Investor Intelligence
wealth data platform
Access 43,000+ investment firms, their holdings, and 640,000+ contacts with verified profile data. Wealthmetrica aggregates SEC filings, public records, and proprietary sources into one searchable platform — so you can identify, research, and connect with the right investors faster.
43K+
Investment Firms
640K+
People Profiles
AI-Powered
Intelligence
What is Wealthmetrica?
Powerful tools designed for investors, founders, and dealmakers who want to stay ahead.
Comprehensive Data
Access detailed profiles on 43,000+ investment firms including RIAs, broker-dealers, family offices, and institutional investors. View firm-level details like AUM, custodians, investment strategies, and regulatory filings — all in one place.
People Intelligence
Connect with 640,000+ investment professionals with verified contact information. Search by title, firm, location, or role to find decision-makers — from portfolio managers to chief compliance officers.
Real-Time Updates
Our data is refreshed regularly from SEC filings, ADV amendments, and public disclosures so you never work with stale information. Track firm changes, personnel moves, and AUM shifts as they happen.
US Coverage
Track investment firms and financial advisors across all 50 states and every major registration category. Filter by state, metro area, or region to focus on the markets that matter to your business.
Investment Allocations
Monitor quarterly investment portfolios, fund allocations, and 13F holding patterns across thousands of institutional investors. Identify trends in asset allocation and discover which firms are increasing exposure to specific strategies.
Enterprise Security
Your data is protected with industry-standard encryption in transit and at rest. Role-based access controls let you manage team permissions, and our platform is built on secure cloud infrastructure with SOC 2-aligned practices.
How It Works
Go from search to outreach in three simple steps. Wealthmetrica puts the data you need at your fingertips so you can focus on building relationships.
Search & Filter
Use advanced filters to search across 43,000+ investment firms by AUM, location, investment strategy, custodian, or registration type. Narrow your results in seconds to find exactly the firms and people you need.
Research & Analyze
Dive into detailed firm profiles with regulatory data, investment holdings, personnel directories, and historical filings. Compare firms side-by-side and track changes over time to identify opportunities.
Connect & Export
Access verified contact information for key decision-makers. Build targeted lists, export data to your CRM, or use our AI-powered tools to draft personalized outreach based on each firm's profile.
Simple, transparent pricing
Start free and scale as you grow. No hidden fees.
Starter
Try out the platform
- Unlimited company profiles
- Advanced search filters
- Create lists of advisors
- Get emails from any contact
Frequently Asked Questions
Please contact us if you have any questions.