43K+
Investment Firms
640K+
People Profiles
AI-Powered
Intelligence
Most investor databases were built for a world that no longer exists. Wealthmetrica is built for the way private markets actually work today.
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.
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.
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.
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.
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.
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.
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.