Find new wealth. Win new clients.

Wealthmonitor connects your prospecting to real M&A-driven wealth events—helping institutional banks identify, qualify, and engage high-value clients faster.

For Private Banking, Wealth Management, and Advisors

Private Banking & Wealth Management

Find and qualify new HNW clients earlier so you can showcase your advisory and investment expertise when it matters most.

Advisors

Identify emerging HNW clients, deepen client engagement, and deliver your services with sharper context tied to real market events.

Identify new HNW clients

Profiles built on real transactions, not estimates.

Wealthmonitor delivers detailed profiles of individuals whose wealth stems from M&A driven liquidity events. Each profile is enriched with career history, education, affiliations, and deal context, helping you qualify prospects quickly and personalize outreach. Unlike generic wealth lists, these profiles are grounded in verified transactions, giving you confidence that opportunities are timely and actionable.

Stay ahead with prime intelligence

Get alerts on deals and new profiles – act before anyone else.

Powered by Mergermarket reporting, Wealthmonitor tracks M&A signals, bids, and outcomes that signal new wealth creation. Dual alerts notify you when deals progress and when new HNW individual profiles go live, so you can engage prospects at the right moment, ahead of the market.

Track liquidity events worldwide

Two decades of global M&A activity at your fingertips.

Explore hundreds of thousands of historical and live liquidity events across sectors and geographies. Search by deal type, status, size, or region to uncover patterns and pinpoint prospects. With deal data as your foundation, you’ll know exactly where and when new wealth is being created.