Registered Investment Advisors

A new way for RIAs to meet tomorrow’s wealthy clients today.

While other RIAs chase the same leads, Altrata connects you to tomorrow’s wealthy clients today. Access insights on 6M+ high-earning professionals to accelerate client acquisition, eliminate dead-end leads, and grow your RIA business strategically.

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Take a tour of the platform below and learn how to transform your approach to lead generation with Altrata

A new platform designed to accelerate client acquisition and grow AUM strategically

Early wealth identification
High-quality lead generation for advisors
Perfectly timed outreach

Early wealth identification

Spot wealth in the making with insights into career progression and earnings potential. Connect with high-earning professionals before other advisors even know who to talk to.

High-quality lead generation for advisors

Eliminate dead-end leads and build high-value prospecting lists. Focus your business development on professionals who match your ideal client profile.

Perfectly timed outreach

Never miss the perfect moment to reach out. When someone you follow gets promoted or changes jobs, we’ll tell you right away. And with verified email addresses, you’ll know exactly how to reach out.

Ready to access millions of high-earning professionals and grow your AUM?

0M+

Global individual profiles with verified data

0%

HENRY profiles (High Earners, Not Rich Yet)

0M+

Roles

0M+

Organization profiles

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Learn how Altrata helps RIAs locate HENRYs - High Earners Not Rich Yet.

Unlock more value with instant access to qualified RIA leads

Who will be wealthy tomorrow? The signs are there today and we’ll show you. Get access to verified data on millions of high-earning professionals, especially HENRYs (High Earners, Not Yet Rich) who are ready for financial guidance.

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Top industries for HENRYs in our database

Banking & Finance

Business & Professional Services

Health Care

Technology

Designed to fit how you work

Altrata’s web platform was designed with busy RIAs in mind, integrating effortlessly where you work today. Each feature helps you find qualified leads, learn about their career history and trajectory, successfully connect with them, and convert them to clients.

Instantly find specific professionals you’ve identified through other channels and discover if they’re on the path to wealth before you invest too much time.
Leverage millions of verified emails and LinkedIn profiles to contact with confidence.

Build targeted lists of high-earning professionals that match your ideal client profile, focusing your efforts where they’ll deliver the most growth.

Know exactly who to prioritize with our at-a-glance wealth potential indicators. Focus your time on professionals with the highest potential for AUM growth.

Connect with the people you follow at exactly the right moment with career milestone alerts, letting you know of a promotion or job change.
Personalize your outreach to be more relevant by using insights on career history and professional milestones.

Schedule time with our team today

Request a personalized demo to see how Altrata can fit into your workflow and help you reach your AUM growth goals.

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