50
US States Covered
SEC + Public Filings
Primary Sources
AI-Powered
Search & Analysis
Most investor databases were built for a world that no longer exists. Wealthmetrica is built for the way private markets actually work today.
Profiles on RIAs, family offices, foundations and private funds, with AUM, custodians, client types and regulatory filings in one place.
Find the decision-makers at each firm by title, firm or location, then look up their email and phone when you are ready to reach out.
Profiles are refreshed as sources are updated — SEC filings, ADV amendments, and other public disclosures — with the source and date noted. See our Methodology for details.
Investment firms and advisers across all 50 states, SEC- and state-registered. Filter by state to focus on your territory.
Quarterly 13F holdings for thousands of institutional filers. See what each firm holds and how positions changed from the prior quarter.
Data is encrypted in transit and at rest, and CRM tokens are stored encrypted and used only to write to your own CRM.
Traditional databases give you a spreadsheet from 18 months ago and call it intelligence. We give you a living system that tracks mandate shifts, team changes, and portfolio signals every day.
Typical database
Wealthmetrica
From a frustration shared across deal tables to the platform powering modern private-market research.
Our founders, after years of fundraising and deal work, develop the initial version of alternative database research platform.
That initial company was successfully sold and became the standard for institutional alternatives research.
More than a decade later, after managing institutional and retail capital, they became frustrated again with the lack of data. They launched Wealthmetrica to solve a similar frustration.