Custom Profiling for Financial Services


When you need to know: What can I learn about my customers and prospects?

In-depth, contextual information helps you better understand each of your prospects so you can cultivate deeper relationships and uncover new business opportunities.

In today’s financial services market landscape, the traditional affluent consumers represent the highest potential. It is critical to better understand what drives these investors and uncover ways to speak directly to their current interests, priorities, and needs.

Our proprietary search logic cut across hundreds of unique wealth and lifestyle attributes to provide deeper insight on business ownership, lifestyle and overall affluence. We provide information on 100+ million households, including private business owners and public company executives who account for a significant portion of wealth in America

Get a complete snapshot of your customer or prospect:

Wealth Attributes

  • Net worth
  • Total assets (real estate, income, stock holdings, pension, family foundation)
  • Disposable income
  • Buying behavior and spending patterns


  • Company
  • Title/Role
  • History/Resume


  • Marital status
  • Gender
  • Age
  • Presence of children
  • Education
  • Ethnicity


  • Personal interests
  • Leisure activities
  • Investment activity: Foreign, personal, stocks, real estate


  • Charitable & political affiliation contributions
  • Non profit boards
  • Clubs & awards
  • Contact info: home/business address, emails, phone numbers


Contact Sales

Find out more about our solutions or schedule a demo

Sales: 800-933-4446


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Contact Support

Our support team is standing by and ready to help

Support: 301-215-5980