The data platform for
leading wealth managers
Meet your new competitive edge
Find the wealthy of the future
Use valuations, shareholdings and exits to identify and assess potential clients quickly and easily. We know wealth generation now happens behind closed doors—so we help you identify those doors, and get through them first.
Win with data
Winning new clients takes work. Our networks feature makes it easy to find connections—so you can always make warm introductions. Attract high net worth individuals with sophisticated, tailored approaches that are driven by reliable, accurate data.
Delight and retain clients
Demonstrate expertise, cement credibility and ensure you’re always the most knowledgeable person in the room with our data. Because we make it easy for you to monitor the market and analyse trends.
Data-driven thought leadership
Establish your business in front of the wealthy of tomorrow. Deliver cut-through articles and thought-leadership content that’s underpinned by market-leading intelligence. Including data you won’t find anywhere else. So you can stay ahead of the competition.