Accredited Investor Leads

ALC has extensive experience marrying trends in the financial arena with data solutions that identify the right prospects for financial services. Relying on our expert advice, financial marketers capitalize on boom times and successfully navigate through turbulent economic waters.

Today’s wealthy investors, savers and borrowers seek smart investments and advice in private equity, stocks, mutual funds and retirement investments. Drawing from measurable personal financial data, Wealth Window provides access to households with over $1MM in liquid assets.

Our sophisticated financial models identify true high net worth individuals based on investable money at hand as well as their financial personas pertaining to saving, investing, borrowing, credit cards and insurance.

Wealthy Investor Identification Factors

Data Solutions for Financial Services Marketers

Targeted Financial Services Email & Mailing Lists

Please contact us for a financial services marketing consultation that you can take to the bank.

Testimony to Success

"ALC's helpful and knowledgeable staff have been an important part of our business for several years. ALC is a top-notch company with excellent wealth data and fantastic service." - Robert B. Morris, C.O.O., Larkspur Data