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Signals feed Opportunity queue Analytics How it works About

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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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About

Large Inflow / Outflow

Detected Oct 29 · Oct 29, 2026

Owen Kowalski received $974.1K into their Edward Jones brokerage account

Owen Kowalski · HNW · 50-59 · Atlanta, GA · Advisor Elena Brandt

Opportunity

$974.1K

Confidence

85%

Score

Why it fired

Source: Business sale escrow. A deposit this size usually has a story behind it.

Rule: A single movement of $100K or more, or three times the client's 12-month average.

Edward Jones brokerage account balance

Evidence (1)

Business sale escrow
Oct 29, 2026 · Edward Jones brokerage account
+$974,100

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

Suggested next step

Ask about the purpose: windfall, purchase, or moving money elsewhere

“Owen, I noticed a $974,100 deposit on Oct 29. Nothing wrong at all, I just like to stay close to big changes. What's the story behind it?”

A prompt for a conversation, not financial advice.

Status: Reviewed

More for Owen Kowalski

Wallet Share Change
Owen Kowalski's share of assets with your firm went from 39% to 29%
7h agoNew$418.9K
$418.9K
Net Worth Spike
Owen Kowalski's net worth is up 47% in 30 days
Oct 30Reviewed$1.1M
$1.1M
Large Inflow / Outflow
Owen Kowalski moved $315.8K from Kraken crypto account to Ally Bank checking account
Jul 25Sent to CRM$315.8K
$315.8K
Crypto Activity
Owen Kowalski sold $315.8K of Solana
Jul 25New$315.8K
$315.8K
Net Worth Spike
Owen Kowalski's net worth is up 12% in 30 days
Mar 6Sent to CRM$268.6K
$268.6K