Who uses us
HeyAlbert for Certified Public Accountants
Find the founders, executives and families whose financial lives just got more complex.
Who it's for
CPA firms and tax advisors offering tax planning, trust and estate, business advisory and family-office services to affluent Indian-American clients.
The problem
An IPO, an acquisition, a cross-border investment or a new family foundation changes a household's tax picture overnight. Those are exactly the moments a strong advisor can help, but the signals are scattered across SEC filings, nonprofit filings and the news.
How HeyAlbert helps
Spot complexity early
Equity events, insider transactions and new businesses flag households likely to need sophisticated planning.
See foundations and trusts
Family foundations and their public 990 filings appear on the dossier, with officers and sources.
Understand India ties
Cross-border business and philanthropic ties are captured where public, a signal for international tax needs.
Cite everything
Every fact links back to its source filing or article, so you can verify before you reach out.
An example workflow
An illustrative workflow, not a customer story.
- 1
Filter for founders and executives with a liquidity event or a new family foundation.
- 2
Read each dossier for business interests, foundations and India ties.
- 3
Check the cited SEC and nonprofit filings for detail.
- 4
Export a shortlist to your CRM and offer a timely, specific planning conversation.
All teams using HeyAlbert
- Registered Investment Advisors (RIAs)
- Private bankers & wealth managers
- Insurance agents
- Estate planning & trust attorneys
- Real estate agents
- Real estate companies (India, Dubai)
- Non-profits
- University advancement & major gifts
- Political candidates & fundraising
- Founders & fund managers raising capital
- Luxury brands & concierge services
- Executive search & board recruiters
See it with your own prospects
Start a 2-day free trial once we confirm your use case, or talk to us about bespoke intelligence reports.