Catchlight offers wealth management firms an AI-driven segmentation and funnel analysis capability that groups prospects by shared characteristics and identifies which lead sources are producing the best results.

The platform analyzes a firm's full lead pipeline to surface patterns across prospect segments — such as demographics, estimated income, and age range — enabling growth teams to identify their ideal customer profile and concentrate marketing spend on the highest-converting sources. Catchlight's resources page lists Funnel Analysis as a named product feature that helps firms discover which sources are driving results. The company states it has analyzed tens of millions of investor leads representing over $12.7 trillion in estimated investable assets, giving its models visibility into trends across the industry.