Comprehensive Private Wealth Group Data, Covering Wirehouse & Aggregator Teams
Our proprietary Private Wealth Group Dataset delivers unprecedented access into wealth teams within wirehouses and independent aggregators - arming your team with the detailed intelligence needed to map, access, and sell into this tough to reach market.
private wealth group records
total private wealth group data points covered
PRIVATE WEALTH TEAM COVERAGE
Access Private Wealth Teams Within Independent Aggregators & Wirehouses.
FINTRX's Private Wealth Group Dataset delivers unprecedented access into private wealth teams within wirehouses and independent aggregators - arming you with detailed intelligence into team structure, specialties, networks, investments used, and more...
Historically, private wealth team data has been difficult, if not impossible, to obtain. By unlocking this highly sought after and first-of-its-kind dataset, FINTRX now enables seamless access into the rapidly growing private wealth team ecosystem to drive better outcomes for your business.
Hightower • Mariner • Mercer • Janney • Captrust • William Blair
Access Wealth Teams
Access Independent Aggregators
Efficiently identify hard to find wealth teams within aggregator firms.
Uncover Reps At Target Teams
Uncover key decision makers and executives at wealth groups of interest
Predict & Monitor Wealth Team M&A Activity
Identify key M&A targets for wealth team mergers
Track Team AUM, Asset Flows, Investments Used & More
Monitor key trends and activities within hard to find private wealth groups
Map & Access Wealth Groups Within Parent Firms
Gain visibility into private wealth groups nestled within complex financial institutions. Our unique wealth group dataset maps and provides access to wealth teams segmented within wirehouses, and independent aggregators.
TAILORED WEALTH TEAM FILTERS
Intuitive Wealth Group Filters
With just a few clicks, filter down to the most relevant groups for your business needs. Identify best-fit targets, benchmark group performance and behaviors, and inform your outreach approach with tailored intelligence.
Point & Click Wealth Team Mapping
Easily define territories and regions to segment the marketplace. Map groups layered over your existing coverage areas or prospects to uncover white space regions and optimize targeting.
Track Top Ranked Wealth Teams
Our customer growth rankings and tracking intelligence empowers you to hone in on the highest value wealth teams and prospects. Prioritize groups primed for growth and identify newly launched groups as they emerge.
WEALTH TEAM ANALYTICS
Analyze Wealth Teams by Cohorts
Gaining insights into private wealth groups and identifying opportunities has never been easier. Segment private wealth teams by location, assets under management, service offerings, team structures and much more.