Discover Private Employers' Retirement Plans
The most comprehensive sales prospecting tool for private wealth managers.
Explore a World of Private Companies Data
- Discover detailed insights with our advanced search, featuring:
- In-depth private company information
- Financial & valuation insights
- Funding and deal data
- Reliable growth rates
- Clear ownership information
- Identify companies in various industries and niches, tailored to your unique requirements.
- Swiftly sift through a vast array of data points to uncover the insights you need, when you need them.
Understand Key Company 401K Benefit Plan Details
Search by Industry-specific indicators for employee benefit plans, including:
- Size of assets in a 401k plan
- Companies that have Fidelity Bond issues and are in violation of ERISA
- Companies with 401k plans that have low employee participation rates
- Companies with more 401k participants than current employees
- Companies that most likely do not have a 401k plan or don't have a plan they personally manage (i.e. PEO)
- 401k plan yearly performance (i.e. find out which 401k plans are underperforming the market) [Coming soon]
Find Wealthy Business Owners
- Use advanced search filters that allow you to find the perfect prospects among business owners based on a company’s revenue and valuation.
- Customized list-building tools for generating targeted lists for specific campaigns or client segments.
Discover and build sales prospect lists
- Save your searches to a watchlist
- Start finding new clients right away (contact information for plan administrators and others at the company are available)
Our Differentiators
Private-Focused
Other 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 touch
Rather 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 classification
Our 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.
Discover a wealth of new business opportunities today!
Save on research time and focus on closing better deals.
Get Started Now!
