Choose from over 100,000 potential wealth management prospects who best fit your focus.
See the source of wealth and investment preferences of your target clients at the touch of a button.
Prepare client meetings more efficiently and save 30% of your preparation time.
Palturai’s advanced search enables financial service providers to identify individuals whose estimated wealth and socio-demographic criteria match their target segment. Based on criteria such as Palturai’s Wealth Index, investment behavior such as business angel or investments in VC/PE funds, financial service providers discover hidden potentials with € 2 – 100 million. To optimize their sales efforts, financial service providers can filter out their targets by knowing a client or contact who can warmly welcome them.
With the Palturai Client Map Maker, financial service providers can obtain the most important information about existing and potential clients in a state-of-the-art visualization with just a few clicks. It starts with a (potential) client. This is expanded to include their family office, their investments or their functions in companies and committees. The Client Map Maker saves time, keeps the results up to date and makes it easy to use all the results for further applications and discussions.
The Palturai Cash Informer notifies financial service providers shortly after a cash event has occurred. It also predicts which investors will have a cash event in the next 12 months. This allows financial service providers to approach individuals well in advance of the event to build trust and increase the likelihood of being allowed to act as an asset manager.
Use estimates of people's assets based on their beneficial ownership and shareholdings.
Find out at an early stage and automatically which target person has a cash event in order to place your offer there.
Use our AI to find out which entrepreneurs are likely to sell their companies next year.
Determine the direct contact path to your lead and let mutual acquaintances establish contact.
Find and qualify new potential customers.
WealthCatalyst offers access to almost all wealthy individuals in Germany and Austria and helps you to select the target persons who best match your target group in terms of assets, age or investment behavior.
Prepare for customer acquisition and appointments faster and more holistically.
Preparing appointments is easier, faster and better with WealthCatalyst.
All the necessary information in one system with a clear visualization, perfectly usable online or as a file.
Increase your AuM through early and complete information about cash events.
WealthCatalyst enables financial institutions to increase their assets under management much more efficiently.
“Warm introductions increase the chances of success in acquiring new customers.
For the second time, we are represented in the “Steirische Mobilität” magazine of ACstyria in Austria. The magazine is aimed at companies and decision-makers from the ACstyria Mobility Cluster network, a network of around 300 companies from the automotive, aerospace and rail systems sectors – with over 70,000 employees and a total turnover of more […]
The integration of customer data into the Palturai BusinessGraph often leads to exciting “aha” effects. For example, when it becomes clear that a number of private customers occupy high-caliber professional decision-making positions. After all, why shouldn’t you take advantage of the fact that, for example, the board of directors of a company has enough confidence […]
The target group of the super-rich is highly coveted, but difficult to reach. After all, the celebrity millionaire who publicly flaunts his wealth is the exception rather than the rule. And if you do manage to identify your target customers, that doesn’t mean you will reach them. Approaching them on social networks doesn’t work, and […]
