Turning Tax Data into Growth: How Powerlytics Helps Firms Target Smarter

In this episode of Next Mile, Matt Reed, Chief Revenue Officer at Powerlytics, joins Kyle Van Pelt to discuss how Powerlytics transforms publicly available tax data into actionable insights for financial firms.

Matt explains how their proprietary data set—built from tax information on every U.S. consumer—helps firms define their Ideal Client Profile (ICP), improve targeting, and drive measurable marketing outcomes.

🎬 Watch the full discussion to learn how data intelligence is shaping the future of prospecting and growth in wealth management.

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