Receive a Steady Stream of HNW Prospects

High Net Worth Insight is a dynamic online prospect intelligence solution which helps financial advisors and luxury brand providers increase their book of business with exclusive insight about the wealthy individuals in your area. 

Featuring dozens of precise search filters and daily email alerts, you will identify new prospects who meet your ideal client profile with details including contact information, wealth score, job status, insider transactions, network referrals, foundations and endowments, personal interests and more. Get a free demo to see the prospects you've been missing.

Features and Benefits

In addition to nearly 2 million wealthy American profiles with asset data and current contact information, High Net Worth Insight provides tools to help you connect with new prospects in need of financial management services. View a sample profile to see what you can learn.

• Money in Motion - Meet executives in your area with recent wealth-creating events such as a promotion, company sale or exercised stock options
• Referral Center - Find shared connections with prospects to generate trusted referrals and warm introductions from your network
• Foundations & Endowments - Review boards and contributors of over 125,000 entities
• Biographical Info - Search profiles on life interests such as military veteran status, private jets, grandchildren and more
• Real-time Alerts - Track companies and individuals and notifies you by email as soon as new activity is reported
• Integrated CRM - Prioritize and monitor activity without leaving High Net Worth Insight

Top 10 Prospecting Best Practices

Read our free white paper to learn 10 innovative prospect best practices to help you find and close new wealthy clients in an uncertainly global econony.

Institutional Opportunities

Proactive institutional clients provide their financial advisors with access to High Net Worth Insight as a tool to increase business development or as an incentive reward for strong performance. High Net Worth Insight may also be white-labeled and provided as a prospecting tool or performance reward for FAs using your corporate branding and identity.

Begin a Conversation

Contact us to make more money in less time using High Net Worth Insight.