Important updates from Experian regarding COVID-19 (Coronavirus). Learn more

Wealth Insight ServicesSM

The new data benchmark in wealth-based strategy and targeting

Targeting the right customers and prospects starts with highly reliable and actionable data to generate deep market and consumer insights. Financial services marketing, wealth management, retail banking and insurance professionals now have more options to improve their strategic decision making and marketing ROI.

Wealth Insights ServicesSM leverages direct-measured investor data from more than 850 leading financial institutions, over 1,600 consumer characteristics sourced from thousands of Experian data sources and proprietary advanced analytical techniques to provide the most comprehensive, timely and actionable consumer-wealth ratings and scores available in the market today.

From helping you understand your market share in a given geography, to prioritizing prospect leads, to assessing which customers are more likely to invest additional assets with your firm, our products and services are crucial to developing timely and innovative sales and marketing strategies to help you succeed and keep you ahead of the competition.

The Wealth Insight Services difference

  • Broader wealth data coverage
  • Faster, more frequent updates
  • Comprehensive view of consumers

Learn about the Experian-Broadridge alliance

  • Trusted and secure industry leaders
  • About Broadridge
  • About Experian

Wealth Insight Attributesā„¢

Gain unprecedented insights to pinpoint emerging market opportunities by leveraging over 1,600 micro-neighborhood characteristics.

Wealth Opportunity Scoreā„¢

Target customers and prospects with unmatched precision with a 360-degree view of a household's total liquid investable wealth.

Learn more about Experian Wealth Insight Services today

Three ways to request more information:
  • Call your local Experian sales representative at 855-339-3990
  • Email us at
  • Click the button below to complete our contact form
Wealth Insight Services brings you the power of direct-measured wealth data
  • Comprehensive
  • Current
  • Actionable
  • Trusted and secure