Unlock Your Next High-Value Client Relationship
Precision data for discerning wealth managers and financial advisors
Identify and Engage High-Net-Worth Individuals
Traditional prospecting methods often fall short in the complex world of wealth management. CompanyTrack provides the deep insights needed to pinpoint potential HNWIs and understand their financial landscape.
Targeted HNWI Prospecting
Move beyond generic lists. Use CompanyTrack to identify potential high-net-worth clients based on specific wealth indicators: director roles, shareholdings, company valuations, funding events, and liquidity signals.
Refine your search with criteria such as:
- Significant shareholding changes
- Director appointments in high-growth companies
- Company exits or M&A activity
- Industry-specific wealth concentration
- Filter by individual shareholders vs corporate entities
- Filter by shareholding percentage (e.g., 20% or more)
- Filter by past or present shareholding status
For example, you can identify individual shareholders owning 20% or more of a company with at least £5 million in EBITDA.
Comprehensive Client Due Diligence
Build trust and ensure compliance with in-depth client profiles. CompanyTrack aggregates data on directorships, shareholdings, company performance, and potential risk factors, giving you a holistic view of a client's financial standing.
Key insights include:
- Full directorship history
- Detailed shareholding structures
- Company financial health indicators
- Related party connections
- Changes in past or present holdings
Empower Your Wealth Advisory Practice
Leverage CompanyTrack data to enhance every stage of the client lifecycle.
HNWI Identification
Pinpoint individuals with significant wealth indicators through director roles, shareholdings, and company success.
Client Onboarding & KYC
Streamline due diligence and KYC processes with comprehensive data on client affiliations and financial history.
Portfolio Monitoring
Track changes in client-related companies (performance, funding, M&A) to inform investment strategies.
Identifying Liquidity Events
Get alerted to potential liquidity events like company sales or major funding rounds for timely outreach.
Competitor Analysis
Understand the landscape by analyzing the directorships and shareholdings of competitor firms' clients.
Risk Management
Monitor client portfolios for potential risks associated with their company affiliations or director roles.
Tailored for Financial Professionals
CompanyTrack equips various financial professionals with the insights to excel:
For Independent Financial Advisors (IFAs)
- Efficiently identify and qualify new HNW prospects
- Deepen understanding of existing clients' wealth
- Provide more holistic, informed financial advice
For Private Bankers & Wealth Managers
- Enhance client acquisition strategies
- Improve risk assessment and compliance
- Identify cross-selling opportunities
Grow Your Assets Under Management
Discover how CompanyTrack's data can fuel your client acquisition and retention strategies.