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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:

Financial Services

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.

Financial Services
Segments Served:

WealthQuotient provides bespoke data and strategic training to all financial services sectors, which include:
  • Banks
  • Brokers/Dealers
  • CPA Firms
  • Credit Cards
  • Family Office Management
  • Hedge Funds
  • Investment & Asset Management
  • Investment Banks
  • Investment Banks
  • Independent Advisors
  • Insurance
  • Management Consulting
  • Private Equity
  • Registered Investment Advisors
  • Wealth Management & Private
  • Banking

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.

Luxury Segments
Served:

WealthQuotient provides bespoke data and strategic training to all luxury goods & services sectors, which include:
  • Apparel & Accessories
  • Arts & Entertainment
  • Automotive
  • Aviation
  • Consumer Electronics
  • Consumer Goods
  • Cosmetics
  • Design & Furninshings
  • Food & Beverage
  • Fragrance & Personal Care
  • Home Furnishings
  • Jewelry
  • Real Estate – Commercial & Residential
  • Sports & Outdoors
  • Travel & Hospitality
  • Yachting

Higher Education

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 provides bespoke data and strategic training to a broad range higher and secondary education institutions as well as non-profit educational foundations.

Non-Profit Organizations

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.

Non-Profit
Segments Served

WealthQuotient provides bespoke data and strategic training to a broad range of Non-Profit Organizations, including but not limited to:
  • 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
  • Utilities

Who We’ve Served: