For wealth & advisory firms
Walk into every introduction knowing the person and who connects you.
For wealth managers, family offices, and the advisers, CPAs and attorneys who grow through referrals. Know a prospect’s situation, who in your network connects you, and who’s in the room at every event.
Felix Rowan offered to introduce Mara Ellery. What should I know first?
Looked up Mara Ellery in Arbiter
Situation: founded Lattice Orchard Systems; sold part of her holding in a June controlling-stake sale and stayed on as an adviser. Terms weren’t disclosed.
Interest: longer-term giving to practical science education, decided jointly with her spouse.
Careful: she’s asked that her advisers not be approached until she confirms. Felix’s offer is only to ask whether she wants an introduction.
Each point links to its source in your record.
Before the first meeting
Prepared for the person, not just the portfolio.
1
Their situation and what they care about
A sourced read on the moment they’re in, what they’ve said matters to them, and how they like to work with advisers. What wasn’t disclosed is reported as undisclosed.
Mara Ellery
Fit and interest
Documented founder transition
Moved from chief executive to paid adviser after the June 2026 sale.
Interest in sustained educational giving
Works on a science trust’s teaching kits; an annual supporter since 2024.
Keeps her existing advisers
Named her estate adviser, accountant and lawyer, and wants them involved.
Decides jointly at home
Giving decisions are made with her spouse.
Who connects you to Mara Ellery
Her estate-planning adviser. He has offered to ask whether she’d like an introduction.
They serve on the same science trust board: shared work, not an introduction route.
2
Who in your network connects you
Clients, referral partners and contacts, with what each tie actually is. A board seat in common isn’t the same as an introduction, and the record says so.
3
Prospects in the room
Upload the guest list for a dinner, breakfast or conference and say who you’re hoping to meet. You get the people who match, anything that needs a closer look, and namesakes kept apart from your guests.
Bayhaven Founders Breakfast
Your goals
Founders who have sold a company in the last year.
Matches your goals · 2
- Mara Ellery · on your record; sold part of her holding, June 2026
- Delphine Ashcombe · co-founder; her company was acquired July 1, 2026
Diligence · 1 flagged
- Garrick Olsen-Varga · a regulator’s settlement over fund offering materials
Namesakes kept apart
- Hollis Wren · two other people share the name; neither is pinned on your guest
Your referral partners, mapped
The attorneys, CPAs and bankers who send you people, and who they connect you to.
The people around them
Family and existing advisers, as the record shows them, so you know who else is in the decision.
Bring your list
Import the clients, prospects and contacts you already track from a spreadsheet.
Works in your tools
Ask in Claude next to your CRM, or use the dashboard on its own.
How to start
See it first. Then try it on your own prospects.
1
A 30-minute demo
We walk through a demonstration wealth office with you, in Claude and in the dashboard.
2
A pilot on your own people
Your own account, with research included, to try on real prospects and guests. Free of charge.
3
A plan that fits
Plans are sized by how much research your firm runs. We’ll set one up from what the pilot showed.