Larkspur Data will profile and match your customer or prospect files against our comprehensive, historical databases of public and private individuals. We return the matches to you appended with additional information as to why we feel that certain people are wealthy individuals. We provide this to you in any format you like, so you can perform custom searches, export information, print reports, mailing labels, etc.

The benefits to your firm include:

  • Ability to identify low-level clients with far greater potential.

  • Cross-selling and up-selling existing clients is much easier than establishing a new client relationship. WealthMatch will uncover these opportunities.

  • WealthMatch offers a way to efficiently focus your resources on the most promising clients or prospects.