Industries We Serve
WealthQuotient’s training and prospect identification helps organizations better understand and connect to their target market, while also defining the proper KPI’s and metrics for tracking success.
Our referral based methodology identifies your most accessible UHNW prospects and gives you the tools and training you need to get more introductions and increase your close rate.
Choose from below:
WealthQuotient helps financial institutions maximize growth in the UHNW market by providing accessible leads and implementing a scalable, standardized and institutionalized referral driven process across entire organizations.
- CPA Firms
- Credit Cards
- Family Office Management
- Hedge Funds
- Investment & Asset Management
- Investment Banks
- Investment Banks
- Independent Advisors
- Management Consulting
- Private Equity
- Registered Investment Advisors
- Wealth Management & Private
Luxury Goods & Services
Providers of luxury goods and services compete in an extremely concentrated market where bespoke strategies influence consumer behavior for the worldwide ultra high net worth population.
- Apparel & Accessories
- Arts & Entertainment
- Consumer Electronics
- Consumer Goods
- Design & Furninshings
- Food & Beverage
- Fragrance & Personal Care
- Home Furnishings
- Real Estate – Commercial & Residential
- Sports & Outdoors
- Travel & Hospitality
WealthQuotient helps educational institutions accelerate principle gift fundraising from alumni and non-alumni by scaling, standardizing and institutionalizing a proactive referral driven process.
Higher Education Segments Served
WealthQuotient helps Non-Profit organizations accelerate principle gift fundraising with the world’s UHNW population by scaling, standardizing and institutionalizing a proactive referral driven process across entire organizations.
- Agriculture, forestry & fishing
- Arts, entertainment & recreation
- Accommodation & food services
- Educational services
- Environment & animals
- Finance & insurance
- Government Entities
- Health Care & social assistance
- Information services
- Private Family Foundations
- Professional, scientific & technical services
- Real estate, rental and leasing
- Religious Organizations
- Transportation & warehousing
Who We’ve Served: