FindWealth 8

Introducing FindWealth 8 for Financial Services

Easy, Fast & Powerful Wealth Intelligence

As you look to build, cultivate, and manage your book of business, you need a unique approach. With a wealth intelligence solution you can pinpoint and profile high net worth (HNW) individuals to get the most up-to-date, complete picture of their wealth.

Now FindWealth 8 makes it easier and faster, allowing you to systematically understand your customers and prospects – their financial status, their net worth, income, lifestyle, spending patterns and their business and philanthropic associations. Use this insight to qualify prospective customers, upsell current customers, expand your reach and build your pipeline of qualified prospects.

 FindWealth 8 gives you comprehensive, reliable information in seconds.

  • Identify current customers for cross sell and upsell opportunities
  • Discover prospective customers with connections to current customers
  • Segment and prioritize business development efforts on highest value prospects
  • Execute targeted marketing campaigns and sales promotions
  • Maximize marketing ROI

Use FindWealth 8, for online wealth intelligence, when and where you need it.

Contact Sales

Find out more about our solutions or schedule a demo

Sales: 800-933-4446


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Support: 301-215-5980