High Net Worth Insight (US)

High Net Worth Insight provides you with the most comprehensive and accurate data available on over 2.5 million high net worth individuals and the 1.1 million retirement plans they are associated with.

A subscription to High Net Worth Insight provides you with a full wealth profile for each individuals as well as...

Money in Motion! Events - Each day, HNW Insight tracks new executive appointments, promotions, insider transactions, and M&A activity. This data provides unique opportunities for the investment community --including IRA Rollovers, wealth creation events and wealth transfers. This data allows you to track existing clients and target new prospects at the exact time they are in need of financial advice.

Wealth Scoring - HNW Insight provides a wealth score for each high net worth individual within the database. This allows users to sort the ultra-wealthy ($10m plus) from the affluent and emerging high net worth population to allow for more targeted prospecting and profiling.

Social Networking - Each HNW Insight executive profile has a social networking feature to allow users to identify avenues to begin to build a relationship. Social networking can be an extremely powerful source of referral generation as it allows you to connect your existing clients to new prospects.

Daily E-mail Alerts - HNW Insight delivers new updated leads to you every day to provide you with a continuous stream of new business opportunities. This can include new wealth creating events in your area or more specifically any changes within your existing client base.

Our data on high net worth individuals, foundations, and retirements plans can be accessed through a corporate access license or by linking with your existing CRM and/or other internal systems.

In addition, talk to us about how we can help you leverage your existing information and identify the best opportunities within your existing client base.

Sign up for a free online demo today.