Opportunities You Can Close

Actionable intelligence on high net worth individuals
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High Net Worth Insight helps financial advisors increase their book of business with exclusive insight about the wealthy individuals in their area.

Key Features


Warm Introductions

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

Precise Timing

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

Best Practices

  • • Liquidity events
  • • Companies in transition
  • • 401k rollovers
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Wealth Score

Estimated Liquid Net Worth

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

Agile and Powerful

  • • Schedule meetings and calls
  • • Manage private notes
  • • Track activity
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Tracking & Email Alerts

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


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.

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Subscriber Benefits


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


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


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



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.



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

+1 781 762 9450