Reliable Intelligence to Drive Growth

Altrata delivers verified wealth, executive, and relationship intelligence to help financial services firms identify qualified prospects, accelerate deals, and onboard clients with confidence. Discover the data advantage with Altrata.

Altrata is our first go to. It provides us a window to get insight into deals and is a great conversation starter. Time and time again it has been worth it.

Business Development Manager, PE Value and Portfolio Creation, Big Four Accountancy Firm

Uncover High-Value Opportunities with Data

Whether you’re looking for HNW clients or investors, Altrata’s suite of solutions will help your firm unlock new levels of growth

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Global wealth intelligence

Verified wealth insights to power HNW prospecting and market intelligence

Build smart prospecting lists

Engage HENRYs and HNW individuals with contact information and personalized insights

CRM enrichment

Integrate up-to-data on net worth, source of wealth, known associates, career moves, & more

Relationship mapping

Visualize connections and relationships to find referral paths

Explore the Altrata Advantage

Unparalleled Wealth Intelligence for Engaging HNW Clients

Human-verified insights on the world’s wealthy to power business development, client segmentation, onboarding, and equip your team with trusted market intelligence.

Access detailed wealth profiles including net worth, source of wealth, asset allocation, and more for prospecting, client segmentation, and due diligence
Enrich your CRM with wealth data to uncover more qualified prospects
Request unique dossiers and custom analytics for deeper insight into market trends to inform expansion and fuel growth priorities
Understand your target market segments to inform expansion and growth priorities

See Our Wealth Data

Access 100M+ Profiles on the Mass Affluent, HNWIs, and Executives

Gain a 360-degree view of current and potential clients to fuel outreach and marketing strategies.

Build high-value prospect lists of HENRYs and HNW individuals with verified contact information and personalized insights
Better serve your clients and personalize outreach with insight into financial milestones, career events, and lifestyle changes
Save hours of manual work with instant access to curated data on your target prospects
Receive alerts on individuals to power perfectly timed outreach

Access Target Profiles

Enhance Your CRM with Up-to-Date Intelligence

Seamlessly sync current and relevant data into your CRM with flexible data enrichment solutions.

Add insight into career moves, board roles, company updates, network insights, and more
Minimize time spent on administrative tasks, spend more time connecting with clients
Segment clients and build prospect lists with better data integrated in your workflow

Level Up Your CRM

altrata's strategic relationship mapping

Map Key Relationships for More Referrals

Discover who knows who and identify warm introductions that reveal new clients and push deals forward.

Identify strategic referrals with visibility into connections you can leverage in your organization, client base, and larger network
Gain critical context on your prospects and clients
Understand your organization’s and clients’ affinities and influence

Leverage Connections

Use Insights to Accelerate Dealmaking

For investment banks, private equity, and venture capital firms, Altrata drives successful deals with verified intelligence on decision-makers and the relationship paths to reach them. Get real-time alerts on leadership changes, uncover referral paths, and revive stalled deals. Inform portfolio strategy with insight into M&A activity, executive churn, and pre-exit signals. With Altrata, give your team a strategic edge to source and close deals faster.

Discover Tools for Dealmaking

Integrations

Seamlessly fit our data where your team works

Our Clients Have an Edge with Altrata

Leveraging Altrata’s Insights for a Complete Customer View

Bombardier leveraged Altrata’s wealth data in their Salesforce environment to effectively prioritize leads. With access to wealth intelligence in their CRM, they were able to drastically improve the effectiveness of their sales team.

This is an example of how companies can successfully leverage our unparalleled people insights to identify their most likely, prospective clients.

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Gaining Critical Insight into Deal Flow

A Big Four Accountancy Firm’s private equity value and portfolio creation team used Altrata’s BoardEx to access detailed profiles of PE firms and portfolio company executives, relationship paths, industry news, and alerts on role changes and M&A activity.

Using Altrata’s solutions, the team could quickly identify warm introductions and organizational insights, improving their team’s effectiveness and their clients’ satisfaction.

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Discover the Altrata Advantage

Whether you’re growing client assets, sourcing qualified investors, trying to resurface a deal, or navigating complex compliance requirements, Altrata provides the tools you need to achieve growth goals.

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