High Net Worth Insight helps financial advisors increase their book of business with exclusive insight about the wealthy individuals in their area.
- • Coworkers, industry peers
- • Foundations and endowments
- • Alma mater connections, trustees
Money in Motion
- • New executive appointments
- • Insider transactions and M&A activity
- • Promotions
- • Liquidity events
- • Companies in transition
- • 401k rollovers
Estimated Liquid Net Worth
- • Compiles all known information
- • Score represented alongside sources
- • Prospect by score
Agile and Powerful
- • Schedule meetings and calls
- • Manage private notes
- • Track activity
Inside Our Data
2.5 Million Executives
Comprehensive profiles include contact details, wealth score, job change alerts, upcoming options expirations, real estate holdings, network referrals, personal interests and more.
Company profiles contain company news, financial information, insider transactions for executives, retirement plans and more.
6 Million Properties
Estimate how much equity a person has with real estate holding information including location and mortgage information.
Find executives who recently acquired a high value of liquid assets, using this information sourced from the SEC Forms 3 and 4.
Powered by Retirement PlanVision, corporate retirement plan profiles include searchable financial data from the 5500.
Find individuals who will likely be acting on an option soon by tracking upcoming exercise and expiration dates.
Stay up to date with aggregated news on M&A deals, IPOs and venture financing.
Get the most of High Net Worth Insight with online or in-person trainings.
Stay up to date with our newest strategies and product features.
Our product and support teams are responsive to subscriber feedback and we love to get your input.
High Net Worth Insight
High Net Worth Insight helps financial advisors and luxury brand providers increase their book of business with exclusive insight about the wealthy individuals in their area. Featuring dozens of precise search filters and daily email alerts, subscribers identify new prospects who meet their ideal client profile.
Get a live demo today to gain access to over 2 million wealth individuals.