Discover Private Employers' Retirement Plans
The most comprehensive sales prospecting tool for private wealth managers.
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Understand Key Company Benefit Plan Details
- Total assets under management (AUM)
- Total active participants vs. total participants
- Employee contribution amount
- Total income
- Fidelity Bond amount
- Total expenses (administrative expenses & employee-sponsored expenses)
Discover and build sales prospect lists
- Search by plan type, total assets, and total participants to discover your target demographic.
- Save your company to a watchlist to track its financial performance.
Our Differentiators
Private-FocusedOther financial intelligence companies lack the commitment to the private sector and spend many of their resources chasing publicly available information. We devote 100% of our resources to the private data sphere.
Combining the best of AI with a human touchRather than depend wholly on data-scraping and algorithmic data modeling, we employ the best of both worlds to bring you millions of data points quality assured by our team of experts.
Best-in-class industry classificationOur competitors use large-scale classification systems which miss crucial distinctions within categories. Our industry-leading keyword tagging helps you discover with precision.
Our Data Methodology
Finding private financial data is often a fragmented, disorganized, and inconsistent process in an opaque market. With over a decade of experience in private financial data collection and modeling, our multi-step approach provides you with the most accurate and in-depth intelligence, saving you time and money.
- Our process begins with our curated list of reputable data sources of filings, publications and credible news sources.
- We use these sources to educate, inform, and model our AI and machine-learning algorithms to uncover revenues, employee counts, valuations, growth signals, deals, and more.
- Our highly trained team of data scientists and engineers then verify and update thousands of individual profiles on a rolling basis, ensuring accurate, up-to-date information.
PrivCo Wealth helps you target companies at scale
Join today to save on research time and focus on closing better deals.
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