Infinata supports elite financial advisors, broker-dealers and wealth managers by providing them with a steady stream of leads and intelligence to identify and understand new client opportunities. Using our portfolio of online solutions, you will be able to precisely target and close business before your peers even know about the opportunity.
Which Products are Right for Me?
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 Real-time directory of wealthy individuals providing financial advisors with quality leads in your area who meet your custom ideal prospect criteria. High Net Worth Insight
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 Journalism-based intelligence service uncovering potential M&A activity along with the individual shareholders who stand to benefit. wealthmonitor
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 Comprehensive database with the most information available on public plans, corporate pension plans, foundations, endowments and union/Taft-Hartley plans. Plan Sponsor Insight
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 Innovative solution combining detailed retirement plan data with powerful analytic tools investigating territories, performance benchmark and fee structures. Retirement PlanView
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