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Signals feed Opportunity queue Analytics How it works About

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Every person and account is made up, for illustration only.

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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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How
About

Income Change

Detected Jul 5 · Jul 5, 2026

Luca Mensah has a new recurring deposit of $7,850 from Mensah Consulting LLC

Luca Mensah · Mass Affluent · 50-59 · Nashville, TN · Advisor Dana Whitfield

Opportunity

$94.2K

Confidence

75%

Score

Why it fired

3 deposits since May 6, about $94.2K a year of new income.

Rule: A new recurring deposit, or a recurring paycheck that changes by 8% or more.

Recurring deposits

Evidence (3)

Mensah Consulting LLC
May 6, 2026 · Citibank checking account
+$7,850
Mensah Consulting LLC
Jun 5, 2026 · Citibank checking account
+$7,850
Mensah Consulting LLC
Jul 5, 2026 · Citibank checking account
+$7,850

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Update the plan and contribution levels

“Luca, I noticed new regular income coming in. Congratulations! Let's make sure the plan and your savings rate keep up with it.”

A prompt for a conversation, not financial advice.

Status: Reviewed

More for Luca Mensah

Wallet Share Change
Luca Mensah's share of assets with your firm went from 33% to 20%
3d agoReviewed$120.3K
$120.3K
Convertible Held Away
Luca Mensah linked a new Vanguard IRA account with $401.1K
Nov 6Reviewed$401.1K
$401.1K
Life Event
Luca Mensah's spending points to a home renovation: $19.6K on home improvement in 60 days
Nov 4Reviewed$19.6K
$19.6K
Retirement Gap
Luca Mensah is on pace to miss about $3,236 of employer match this year
Aug 15New$3,236
$3,236
Retirement Gap
Luca Mensah is on pace to miss about $3,236 of employer match this year
Aug 16Sent to CRM$3,236
$3,236