Finding prospects for Wealth Managers
Wealth managers out there, you can use ShareSEER to find prospects for your business. We have mapped out approximate wealth by City based on SEC Filings. Simply Navigate to our Wealth Tracker
. Select State and city and see a list of people by net worth based on stock sales. The methodology used is simple. A stock sale except for covering taxes is counted as guaranteed wealth. Then we aggregate that from YTD. You can also verify the transactions by clicking on the persons name. Using the Name, Company Name & Title you can then find their contact info from
email prospecting tools that are readily available on the web. Then add to your sales list. One more thing, This is a dynamic list that keeps updating based on the latest filings. So be sure to bookmark this page.
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for any comments or feedback you may have.
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