Looking for your Altrata login? Sign in here to access your account
Explore solutions made for specific use cases and industries
Retail banking and wealth management firms thrive on the ability to identify, qualify, and connect with the right clients through verified wealth data, executive, and relationship insights. Altrata delivers the data you need so you can identify and engage with qualified individuals.
In retail banking, it’s important to segment and reach the mass affluent with precision, ensuring outreach aligns with their financial capacity and aspirations.
In wealth management, it’s key to cultivate long-term relationships with wealthy individuals who expect highly personalized service.
Client growth has never been more competitive or more challenging. Wealth managers and business development teams face business-critical challenges that data solutions can address.
Pinpoint the most valuable prospects by wealth, liquidity, and career triggers. Drive client growth with trusted insight, not chance.
Quickly qualify prospects by analyzing their wealth and executive background to prioritize outreach.
Leverage relationship data to reach prospects through trusted networks, enabling your team to access referral channels.
Business Development Manager, PE Value and Portfolio Creation, Big Four Accountancy Firm
From verified net worth and liquidity to sources of wealth, career history, board roles, and personal passions, you’ll have clear access to high-potential prospects, helping your team prioritize where to focus its efforts.
Visualize how high net-worth individuals are connected through executives, board members, or key affiliations. You can quickly get on winning referral paths that can spark meaningful, trust-based outreach.
Get the attention of the right prospects at the right moment, such as when career milestones or wealth events present opportunities for timely and relevant engagement.
Keep your CRM up to date with real-time, enriched data, including net worth, sources of wealth, career moves, and known associates, to capitalize on opportunities with precision and depth.
Discover how a retail bank leveraged Altrata for prequalified leads and warm introductions to grow their customer base.
Their advisors needed a dependable way to prequalify leads and discover warm introductions. They had experience using Altrata tools and decided to scale these insights further with relationship mapping.
They needed a streamlined, reliable workflow that combined breadth (casting a wide net), depth (understanding detailed wealth profiles), and connectivity (mapping relationships) so they could confidently engage prospects and drive faster, more successful outcomes.
With verified HNW profiles, the team was equipped with complete wealth breakdowns and personal career updates, enabling targeted list building and confident outreach.
This workflow has uncovered over 1,200 prequalified board and club contacts, accelerated lead conversion, and helped close bigger deals.
Your next high net worth client isn’t on a list. They’re in your network. Altrata helps you find them, connect with them, and grow with them.