propertyNew$76.8K$76.8K
- 39Income ChangeArjun Pemberton · Mass AffluentArjun Pemberton has a new recurring deposit of $5,300 from Royalty paymentsNew$63.6K$63.6K
- 40Spending ShiftSamuel Gallagher · UHNWSamuel Gallagher's shopping spending is up 92% over the last 3 monthsNew$74.5K$74.5K
Showing the top 40 of 53 open signals this week. Dismissed signals are left out.