Plutometry Corporation was founded by Sam Barton after decades of experience as a leading practitioner and entrepreneur in the fields of customer wealth metrics, market segmentation, database marketing, geodemographic targeting, and syndicated survey research.

Following work at IBM, Mathematica, and IMS Health in the first part of his career, Mr. Barton joined Claritas Corporation as CEO and led the company in the 1980s to become the leading first-generation provider of wealth metrics data solutions for the financial industry. During that period, he also led the company's development and commercialization of PRIZM, the nation's first neighborhood lifestyle classification model — now a standard tool of consumer marketers in many industry sectors. After its acquisition by the Dutch publishing group VNU, Claritas eventually became part of Nielsen and was later acquired by the private equity firm The Carlyle Group.

In the mid-1990s, Mr. Barton co-founded IXI Corporation and introduced the methodology that powered a second-generation customer wealth metrics system that the financial industry still relies on today. It measures wealth at the neighborhood level by pooling and aggregating, by ZIP+4 Code, the balances in consumer deposit and investment accounts, as reported by the nation's leading financial institutions, and then using the neighborhood metrics to statistically estimate the wealth of constituent households. During the startup years, Mr. Barton built and consolidated IXI's data provider network and then focused on customer wealth scoring and prospect generation applications. He served as Chairman and CEO of the company prior to its acquisition by Equifax.

In the years since, Mr. Barton has researched and experimented with technologies that could enable the next-generation methodology for calculating customer wealth metrics. Quartet is a principal result. It is an AI-driven system that predicts held-away assets by matching client relationship profiles against a proprietary reference database — one Plutometry built from self-reported balance sheet data drawn from a representative sample of investors. Quartet quantifies and maps asset consolidation opportunity — advisor by advisor, client by client — to create a comprehensive new toolset for the hard but vital work of winning share of wallet.