Financial Services

Infinata’s financial services offerings include premium subscription based products and a professional services division which turns information into insight by developing web-based dashboard and reporting platforms to unlock the value of a client’s data.

Retirement PlanVision

401k prospecting solution that integrates and analyzes sponsor, fee, plan, fund, and performance data from more than 1.5 million corporate retirement plans in the U.S.

  • Plan profiles contain contact information for plan decision makers, benchmark performance, intermediaries and their fee information
  • Configurable lead lists visually highlight all potential opportunities including plan design flaws, fund opportunities and more
  • Subscribers are able to advance sales cycles and better pursue prospects with detailed and reliable fund information
Who Benefits?
  • · Retirement Financial Advisors
  • · TPAs
  • · Asset Management Firms
  • · Broker-Dealer Firms

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High Net Worth Insight

Actionable intelligence on executives with more than $250,000 in liquid net worth

  • Featuring dozens of precise search filters and daily email alerts, subscribers identify new prospects who meet their ideal client profile
  • Each executive profile contains contact details, wealth score, job change alerts, upcoming options expirations, real estate holdings, network referrals, foundations, endowments and personal interests
  • Network profiles enable subscribers to generate warm introductions
  • In addition to finding new clients, advisors use High Net Worth Insight to track existing clients and their businesses
Who Benefits?
  • · Financial Advisors
  • · Asset Management Firms
  • · Private Wealth Advisors
  • · Custodial Firms
  • · Luxury Providers

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Business development service providing proprietary intelligence on liquidity events 6-36 months out, enabling subscribers to identify individuals who stand to receive new wealth

  • Identify individuals who stand to benefit from liquidity events and their contact information
  • Access to executive profiles, company profiles, advisor profiles and M&A transactions
  • Create customizable e-mail alerts to automatically track new intelligence on executives and companies
Who Benefits?
  • · Multi-Family Offices
  • · Private Wealth Advisors
  • · Private Banks
  • · Luxury Retailers
  • · Nonprofits

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