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Wealth Identification

WealthEngine’s online prospect research tools are efficient and effective, proven and affordable. Tapping into a collection of 35+ databases to create a single, comprehensive wealth profile on a current client or prospect, you’ll be prepared.

Whether you are updating your sales pipeline, expanding your prospect pool, or preparing for a meeting with a client, WealthEngine’s online database tools give you comprehensive, reliable information in seconds.

Enhance prospecting

  • Identify High Net Worth (HNW) individuals, based on geography or certain wealth attributes
  • Leverage WealthEngine’s investment ratings and data analytics to prioritize prospecting efforts
  • Extend your prospecting universe through your clients’ “Circle of Friends”
  • Be prepared and fully informed going into a meeting with a key prospect

Improve client retention

  • Demonstrate an understanding of your clients’ comprehensive financial picture
  • Improve ongoing dialogue with clients
  • Capitalize on timing of liquidity events
  • Integrate results into your CRM system
FindWealth OnlineSM Prospect GeneratorSM
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Overview

Online individual lookup tool that provides access to comprehensive wealth profiles on high net worth (HNW) individuals, companies, and foundations.

Key Features

  • Simple and advanced search logic cuts across 35+ data sources
  • Relationship builders show your prospect’s Circle of Friends
  • Quality of Match (QOM) scores ensure you reach the right person
  • Ability to set up news-based email alerts to monitor clients and prospects
  • Easy to use, print, and export to PDF or Word format
  • Seamless integration into CRM system

Comprehensive Data

  • Business history - position, title, ownership, history (private business owners and public executives)
  • Education, undergraduate and graduate schools attended
  • Age and Gender
  • Household profile - spouse, children, ages
  • Net Worth Estimates
  • Income, salary and bonus values and details
  • Real estate holdings, including primary residence and vacation homes, with market, assessed and sale values
  • Insider stock and options holdings, including 144 intentions to sell 
  • Luxury Ownership, such as jet and yacht ownership, with details on each craft
  • Philanthropic interests, foundations, affiliations and contributions
  • Personal Interests, clubs, boards, awards
  • Political contributions
  • Contact info, including home and work addresses, phone and email
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Overview Prospect Generator Tour

Online business development database tool specifically
designed to help you identify
new prospects.

Key Features

  • Database consisting of 14 million high net worth individuals
  • Search for new prospects based on wealth, geography, affinity
  • Fully integrated with FindWealth Online for comprehensive individual profiles
  • Easy to use, print, and export to Excel

Comprehensive Data

  • Business history - position, title, ownership, history (private business owners and public executives)
  • Education, undergraduate and graduate schools attended
  • Age and Gender
  • Household profile - spouse, children, ages
  • Net Worth Estimates
  • Income, salary and bonus values and details
  • Real estate holdings, including primary residence and vacation homes, with market, assessed and sale values
  • Insider stock and options holdings, including 144 intentions to sell 
  • Luxury Ownership, such as jet and yacht ownership, with details on each craft
  • Philanthropic interests, foundations, affiliations and contributions
  • Personal Interests, clubs, boards, awards
  • Political contributions
  • Contact info, including home and work addresses, phone and email