Find, Understand and Contact High Net Worth Clients.

How well do you know your customers? Do you know their net worth, income or investable assets? Do you know when they change? Do you know how much of their net worth you are currently managing?

WE know this, and more. WE have accurate knowledge of the net worth, investable assets, income, lifestyle and interests of over 120m households in the US and we know how to contact the ones you don’t already know. So whether you’re researching your existing clients in order to mange more business or finding new clients to expand your customer base, WE can help.

With Findwealth 8 from WE, you can:

  • Get a list of prospects matching the wealth and lifestyle characteristics of your best customers
  • Get your prospect list scored for net worth, investable assets and income
  • Find out who your current clients know to get referrals