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, Palturai is featured in “Steirische Mobilität”, the official magazine of ACstyria Mobility Cluster in Austria. This publication targets companies and decision-makers within ACstyria’s extensive mobility network, comprising around 300 companies from the automotive, aerospace, and rail industries—representing over 70,000 employees and generating a total revenue of more than €17 billion. Much […]
Integrating customer data into the Palturai BusinessGraph often leads to unexpected insights. Many so-called private customers hold key decision-making positions in influential companies. Why not leverage existing relationships to drive new business opportunities? If high-ranking executives trust you for their personal banking or insurance, they might also trust you with corporate services.
The ultra-wealthy represent an exclusive, highly sought-after clientele, yet they remain difficult to identify and reach. Publicly visible millionaires are the exception, not the rule. Traditional outreach—such as social media targeting or cold calls—is largely ineffective. But Palturai BusinessGraph provides a game-changing approach.
