Use WealthEngine to uncover assets among high-net-worth clients and better qualify prospects. We have aggregated 25+ databases to identify real estate, stock, election contributions, philanthropic donations, company bios—even airplane and boat ownership.

WealthEngine’s web-based research products are simple, fast and secure: use our detailed profiles for your high-net-worth up-sell initiatives.

Whether you want to do a quick search on a new prospect or review stock and other hard asset data on your clients, we deliver the information you need to stay informed and get ahead.

WHO can you research?

    • Clients
    • Prospects
    • Company Insiders
    • Special Event/Seminar Attendees
    • Prospecting Lists - Chamber of Commerce Directories or other Individual/Business Lists
    • Companies
    • Foundations
    • Nonprofit Organizations

WHO uses WealthEngine's FindWealth products?

    • Banks examine customer assets for cross selling initiatives
    • Broker-dealers review client and prospect assets
    • Financial holding companies screen clients from prospective firms
    • Insurance sales executives appraise assets and review clients
    • Marketing managers screen new lists for targeted direct mail
    • Wealth advisors research current and prospective clients

WHY use WealthEngine's FindWealth products?

    • Identify & qualify the best, high-net-worth prospects in your area
    • Use for key sales opportunities and networking—everyone from marketing to wealth management to executive services can benefit
    • Obtain hard asset, biographical & philanthropic information from more than 25 public databases
    • Review securities data daily from the previous day’s market performance
    • Monitor important stock transactions through email alerts
    • Apply cutting edge technology to your marketing efforts
    • Expedite and simplify routine analyses on clients and prospects
    • Access facts based on disposable assets not demographic models
    • Develop a profile of your clients for up-selling and cross-selling initiatives
    • Rely on our experienced staff—the best and brightest in the market—to develop a custom plan for your research needs

Contact our Sales Department for details.