WEALTHAWK Inc

We detect, track and deliver data on people with new wealth who need your advice

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WEALTHAWK Inc

We detect, track and deliver data on people with new wealth who need your advice

Service Provider Categories

  • Client Engagement
  • Other

Overview

WEALTHAWK is a revolutionary AI-powered lead generation service that spots ideal prospects in the earliest phase of their buying cycle: as they’re being created. It identifies people who have recently received financial windfalls via liquidity events and are driven to seek financial advice. WEALTHAWK then compiles a profile of these ideal prospects and assesses their financial position, empowering WEALTHAWK customers to improve their engagement rate with personalized outreach to highly targeted audiences.

Services Provided

  • Other
  • Technology Tools
  • Thought Leadership

What to expect in the first meeting

Learn how WEALTHAWK detects, tracks and delivers your ideal prospect. We'll demo our platform and customize our content to your specific needs.

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