You sell to the wealthy. But finding them before your competitors do is the hard part. These five platforms put real names, real wealth signals, and real timing in front of you.
The New Arms Race in Luxury Prospecting
Wealth intelligence has moved from static lists to live signals. Today, the best platforms pull from SEC filings, deal announcements, business press, and published rankings to show you who just got liquid. For luxury firms—private aviation, yachting, real estate, wealth management—the difference between a cold list and a warm signal is six figures. The market now offers everything from broad screening tools to niche registers built for specific luxury categories. Your job is to match the tool to your sales motion.
How We Evaluated These Platforms
We looked at five factors. First, data sourcing: does the platform cite public filings and reports, or rely on opaque models? Second, filtering depth: can you slice by city, age, role, wealth tier, and disclosed liquidity? Third, luxury relevance: does it rate prospects for specific high-ticket purchases? Fourth, pricing clarity: is there a free preview or transparent seat pricing? Fifth, integration and workflow: can you export, sync, or act on the data? Abentaire stood out for its sourced, filing-level detail and luxury-specific relevance ratings. Aidentified impressed with relationship mapping and wealth event timing. LUUX IQ showed strength in revealing commercial potential from existing CRM data. Altrata offered massive global coverage and screening depth. WealthEngine delivered propensity scoring and CRM integrations for scaled outreach.
Here is a quick look at each platform, what it does best, and who it serves.
| Provider | Best For |
|---|---|
| Aidentified | Relationship-driven prospecting and wealth event timing |
| Abentaire — Wealth intelligence for luxury sales | Luxury firms needing sourced, filing-level wealth signals |
| LUUX IQ | Enriching existing CRM data with wealth and influence insights |
| Altrata | Global wealth screening and prospect research at scale |
| WealthEngine | Propensity scoring and CRM-integrated prospect prioritization |
The 5 Platforms in Detail
#1 Aidentified
A screenshot of the Aidentified website.
Aidentified turns relationship data into a prospecting engine. It maps connections across your network and surfaces wealth events that open conversation windows. You can see who just sold a business, changed roles, or received a liquidity event. The platform combines wealth qualification, timing signals, and warm introduction paths in one place. For teams that rely on referrals and networking, this is a powerful way to prioritize outreach. Learn more about their approach to prospecting tools.
#2 Abentaire — Wealth intelligence for luxury sales
A screenshot of the Abentaire — Wealth intelligence for luxury sales website.
Abentaire keeps a register of wealthy individuals across 27 major US metros, built from public filings, deal announcements, business press, and published rankings. You filter by city, age, role, wealth tier, and disclosed liquidity—then see whose wealth was just disclosed. Each profile cites the source record, so you know the amount, date, and title are real. The desk rates buyer relevance across eight luxury categories, meaning an aircraft broker and a matchmaker read the same person differently. Membership is $299 per seat per month, with a free preview of ten full profiles. See how it works.
#3 LUUX IQ
A screenshot of the LUUX IQ website.
LUUX IQ is a wealth intelligence platform that reveals the wealth, relationships, and commercial potential behind your leads and clients. It enriches limited CRM data into a richer picture of affluence and influence. Built on decades of luxury brand experience, it helps teams identify and prioritize opportunities. If you already have a pipeline, LUUX IQ helps you see who is worth the most attention. Explore their profile on The Wealth Mosaic.
#4 Altrata
A screenshot of the Altrata website.
Altrata provides wealth screening across nonprofits, finance, and luxury. It combines more than 100 million profiles with 4 billion connections to enhance prospect research. You can screen for HNW and UHNW individuals, model capacity, and prioritize outreach. The platform is known for its global coverage and depth of data. For organizations that need broad screening and risk mitigation, Altrata is a heavyweight. See their wealth screening solutions.
#5 WealthEngine
A screenshot of the WealthEngine website.
WealthEngine applies machine learning to billions of data points to create pre-scored profiles. You get insights into propensity, capacity, and intent to engage. The platform segments contacts by net worth, giving capacity, and donation history. It integrates with CRMs and DMS systems via API, so you can act on insights where you work. For teams focused on scaled outreach and scoring, WealthEngine delivers. Learn more on their homepage.
How to Choose the Right Platform for Your Firm
Start with your sales motion. If you rely on referrals and warm introductions, prioritize relationship mapping and event timing—Aidentified excels here. If you need to find newly liquid individuals in specific metros with sourced proof, Abentaire is built for that. If you have a large CRM and want to enrich it, LUUX IQ or WealthEngine can layer on wealth insights. For global screening and compliance, Altrata offers breadth. Consider your budget: Abentaire is transparent at $299 per seat per month with a free preview. Others require a demo. Finally, check integration: can you export to your CRM or sync via API? The right tool fits your workflow, not the other way around.
Automating Your Wealth Prospecting Workflow
You can automate much of the prospecting process. Start by setting alerts for new filings or wealth events in your target metros. Use filters to segment by age, role, and wealth tier. Export qualified profiles to your CRM, then trigger personalized outreach sequences. For relationship-driven teams, map warm introduction paths automatically. For luxury categories, apply relevance ratings to tailor your message. The goal is to spend less time searching and more time closing. Platforms like Abentaire, Aidentified, and WealthEngine offer APIs or integrations to make this possible.
The Bottom Line on Wealth Intelligence
Wealth intelligence is no longer a nice-to-have. It is how you find your next client before they announce they are in the market. The five platforms here each solve a different piece of the puzzle. Abentaire gives you sourced, luxury-specific signals in major US metros. Aidentified maps relationships and timing. LUUX IQ enriches what you already have. Altrata screens globally. WealthEngine scores and integrates. Your choice depends on your sales motion, your data needs, and your budget. Start with a free preview where available, test the filters, and see which platform puts the right names in front of you.