Profiles of Success:

Bill Krebs, Merrill Lynch - Mentor to Merrill Lynch's top new FAs advises to "intentionalize excellence" to help see the right people to fuel growth

Peter Grave, Morgan Stanley Smith Barney - Top provider of wealth management services to executives relies on High Net Worth Insight’s “Money In Motion!”

High Net Worth Insight is an online database that provides you with the most comprehensive insight and intelligence on high net worth individuals, foundations & endowments, plan sponsors, and retirement plans.

We help asset/wealth managers, broker dealers, financial advisors, and other financial services professionals research new prospects and track and leverage their existing client base to generate referral opportunities. A subscription to High Net Worth Insight provides you with searchable data and insight on:

• 2,500,000+ high net worth individuals
• 1,000,000+ retirement plans
• 125,000+ foundations & endowments
• and much more...

With new information available on a daily basis, you can continuously track the activities of wealthy individuals and the businesses and foundations they are involved with, including: new job appointments, investor manager hires, stock holdings and transactions, and M&A activity.

Signup for an online demo today.

Custom Solutions

High Net Worth Insight provides a variety of solutions to meet our clients' varied prospecting needs. Each solution is designed to ensure that your firm's time and resources are utilized in the most efficient manner possible. Some of our solutions include:

• Tracking of your existing clients
• Social networking to generate referral opportunities
• Corporate access license to the High Net Worth Insight database. 

Click here to learn more.