Products

Building a sustainable and healthy business in the wealth market is a challenge.

That’s why we focus our efforts on providing you with the highest quality intelligence to help you make better decisions, more quickly.

With our actionable intelligence, you can:

  • Access the right information, to increase the likelihood of your growing a successful business.
  • Find the information that is essential to locate the new prospects that fit your business, and help you understand their passions, affiliations, business interests, advisors, associates and family ties.

In fact, we can find you information on anything that can help you develop the right approach to win new business.

How can we help you find new prospects?

With a unique combination of intelligence gathering and profiling, along with some of the most powerful proprietary software, we track more than 10,000 sources per day.

We also:

  • Filter prospect lists against your target criteria and uncover key business connections.
  • Our exclusive relationship-mapping tools to understand your prospect’s social circle, ranging from family and close friends, to people who belong to the same clubs and associations as those who share specific philanthropic interests.
  • We find the new HNW and UHNWIs for you – our powerful liquidity event-tracking system uncovers hundreds of new HNW and UHNWIs’ every month.

Dossiers on thousands of HNWs and UHNWIs’

Our detailed Dossiers Database, which includes information on thousands of HNW and UHNWIs in over 200 countries, is continually updated, making it extremely comprehensive and reliable.

Our success in helping our subscribers has led to us providing support for private banks, fund managers, not-for-profit organizations, colleges, universities and schools, as well as luxury brands.

Wealth Insight is part of a portfolio of products and services for the finance industry, including the Private Banker International Briefing Service, and our custom research and consultancy services.

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