Wealthmonitor

Wealthmonitor is for private banks, wealth managers, financial advisers, private fund managers and institutional fundraising teams that need to identify people whose wealth may be growing through mergers, acquisitions and other liquidity events. It links deal activity to profiles of high-net-worth individuals, helping teams find and assess potential clients, investors or donors while their financial circumstances are changing. Search historical and ongoing liquidity events by factors such as deal type, status, size and region. Profiles connect individuals to relevant transactions and include career, education, affiliation and network details, giving users context for evaluating prospects and personalizing outreach. Alerts flag deal developments and newly published profiles, so teams can follow emerging opportunities. The platform can support client prospecting and relationship development in private banking and wealth management, investor origination for private funds, and donor research for endowments, foundations and university funds. It is designed for professional research and business development rather than personal wealth tracking.

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