WealthEngine provides you with the most complete, up-to-date wealth picture
of both the clients that are currently driving your business and the prospects that have the potential
to become
your best future clients.
Leverage your clients' professional and social "Circle of
Friends" to expand your prospect base.
With over 20 years of experience and a collection of 35+ wealth databases,
we offer proven online database tools, comprehensive wealth profiles, predictive analytics, and a seasoned team of experts that can
help you maximize your results.
WealthEngine's FindWealth Online Database and Prospect Generator can help you:
- Access comprehensive wealth profiles on individual clients
and High Net Worth prospects - Find new prospects in your geographical area
- Screen, segment and optimize your customer database
- Search for stock sales and other liquidity transactions
- Identify real estate holdings, including primary residence and vacation homes
- Use WealthEngine's unique Circle of Friends feature to extend
your marketing reach
Learn More or call 800-933-4446.