High Net Worth Insight is a dynamic and continually updated online prospect intelligence solution to help financial advisors, luxury brand providers and private wealth managers increase their book of business. Sign up for a free demo to learn more.
Create a Steady Stream of Wealthy Prospects
Close more business faster by finding ideal prospects in your area who match the specific desired criteria of your ideal client profile - such as wealth score, job status, insider trade history, life stage, etc.
By using dozens of intuitive search filters within High Net Worth Insight, you will be able to identify new prospects every day and spend time only on the opportunities you know you can close. Download our one-page product brochure to learn more.
Features and Benefits
In addition to 2.5 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.
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.