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Wealthmonitor

HQ Location

London, United Kingdom

Website Address

www.wealthmonitor.com

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Solution introduction

Find opportunities within the high net worth community

Discover the new wealthy

Early stage wealth creation
Early stage proprietary intelligence into the strategic intentions of private and public companies and the beneficiaries

Identify beneficiaries
Detailed in-depth profiles triggered by potential and current liquidity events on shareholders, executives and their holdings

Develop client relationships
Spot networking opportunities with HNW individuals and advisors

Research the market in depth

  • Deep-dive research
    Find opportunities with HNW individuals and advisors

  • Custom research
    Commission custom profiles based on your business needs

 

Features

Content is curated by specialist journalists and analysts, and Wealthmonitor features powerful search and profiling features to help you identify and research HNWIs with precision.

  • Early-stage intelligence: We report on the strategic intentions of private and public companies, and the beneficiaries, before events happen
  • In-depth profiles: Research the detail about shareholders and executives – wealth, business interests, background, interests – that helps you build relationships
  • Precision targeting: Identify clients by country, region, industry sector, nationality, interests and level of current and/or potential new wealth
  • Automated alerts: Get updated as soon as wealth details change
  • Individual advisor profiles: Connect with HNWIs via advisors’ networks and deal activities
  • Custom research: Commission custom HNWIs profiles to meet specific requirements

Wealthmonitor in numbers

  • 600+ journalists and analysts worldwide
  • 2,700 dossiers added each month
  • 200,000 HNWI profiles
  • 450,000 individual advisor profiles with access to each advisor’s network and deals
  • EUR 1.06 trillion estimated wealth covered
  • EUR 2.6 trillion potential new wealth covered

Key Data

PRICING
  • Bespoke
  • Free
  • Subscription (SaaS)
WEALTH MANAGEMENT CLIENTS
101-250
Implementation Methods
  • Download
  • Website access
Type of Clients
  • Financial planner
  • Global Private Bank
  • Investment fund manager
  • Local Private Bank
  • Private Client Investment Manager
  • Regional Private Bank
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence
  • Asia
  • Western Europe

Wealthmonitor

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Connect with Wealthmonitor

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