Foundations & Endowments (US)

High Net Worth Insight provides detailed intelligence on over 125,000 foundations and endowments. This untapped market can create a tremendous opportunity for sophisticated broker dealers and RIAs. Our detailed profiles includes powerful information on assets, investment managers utilized as well as the key officers and trustees you need to most effectively reach this audience.

Detailed Foundation & Endowment profiles - Analyze over 125,000 foundations by total assets, asset allocation and financial profile.

Access to Trustee and Officer details - Take immediate action by researching the information on over 1 million trustees & officers.

Find investment preferences - Research investment preferences and key relationships including current investment managers and investment consultants utilized.

Powerful search capabilities - Search and screen through the data to find the right foundations & endowments for your targeting effort.

Leverage your existing client base to reach Foundations & Endowments - Many of your existing clients are most likely involved in charitable activities. High Net Worth Insight provides a service where we match your existing clients to the officers & trustees within our foundation & endowment database.

With the matched information we are able to tell you which foundations your current clients can connect you to. This incredibly powerful solution allows you to quickly tap into a tremendous new source of assets by using targeted referral based marketing.

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