Our Solutions: Roadmap to the Wealthy

As a financial services institution or individual advisor, you know that finding the right clients is tantamount to your success. With WealthEngine, you have access to the most powerful tools in wealth identification and prospect research right at your fingertips. Our collection of 35+ wealth databases, comprehensive screening services, and superior data analytics combine to give you incredible insight into your wealth network, helping you to identify, cultivate, and manage individuals with demonstrated wealth attributes that meet your criteria.

Exceptionally easy to use and extremely efficient, WealthEngine’s solutions are widely used throughout the financial services industry.

Wealth Identification Transaction Monitoring Prospect Screening Wealth Analytics
Access individual client and prospective client profiles online through our FindWealth Online tool, and/or expand your prospect pool by tapping into entirely new prospects that fit your criteria using Prospect Generator Track securities and hard asset transactions of corporate insiders with data that’s updated daily. Screen, rank and segment large or small immediately actionable batches of clients or prospects Leverage predictive ratings, statistical modeling, and segmentation to maximize results