Looking for more high-value investment clients? Start with better data.

Privacy-safe, fresh data enables more effective targeting and marketing

Relying on first-party data alone, such as demographics, purchase data and transaction history, offers a limited one-dimensional view of your clients. Today’s wealth management and investment firms need to reach new pockets of prospective clients and retain existing ones. The Resonate Investments data set allows you to create a holistic picture of current, ideal and prospective clients in a simple, cost-effective, privacy-safe way. Our rich, robust data goes deep to reveal psychographics—like sentiment, intent, preferences, and behaviors—so you can enrich your first-party data and create custom audiences to improve acquisition and create long-lasting, high-value client relationships.

Investments Data Video Thumbnail

Find and attract new investment clients

Privacy safe banking data

Privacy compliant

Access privacy-safe data – anytime, anywhere – to reveal investment-specific insights into US consumers.

Banking data points

324 investment-specific attributes, plus 14,000+ more

Add these attributes to your 1st-party data to get the bigger picture of what your customers – and your competitions’ customers – want and what affects their choices. 

Custom contextual banking data

Resonate custom intent data

Leverage real-time data to find out the investment topics US consumers are researching now.

Investment marketing resources

Step-by-Step Guide to Effective Data-Driven Investment Marketing

Your complete guide to putting AI powered data to work today.


Investment Switchers Infographic

Find out who is switching investment firms & why + who’s at risk.

Get Infographic

How to Pick the Right Data Partner

Critical things to ask, consider, and avoid when finding a consumer intelligence partner.


80% increase in website visitors
30% increase in digital revenue YoY
59% decrease in CPA

Ready to learn more?

AI-powered data provides a powerful understanding of your customers that improves marketing performance throughout the lifecycle. Connect with us to learn more.

Sales: 855-855-4320