Wealth Intelligence Services

Providing insights for high-net-worth individuals in financial services and banking sectors globally.

Wealth Analytics
Several gold bars are placed on top of a pile of bitcoin coins and US dollar bills, indicating a scene of wealth and finance.
Several gold bars are placed on top of a pile of bitcoin coins and US dollar bills, indicating a scene of wealth and finance.

Wealth Analytics offers customizable market-level data assets specifically designed to meet your organization's needs.

Our research team utilizes the most comprehensive collection of market-level data on affluent individuals, allowing us to deliver data and insights that shape strategies across the financial services, luxury, nonprofit, and education sectors.

The Wealth Analytics team consists of experienced analysts, economists, and thought leaders, all equipped with in-depth knowledge and specialized skills in their respective fiel

A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A vintage black toy car is placed on top of various pieces of currency and financial documents in different colors, including green and red. The background is filled with out-of-focus financial paperwork, creating a context of finance or wealth.
A vintage black toy car is placed on top of various pieces of currency and financial documents in different colors, including green and red. The background is filled with out-of-focus financial paperwork, creating a context of finance or wealth.
Market Research Insights

Gain insight into the wealth landscape of markets that are most relevant to your current strategy.

Access unique market data to refine and adjust your strategies effectively.

Save time and allocate your prospecting resources with confidence.

Forecast the potential return on investment (ROI) of a prospecting strategy before it is launched.

Identify your typical prospect, enabling you to align your strategy with a specific archetype.

Our proprietary model produces statistically significant estimates of total private wealth, investable assets, and the wealthy population worldwide. It covers the largest 100 economies and 250 cities (based on nominal GDP), analyzing data over time and by wealth tier.

Our industry-leading model draws on a comprehensive global database of profiles on affluent individuals. This allows us to derive wealth distribution across specific populations rather than relying solely on the often-used income data. As a result, you get a more accurate understanding of this demographic.

Personalized strategies

Wealth Insights

Providing intelligence for high-net-worth and ultra-high-net-worth individuals.

A digital dashboard displaying various analytics charts and graphs. There is a line graph showing user engagement over time on the left, a section with total revenue marked as $74K, and bar charts illustrating user statistics by region. The central section highlights users in the last 30 minutes, focusing on different countries such as the United States, Canada, India, Pakistan, and Brazil.
A digital dashboard displaying various analytics charts and graphs. There is a line graph showing user engagement over time on the left, a section with total revenue marked as $74K, and bar charts illustrating user statistics by region. The central section highlights users in the last 30 minutes, focusing on different countries such as the United States, Canada, India, Pakistan, and Brazil.
Financial Analysis

Expert insights for informed wealth management decisions and strategies.

A large stack of shiny gold bars neatly arranged on a reflective surface, creating an impression of wealth and opulence. The bars are aligned in rows, with light glinting off their polished surfaces.
A large stack of shiny gold bars neatly arranged on a reflective surface, creating an impression of wealth and opulence. The bars are aligned in rows, with light glinting off their polished surfaces.
Market Research

In-depth analysis of financial trends and investment opportunities.

A luxury car key fob is placed on a wooden surface alongside a set of metallic rings in a figure-eight formation. Partially visible underneath is a piece of currency, suggesting a sense of affluence.
A luxury car key fob is placed on a wooden surface alongside a set of metallic rings in a figure-eight formation. Partially visible underneath is a piece of currency, suggesting a sense of affluence.
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
Brand Collaboration

Partnering with prestige brands to enhance financial services offerings.

Client Engagement

Tailored solutions for high-net-worth client relationship management.