How Stenner Wealth Partners+ Built a 10X Information Edge with Altrata

Altrata helped a boutique Canadian wealth team prepare for high-stakes conversations, build trust faster with ultra high net worth families, and turn preparation into an easy ROI decision

Client’s goals

Stenner Wealth Partners+ is a boutique team, with cross-border licenses and clients in both the US and Canada, operating within a larger organization. Competing for the trust of ultra wealthy families and family offices meant the team needed more than research on paper. Ultra wealthy families want to feel like they’re working with a connected team, not a single advisor, so Stenner Wealth Partners+ needed a way to build that same level of familiarity and preparation across the whole team, not just its lead advisor. 

The Altrata difference

For years, Stenner Wealth Partners+ has used Altrata’s Wealth-X reports to map connectivity points around the families and individuals they want to engage. That research lets any team member walk into a client interaction already familiar with the family’s footprint, so the relationship feels consistent across team members. 

That preparation shapes how the team shows up in every client conversation. Rather than leading with a broad or generic approach, Wealth-X reports let advisors weave in real points of connection, from shared interests to overlapping networks, so prospective clients feel like the team has genuinely done its homework rather than assembled a data dump. 

Impact

Ahead of a recent meeting with a prospective billionaire client, Thane Stenner, Senior Portfolio Manager and Senior Wealth Advisor, used Altrata’s data to learn significantly more than he expected going in. The added context let the conversation flow naturally, and the prospect told him directly: “You’ve really done your homework.” The same research has also helped the team avoid pursuing prospects who, unbeknownst to them, had a prior conflict with an existing client. Thane estimates the reports make his team 10X better prepared for introductions, a level of preparation that has directly helped close business and, by his own account, pays for the subscription many times over. 

• Client: Stenner Wealth Partners+
• Region: Canada / Cross border North America
• Altrata products: Altrata’s Wealth-X