Wealth Management

Private Bankers, Financial Advisors, Family Offices, Corporate Retirement & Stock Plan professionals use RelPro for identifying leads, increasing their prospecting efficiency and staying up-to-date and informed on their clients and prospects

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RelPro is used by 33% of the top 15 Wealth Management Firms to identify new prospects and cultivate stronger relationships.

Optimize Your Lead Generation Strategies

Find Targeted Business Executive and Company Prospects Faster

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    Target your search by net worth, assets, real estate holdings and more
  • Black Check Mark Qualify prospects with precise net-worth estimates for affluent business executives
  • Black Check Mark Access accurate contact intelligence and in-depth research on one screen
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    Identify organizations looking for wealth management services using Buyer Intent and 5500 filings
RelPro advanced search screen

Build Your Business

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    Create a targeted Advanced Search to find your ideal clients
  • Black Check Mark Find business owners, senior executives, benefits professionals, and other targeted roles with accurate contact information and wealth insights
  • Black Check Mark Identify & research company retirement & benefit plans
  • Black Check Mark Identify opportunities to deepen & leverage your existing client relationships
  • Black Check Mark Discover client & COI referral opportunities

Prepare for Calls and Events

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    Leverage leading wealth intelligence and industry research insights, integrated into the platform
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    Research education, employment, nonprofit associations, political affiliations and giving history for more informed outreach to wealth prospects
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    Use RelPro Alerts to arm you with personal and professional insights to create a memorable impression and stay in touch with clients & prospects
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Streamline Prospecting

  • Black Check Mark Customize search topics to save your team precious time qualifying leads
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    Use our Chrome Extension to research a company, its decision-makers, their contact information, save to your CRM and more without leaving your browser window
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    Export leads directly to your CRM or into a CSV (Excel)
  • Black Check Mark Clean and Enrich out-of-date CRM Contact and Company data
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Develop new prospects while nurturing existing client relationships.

Our wealth management clients report time savings in identifying & qualifying leads, with increased efficiency in staying connected & deepening their relationships with current clients.

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Are you ready for an easy-to-use platform that efficiently nurtures existing relationships while generating new leads?

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