Palturai reveals your institution's hidden network—transforming it into concrete sales opportunities in wealth management. Wealth Index, Cash Events, and Shortest Path identify who holds wealth, when new liquidity becomes available, and which existing client relationship provides the ideal warm introduction.
Three key questions are decisive:
Who is genuinely wealthy?
When does newly liquid capital become available?
And which existing relationship provides the path for initial contact?
WealthCatalyst answers all three based on a unified data foundation.
WealthCatalyst classifies wealth, detects the optimal timing, and identifies the contact path—from the initial name to a fully prepared meeting.
Shareholdings, corporate valuations, executive positions, and income projections deliver an accurate wealth classification of natural persons—filterable by region, age, gender, and investment behavior.
Systematic calculation of realized liquidity from corporate sales, even when transactions are not disclosed in the public media. Filterable by transaction value and closing date.
The shortest route of contact to a specific prospect: from the target individual, via a shared company and your existing client, directly to your advisor.
Select an existing client or target prospect and uncover which wealthy individuals they are connected to. Turn a single contact into an entire ecosystem of qualified target prospects.
In four steps from target audience definition to a warm, referral-based introduction.
Select relevant prospects by wealth bracket, executive role, region, event, or further criteria.
Cash Events pinpoint exactly who has newly available liquidity. Example: Closing within the last 6 months, volume from €20M upwards.
The Shortest Path reveals which existing client or shared shareholding enables an introduction via referral.
The complete corporate ownership structure at a glance, accompanied by a client-ready PDF report and intelligence on new investments and mandates.
Sample Query:
Wealth bracket of €10M+, Southern Germany region, age 55 to 70. The result is a prioritized target list.
WealthCatalyst establishes a unified data foundation for engaging high-potential contacts—from prospect selection to the initial approach.
Information from diverse sources is consolidated within the BusinessGraph. Complete your research in minutes rather than hours.
Initiate outreach exclusively where wealth, event triggers, and verified access intersect.
Opportunities can be evaluated based on economic relevance, proximity to your institution, and the timeliness of the trigger event.
Companies, individuals, and relationships from publicly accessible sources, continuously updated. Hosted on German servers, fully GDPR-compliant.
How many of your most valuable target clients are currently hidden within data you already possess—simply because no one has connected the dots? WealthCatalyst uncovers precisely these hidden (U)HNWI opportunities. This white paper demonstrates how this works in practice through real-world use cases.
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