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

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.