Registered Rep. and WealthEngine have partnered to help you meet your prospecting goals. Through this subscription-based service, you can search WealthEngine’s comprehensive database to find those prospects that best fit your ideal customer profile. The service also provides access to detailed wealth profiles of these individuals, helping make your conversations more productive.

How it Works

Prospect Generator is a tool designed specifically to help asset managers find new clients and attract their wealth. From WealthEngine’s database of 35M individuals, over 13M have a net worth over $1,000,000. Generate and develop your own highly qualified prospect pools by selecting different criteria based on your needs.

Key Features

• Search for new prospects based on wealth, geography, affinity
• Fully integrated with FindWealth Online for comprehensive individual profiles
• Easy to use, print, and export to Excel

FREE TRIAL

WE’RE SO SURE THIS TOOL WILL HELP YOU, THAT WE’RE LETTING YOU TEST DRIVE A LIMITED USE VERSION AT NO CHARGE. SIMPLY ENTER A ZIP CODE AND NET WORTH RANGE IN THE TOOL TO THE RIGHT AND CLICK SUBMIT.

Find Detailed Search Results

Search across our 35 databases to identify and capture your best high net worth, accredited prospects. Drill down into your prospect’s wealth to get a clearer picture of their investment capacity and enhance your results by accessing wealth-related information about their circle of business and personal associates.

Export to an Excel Spreadsheet

Create segmented lists of accredited investor prospects and easily export them into Excel or print a PDF of their complete profile

Create Individual Financial Profiles Build a comprehensive profile that includes information about their real estate holdings, stock holdings, business associations, board affiliations, boat and aircraft ownership, charitable contributions, political leanings and other informative details that will help you strategize effectively.

View a Product Demo Now

Subscribe to Our Premium Packages

Silver Package	Gold Package	Platinum Package
3 month subscription - $750 Includes: Unlimited individual searches through FindWealth Online Up to 500 prospect names through Prospect Generator	12 month subscription - $1,995 Includes: Unlimited individual searches through FindWealth Online Up to 1500 prospect names through Prospect Generator	12 month subscription - $5,000 Includes: Unlimited individual searches through FindWealth Online Up to 20,000 prospect names through Prospect Generator