Wealth Engine

Market Potential Reports

An Analysis of Wealth in the Top U.S. Metro Areas

WealthEngine's Market Potential Reports provide a deeper understanding of opportunities to reach population segments based on estimated net worth, cash on hand, investible assets, business ownership, giving capacity and history, interests and passions, and propensity to invest, spend, and donate, and much more.

These insights incorporate 250 million scored profiles of the U.S. population. Use these reports to determine market size, segments to target, and go-to-market strategies.

  • Identify millennials who show signs of emerging wealth
  • Spot potential liquidity events before they happen such as high net worth business owners age 50-70
  • See who is likely to inherit wealth like children of high net worth individuals
  • Find potential donors based on giving capacity, donation history, and interests
  • Identify real estate investors such as people who own 3 or more local properties
  • Find new investors based on cash-on-hand, stock holdings, and accredited investor status
  • Locate growing families in need of financial products, real estate