Wealthmonitor helps financial institutions and fundraising teams identify and engage high‑net‑worth individuals at the moment new wealth is created. By connecting real-time M&A liquidity events to the private individuals behind them, it delivers faster and more accurate prospecting than traditional wealth databases. Powered by deep transaction‑linked profiles and editorial insights from over 2.5 million Mergermarket articles, it supports private banks, wealth managers, private fund managers, and institutional investors with timely, high‑context intelligence. With dual alerts on deal progress and newly published profiles, Wealthmonitor shows not just who has wealth, but how, when, and where it's created — enabling teams to move earlier, engage smarter, and decide with confidence. 𝘞𝘦𝘢𝘭𝘵𝘩𝘮𝘰𝘯𝘪𝘵𝘰𝘳 𝘪𝘴 𝘢 𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘰𝘧 𝘐𝘖𝘕 𝘈𝘯𝘢𝘭𝘺𝘵𝘪𝘤𝘴.
| Website | https://ionanalytics.com/wealthmonitor/ |
| Revenue | $12.8 million |
| Employees | 3 (2 on RocketReach) |
| Phone | (646) 378-3101 |
| Technologies |
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| Industry | Financial Services, Finance General, Research, Finance |
| Keywords | High Net Worth Individuals, Wealth Management, Business Intelligence, Financial Research, Investment Research, Private Wealth, Market Intelligence, Affluent Individuals, Business Information, Research Database, Financial Data, Investment Data, Financial Technology, Data Analytics, Customer Intelligence, Market Analysis |
| Competitors | STONEHAVEN, LLC, Sparring Partners Capital, Roadmap Advisors, PME Capital LLC, Pickwick Capital Partners (view competitors) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52392 Companies, NAICS Code 523920 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Wealthmonitor annual revenue was $12.8 million in 2026.
2 people are employed at Wealthmonitor.
The NAICS codes for Wealthmonitor are [52392, 523920, 5239, 523, 52].
The SIC codes for Wealthmonitor are [62, 628].