High Net Worth Insight

High Net Worth Insight helps financial advisors increase their book of business with exclusive insight about the wealthy individuals in their area.

Key Features How it works

Inside Our Data Analysis you need

Resources Learn more

Subscriber Benefits How you benefit

About Us What we do

Contact Let's get in touch

Key Features

Referrals

Warm Introductions

• Coworkers, industry peers
• Foundations and endowments
• Alma mater connections, trustees

Money in Motion

Precise Timing

• New executive appointments
• Insider transactions and M&A activity
• Promotions

Sales Strategies

Best Practices

• Liquidity events
• Companies in transition
• 401k rollovers

Wealth Score

Estimated Liquid Net Worth

• Compiles all known information
• Score represented alongside sources
• Prospect by score

CRM System

Agile and Powerful

• Schedule meetings and calls
• Manage private notes
• Track activity

Customization

Tracking & Email Alerts

• Define your territory
• Track existing clients
• Find ideal prospects

Inside Our Data

2.5 Million Executives

Comprehensive profiles include contact details, wealth score, job change alerts, upcoming options expirations, real estate holdings, network referrals, personal interests and more.

300,000 Companies

Company profiles contain company news, financial information, insider transactions for executives, retirement plans and more.

6 Million Properties

Estimate how much equity a person has with real estate holding information including location and mortgage information.

Insider Transactions

Find executives who recently acquired a high value of liquid assets, using this information sourced from the SEC Forms 3 and 4.

Retirement Plans

Powered by Retirement PlanVision, corporate retirement plan profiles include searchable financial data from the 5500.

Potential Transactions

Find individuals who will likely be acting on an option soon by tracking upcoming exercise and expiration dates.

News

Stay up to date with aggregated news on M&A deals, IPOs and venture financing.

Get started today and find ideal prospects in your area.

Resources

Prospecting Best Practices

White Paper

Subscriber Benefits

Training

Get the most of High Net Worth Insight with online or in-person trainings.

Webinars

Stay up to date with our newest strategies and product features.

Collaboration

Our product and support teams are responsive to subscriber feedback and we love to get your input.

About

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High Net Worth Insight

High Net Worth Insight helps financial advisors and luxury brand providers increase their book of business with exclusive insight about the wealthy individuals in their area. Featuring dozens of precise search filters and daily email alerts, subscribers identify new prospects who meet their ideal client profile.

Get a live demo today to gain access to over 2 million wealth individuals.

Contact

Let's get in touch

Contact us to learn more about High Net Worth Insight, schedule a demo, or sign up today.

Contact details

41 Farnsworth St, Boston
MA 02210, United States
[email protected]
+1 781 762 9450