Catchlight offers financial advisors and wealth management firms an AI-powered lead qualification platform that scores prospects by their likelihood of converting to paying clients and surfaces data-enriched profiles to guide outreach decisions.

Catchlight gathers up to 2,000 data points per prospect from public records and commercial data vendors, then uses proprietary AI models trained on over 100,000 advisor-client conversions to assign a conversion likelihood score. The platform surfaces insights such as estimated liquid investable assets, life events, and personal interests, and integrates with CRM platforms including Salesforce, Redtail, and Wealthbox. Catchlight is offered as a commercial subscription product to registered investment advisors, wealth management firms, enterprise banks, and insurance providers; it is not limited to Fidelity's own advisors. Hundreds of firms use the platform as of 2025.