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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 5M+ high-earning professionals to accelerate client acquisition, eliminate dead-end leads, and grow your RIA business strategically.

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Click below for an interactive demo of the Altrata platform

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

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?

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Profiles of high-earning professionals with verified data

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HENRY profiles (High Earners, Not Rich Yet)

0M+

Roles

0M+

Organization profiles

Infographic about the number of global individual profiles

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

Leverage our wealth intelligence

Banking & Finance

Close bigger deals, faster

Business & Professional Services

Personalize your Campaigns

Health Care

Uncover Common Interests

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.

Altrata Platform - Profile of Fortune 500 Board member, VHNW
  • 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.
Upgrade Your Prospecting Strategy
Altrata Platform - Target List
  • Build targeted lists of high-earning professionals that match your ideal client profile, focusing your efforts where they’ll deliver the most growth.
Decrease Cost of Acquisition
Altrata Platform - Profile of Elite Earner
  • 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.
Spot Wealth Early
Altrata Platform - Career updates
  • 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.
Connect When it Counts
hands typing on computer

Schedule a demo

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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