Powerlytics is transforming the way wealth management firms, banks, credit unions, and lenders achieve growth by delivering accurate, comprehensive data on 100% of U.S. households. Its latest innovation, TrueWealth, provides unmatched visibility into the investable assets and income of U.S. households, enabling users to identify, score, and engage high-potential prospects with precision in real time through its easy-to-use platform.
Powerlytics’ proprietary products leverage comprehensive financial data, underpinned by source of truth data from the IRS. By eliminating incomplete and inaccurate prospecting data, users can:
Find, score, and prioritize prospects based on their income and investable assets, including stocks, bonds, mutual funds, retirement accounts, and deposits
Build precise customized profiles by analyzing total household income and asset composition
Improve marketing and lead generation efforts by targeting ideal clients with precision
“With organic growth proving to be a major challenge—at just 2-3% net new per year for most RIAs—financial institutions need a smarter way to expand their client base,” said Kevin Sheetz, CEO and cofounder at Powerlytics. “The TrueWealth platform eliminates guesswork, providing firms with the most accurate and actionable wealth data available to drive sustainable growth.”
Powerlytics’ proprietary database, developed by a team of PhD economists, delivers the most complete, accurate, and frictionless financial data on the market. Wealth management firms, credit unions, and banks can now move beyond traditional growth methods and gain a competitive edge by confidently targeting high-value prospects.
