Products

High Net Worth Insight (US)

High Net Worth Insight helps 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 and 1,000,000+ retirement plans in the United States.

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Foundations & Endowments (US)

Foundations & Endowments provides detailed intelligence on over 125,000 foundations and endowments in the United States. This untapped market can create a tremendous opportunity for institutional asset managers 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.

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Plan Sponsor Insight (US)

Plan Sponsor Insight provides intelligence on over 43,000 pension funds, public plan sponsors, endowments, and foundations & unions — all with assets of $20 million dollars and above.

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wealthmonitor (Europe)

wealthmonitor reports on the strategic intent of private and public companies and provides direct coverage of the decision makers. It reports on the growth initiatives, IPO plans, mergers & acquisitions, and succession issues facing entrepreneurs. wealthmonitor provides exclusive insight to asset managers, fund-raisers, tax lawyers, accountants and private banks. In addition to company coverage, wealthmonitor also provides detailed biographical information on the entrepreneurs and owners behind the companies. wealthmonitor is available through our sister company, Mergermarket.

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