Best Wealth Data Providers

We had a need to append an address to incomplete records, across several geographies, where enough data points exist to have a reliable match. The custom product we use offers a high match rate for the records.

We've collaborated with Alesco for several months now, and I have nothing but praise for their services. Their team is absolutely outstanding. Our requirements for data were quite stringent, yet they not only met but exceeded our expectations. If you're in need of a reliable provider who delivers exceptional service when it matters most, don't hesitate to choose them.

Using Versium REACH has allowed us to easily and cost-effectively activate our CRM and ICP data. Versium REACH allows us to activate our data over our preferred media channels giving us the ability to compound frequency with our audiences.

We were seeking customers who were looking to purchase life insurance. Social media and google platforms were used. The leads were converted quite often to clients and were clearly fresh leads. We received the leads in real time. The cost were fair, and there were no hidden fees. The platform was easy to use and navigate. And the lead provider easily integrated their system with our CRM. The speed of delivery of the leads were quite high, and the ad quality matched the expectations of our highly regulated industry.

We work with TRAK Data to help us target prospects for new customer acquisition campaigns. They give us lists of prospects that fit our qualifications and they built a model to target responders. Data used for direct mail and digital. Great team.

I have worked with Sheri and The Data Group for over 4 years. Their data quality is consistently meeting expectations and very high quality. Sheri continues to go above and beyond for us every time and her fast response and service has been an asset to us over the years. Their customer service is second to none, I highly recommend this business. Jenna Wingenbach Operations Director – Brushfire Strategies