Altrata for wealth managers
Video transcript:
While you’re cold calling strangers, top wealth managers already know exactly who to call to secure their next ultra wealthy client using Altrata.
Altrata’s advanced search helps you identify your next high value prospect with assets to invest. Target by wealth tier, asset type, and liquidity to find your next breakthrough client to increase your AUMAltrata reveals the world’s wealthiest individuals. See their wealth capacity including detailed asset allocation, recent updates and liquidity events, and investment preferences. Understand what they care about personally to build real connections that go beyond the portfolio.
Uncover warm introductions to your most valuable prospects through the trusted connections you already have. Backed by robust data integrity, human-verified profiles and seamless CRM integration, Altrata ensures your outreach is not only strategic, but accurate and effortlessly actionable.
Because million-dollar relationships aren’t built on cold calls. Altrata – where global wealth intelligence meets relationship intelligence. Your next major client is closer than you think.