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Client Quote: "We have successfully setup several conference calls and meetings with great firms by using your database of investment contacts, thank you for the help and keep us updated on future releases."

 

 
 

High Net Worth Wealth Management Database

 

Wealth Management Firms DatabaseOur firm provides an in-depth database of high net worth wealth management firms based in Microsoft Excel. This database consists of 700 high net worth wealth management firms, providing full contact details with each listing. The high net worth wealth management database was created for those fund managers, consultants and institutions which wish to work more closely with high net worth wealth management firms.

 

Top 5 Benefits of Owning the HNW Wealth Management Database:

  1. Gain access to complete contact details on over 700 HNW Wealth Management Firms
  2. Work more efficiently, raise capital faster, help towards meeting capital raising goals
  3. Expand your newsletter reach, contact more investors every day
  4. Take advantage of the 725+ hours our team has spent building our databases
  5. Schedule more conference calls and on-site visits with prospects, grow your pipeline

 

High Net Worth Wealth Management DatabaseOur database was built by hand by completing online research and due diligence on high net worth wealth management firms over the past 6 months. This research was compiled within an Excel spreadsheet and upon purchasing the database this spreadsheet will be emailed to you within 1 business day. To view a sample of this database please click here.

 

Wealth Management Firm Directory Purchase a copy of our HNW Wealth Management Firm Database please click here.

 

Each listing within our database of High Net Worth Wealth Management Database includes the following contact details:

  • Name of Wealth Management Firm

  • Name of a Primary Contact

  • Phone Number (97%+ Complete)

  • Email Address (96%+ Complete)

  • Physical Mailing Address

  • City, State, Zip Code & Country

  • Assets Under Management (AUM)

  • Year Established

  • Description of Fund

 

   
 
 
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