Financial Services
We have developed the world’s largest data set on individual wealth and the world’s leading market research team to provide financial service professionals the tools to maximize lead generation and obtain greater assets under management.
Segments we serve
- Wealth management and private Banking
- Investment and asset management
- Insurance
- Independent advisors
- Credit cards
- Hedge funds
- Management consulting
- Investment banking
- Family office management
- AML/KYC compliance
- Private equity
New client acquisition
- Curated records of UHNW and VHNW individuals to glean insight and leverage a prospect’s known associates.
- Added intelligence to reveal the asset breakdown of ultra wealthy individuals with the capacity to do business with your organization.
- Tools to effectively qualify wealthy prospects and adhere to rapidly growing compliance/KYC regulations.
Client retention
- Maintain and grow wallet share more effectively with insight into important changes to net worth and other personal details.
- Request bespoke datasets most relevant to informing your growth strategy.
The team is flexible and responsive to our requests and their insightful work confirms their reputation for engaging and understanding the wealthy around the world.
Swiss Global Financial Services Company
Product highlights
Work the way you want
Product highlights
Work the way you want
Product highlights
Product highlights
Insights
Effectively prospecting the ultra wealthy – Discover, research, and engage
Introducing a new guide from Altrata offering a blue print for successful prospecting of the world’s wealthiest individuals.
Insights
Billionaire Census
Altrata releases its first Billionaire Census, the ninth edition of this study powered by Wealth-X data. Explore the growth of the billionaire class and access insight into this small but influential population.
