Wealth
Get direct visibility into the global private wealth ecosystem, powered by the largest global dataset of family offices.
23,500+
People
3,700+
Single-family offices
2,000+
Multi-family offices
1,000+
Foundations
400+
Private banks
1,400+
Wealth managers
* These figures are subject to change, as new profiles are continuously added.
Spot opportunities faster, understand how investors think, and connect with the right people with confidence
Our Wealth solution brings together proprietary data and expert insights across family offices, foundations, private banks, and wealth managers in one streamlined platform.
Our family office dataset, the largest of its kind, offers unparalleled insights into both single and multi-family offices.
Private wealth is vast, but visibility is limited
A proprietary, differentiated view of private wealth investors
The private wealth landscape can be complex and opaque. We cut through complexity and provide transparency.
Discover how capital actually moves, connecting investors, decision-makers, mandates, and relationships in one place.
With this, you can:
- Identify and prioritize the investors that matter most to you.
- Track how strategies shift and capital is allocated in real time.
- Discover investor intentions and manager preferences.
- Act on live and forward-looking investment mandates.
- Anticipate market moves with expert editorial insight.
- Map fund relationships and portfolio exposure with precision.
Act with clarity with a connected intelligence platform that tracks where private wealth capital flows.
Data that digs deep
Designed for fundraising and business development
Access data that isn’t publicly available. Our intelligence is sourced through direct relationships with investors and industry participants and is continuously updated.
This gives you access to insight beyond public sources.
Get ahead of private wealth capital
Move beyond static data. Access proprietary intelligence that helps you act faster, target smarter, and win more mandates in private wealth.
Stay ahead with real-time intelligence
Stay ahead of the market and act as opportunities emerge.
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Investor alerts:
Track the profile updates, activity, and mandates that matter most to you. -
Editorial insights:
Stay informed on emerging trends and capital movements. -
Saved searches and tracking:
Monitor evolving opportunities automatically.
Find the right investors, faster
Search across the full private wealth universe with precision using granular filters.
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Strategy and asset class:
Identify investors aligned to your focus. -
Geography:
Filter by region and investor location. -
AuM and preferences:
Target based on size and allocation strategy.
Integrate seamlessly into your workflow
Designed to support end-to-end fundraising workflows.
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Export data:
Download to Excel or PDF for offline use. -
Build lists:
Create and manage targeted outreach lists. -
Share insights:
Collaborate across your team with ease. -
API efficiency:
Streamline your workflow with our API.
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