High Net Worth Insight (US)

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.

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.

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.

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 570,000+ retirement plan profiles are updated with the most recent 5500 information which uncover the following opportunities:

Find Hidden Millionaires - HNWI subscribers can target small privately held plans that have an average account balance per participant of at least $1 million. Most people that have substantial assets in a company retirement plan are likely to have substantial non qualified assets as well.

Find Poorly Peforming Plans - HNWI calculates the performance of each plan and compares it with the S&P 500. Subscribers can segment plans based on their performance relative to the S&P 500 and find ones which may be searching for different investment ideas to help bring up their performance. In the same light, subscribers can plug in the name of investment providers who are notorious for charging high fees and/or providing poor performance and get a target list of plans in their area that use these firms to manage their investments.

Find Business Succession Opportunities - HNWI allows subscribers to search for plans based on the date they were established. Subscribers who seek out business succession opportunities can look for small company plans that have been in existence for a certain number of years and have owners who are nearing retirement age.