Art Intelligence for Wealth Advisors
Instantly deploy art collection intelligence to your clients. Know what they own, what they’re researching, and what to say when they call.
The Problem
One in four ultra-high-net-worth individuals actively collects art. Their collections sit alongside equities and real estate in their net worth — but most advisory firms don’t have the tools to advise on them. When a wirehouse offers art advisory capability, the relationship is at risk.
62% of HNW advisors cite intergenerational planning as the top retention strategy.
Art is the most tangible entry point — 91% of inheritors keep some, 72% keep significant portions.
The advisor embedded in the art conversation stays embedded in the family. The one who can’t, doesn’t.
How It Works
Upload a client list or invite individually. Co-branded with your firm — clients see your name, not ours. Position it as a curated perk: “I’ve arranged access to an art intelligence platform for your collection.”
Conversational onboarding learns their collection. An art market chatbot answers their questions. Photo recognition gives market context at fairs.
Conversation starters each Monday. Activity feed showing who’s researching what. Branded PDF reports under your name. Engagement scoring shows who’s active at a glance. Inactivity alerts flag clients before relationships drift.
Monday Morning
Conversation Starter
Margaret Aldrich — Cecily Brown lot sold at Christie’s for $2.1M, 40% above estimate. Margaret holds two Brown works in her Post-War American Abstraction collection.
Talking point: Discuss portfolio implications and whether to increase position.
Generated for every active client, every week — combining auction results, market signals, and each client’s actual holdings.
Without Egon vs. With Egon
Your Own Research Tool
Research any artist, review any client’s collection, and prepare for any meeting — in natural language, with full access to your client data and live market intelligence.
The Platform
“What’s happening with Kaws?” Clients ask questions in plain language and get sourced answers with auction data and market context.
Snap a photo at a fair — instant intelligence on price, artist trajectory, and collection fit. The feature clients show their friends.
See what clients are researching in real time. If someone is deep into Japanese contemporary, something is brewing.
Quarterly collection reviews, tax documentation, insurance appraisals. PDFs with your firm’s branding — deliverables your clients’ CPAs actually need.
Clients receive a daily art market intelligence digest — auction results, gallery moves, institutional signals — curated to their collection and interests.
A proprietary weekly index of the 100 highest-momentum artists, ranked by auction results, institutional signals, and collector demand. Content clients explore between meetings — and fuel for your next call.
The ROI Case
Egon gives your firm a complete art advisory capability — collection intelligence, market research, branded reports — without the cost or complexity of building one in-house. When you can talk intelligently about a client’s Richter, flag a relevant auction lot, or send a quarterly collection review under your brand, you’re not just managing wealth. You’re managing the assets your clients care about most.
That deeper relationship compounds: collection valuations open lending conversations. Tax documentation and insurance appraisals become year-end deliverables. And clients who engage with their collection through your platform are clients who stay.
Deployment
No hiring. No complex IT integration. Your first client can be live in days.
No per-user charges. Every advisor and every client at your firm gets full access.
Explore conversation starters, client activity feeds, collection analytics, and engagement scoring — populated with sample advisor data you can click through.