Research Intelligence
    wealth data platform

    Access 60,000+ investment firms, their holdings, and their 800,000+ contacts with profile data.

    Wealthmetrica dashboard showing Barrons Mega-RIAs investment advisors data

    16K+

    Investment Firms

    380k+

    People Profiles

    AI-Powered

    Intelligence

    What is Wealthmetrica?

    Powerful tools designed for investors, founders, and dealmakers who want to stay ahead.

    Comprehensive Data

    Access detail profiles on 16k+ investment firms and their holdings

    People Intelligence

    Connect with 380k+ investment reps with verified contact info.

    Real-Time Updates

    Data refreshed monthly so you never miss a data point

    US Coverage

    Track investment firms and investors across every state and category

    Investment Allocations

    Monitor quarterly investment portfolios, fund allocations, and investment patterns.

    Enterprise Security

    Encrypted data and role-based access controls.

    Simple, transparent pricing

    Start free and scale as you grow. No hidden fees.

    Starter

    Free

    Perfect for exploring the platform

    • 100 company profiles/month
    • Basic search filters
    • Email support
    • 1 user seat
    Most popular

    Pro

    $99/month

    For dealmakers who need more

    • Unlimited company profiles
    • Advanced search & filters
    • Deal tracking & alerts
    • API access
    • Priority support
    • 5 user seats

    Enterprise

    Custom

    For large teams with custom needs

    • Everything in Pro
    • Custom integrations
    • Dedicated success manager
    • SSO & SAML
    • Unlimited seats
    • SLA guarantee

    Frequently Asked Questions

    Please contact us if you have any questions.