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. He led the development and commercialization of PRIZM, the nation's first neighborhood lifestyle classification model. 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: measuring neighborhood wealth by pooling and aggregating consumer deposit and investment data from the nation's leading financial institutions. In the startup years he built and consolidated the company's data provider network, then focused on customer wealth scoring and prospect generation applications. He served as Chairman and CEO for ten years, through 2004. IXI was later acquired 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.