Leading Private Wealth Team Database
Private Wealth Team Data
Gain transparency into private wealth teams at independent aggregators, wirehouses, and independent broker dealers. Including LPL, Merrill Lynch, UBS, Hightower, Cambridge, Cetera, and many more. Arm your team with the intelligence needed to effectively sell into large accounts.
Gain transparency into private wealth teams at independent aggregators, wirehouses, and independent broker dealers. Including LPL, Merril Lynch, UBS, Hightower, Cambridge, Cetera, and many more. Arm your team with the intelligence needed to effectively sell into large accounts.
We’ve simplified uncovering precise data and insight for private wealth teams.
Map and understand over 23,000 wealth teams operating within independent aggregators, wirehouses, and independent broker dealers. Access intelligence including team size, hierarchy, AUM, specialties, & more.
Gain Access to Private Team Wealth Intel
Detailed Profiles for Over
23,000 Private Wealth Teams
& Much More…
Coverage of Top Aggregators, Wirehouses, and IBDs
- Merrill Lynch
- LPL
- Morgan Stanley
- UBS
- Cambridge
- Cetera
- And More...
Identify key decision makers aligned with your objectives and goals
Identify and engage private wealth team decision-makers for teams of any size. Elevate your private wealth team strategy with detailed profiles and executive contacts armed with investment, hobby, alma mater, tech stack, and other details.
Advanced Private Wealth Team Filtering
Easily pinpoint ideal teams based on criteria including parent firm, team size, team AUM, specialties, and more. Focusing your efforts on the right teams and decision makers
Teams Data That Integrates Directly With Salesforce, Hubspot, or API
Ensure your team has the most accurate private wealth team intelligence in your CRM. Our platform automates all data updates including the tracking of team growth and team moves in your CRM. Thanks to our CRM integrations with Salesforce, Hubspot, and others, you can free up resources previously spent on manual updates on private wealth teams.
Discover The Impact Of AdvizorPro On Enhancing Your Business
Drive More Sales Into Large Parent Firms
Team Size
Continuous updates facilitated by our tech and data team guarantee you access to the most current data readily available.
Team Hierarchy
Explore the origins of wealth linked to private wealth teams.
Team AUM
Comprehensive AUM information to effectively reach private wealth teams that match your desired size criteria.
Asset Class Interest
Focus on identifying top-tier private wealth teams according to the asset classes that are of particular interest.
Key Decision Makers
Minimize time wasted, by directing attention towards crucial decision-makers and members of the investment committee.
Allocation Themes
Search for wealth teams and their contacts specializing in niche allocation themes through detailed profiles that encompass ESG, technology, and other relevant areas.
AdvizorPro’s private wealth team data is a game changer for our clients. It enables a new level of transparency into aggregators, wirehouses and large independent broker dealers. Our data and technology teams have put together a truly unparalleled database.
AdvizorPro Founder
Michael Magnan
Need Data on Family Offices?
AdvizorPro also offers access to a family office database of the same high caliber and quality to help you save time and fill your pipeline with targeted prospects.
FAQs
The Private Wealth Team database consolidates crucial information on various divisions, encompassing contact details, investment tactics, expertise, and client profiles. This includes individuals in private equity, venture capital, real estate, and other asset management domains. This tool aids in identifying potential clients, establishing collaborations, and gaining understanding into the investment preferences of diverse wealth teams. Due to the private nature of these entities, not all team offices are publicly accessible, underscoring the necessity of curated databases for research, networking, and business development in wealth management.
AdvizorPro’s distinction in the private wealth teams database lies in our unique approach: blending technology and data analysts to continually gather and enhance team information with daily updates. This enables us to offer comprehensive filtering options, detailed team profiles, and precise contact information, setting us apart from competitors.
AdvizorPro’s database furnishes details about the setup of private wealth teams, their assets, investment preferences, geographical locations, primary contacts, verified email addresses, direct phone numbers, LinkedIn profiles, contact bios, and other extensive information.
The AdvizorPro Private Wealth Teams database undergoes daily updates and contact refreshment.
Recent Blog Posts
Introducing Lead Scoring: Simple, Fast ProspectingAdvizorPro just introduced a powerful new Lead Scoring feature designed to simplify and streamline your prospecting efforts
ETF Trends – RIA Channel Q3 2024This report provides a comprehensive analysis of ETF trends among Registered Investment Advisors (RIAs) within the AdvizorPro database leveraging Q3 2024 13F data.
Advancing Wealth Advisor Intelligence with ContactIQ 4.0Discover how AdvizorPro’s ContactIQ 4.0 revolutionizes financial services prospecting with AI-driven precision, expanded data coverage, and unmatched insights to empower sales and marketing teams