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Discover Private Employers' Retirement Plans

The most comprehensive sales prospecting tool for private wealth managers.

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Explore a World of Private Companies Data

  • Discover detailed insights with our advanced search, featuring:
    • In-depth private company information
    • Financial & valuation insights
    • Funding and deal data
    • Reliable growth rates
    • Clear ownership information
  • Identify companies in various industries and niches, tailored to your unique requirements.
  • Swiftly sift through a vast array of data points to uncover the insights you need, when you need them.
Understand Key Company 401K Benefit Plan Details

Understand Key Company 401K Benefit Plan Details

Search by Industry-specific indicators for employee benefit plans, including:

  • Size of assets in a 401k plan
  • Companies that have Fidelity Bond issues and are in violation of ERISA
  • Companies with 401k plans that have low employee participation rates
  • Companies with more 401k participants than current employees
  • Companies that most likely do not have a 401k plan or don't have a plan they personally manage (i.e. PEO)
  • 401k plan yearly performance (i.e. find out which 401k plans are underperforming the market) [Coming soon]

Find Wealthy Business Owners

  • Use advanced search filters that allow you to find the perfect prospects among business owners based on a company’s revenue and valuation.
  • Customized list-building tools for generating targeted lists for specific campaigns or client segments.
Discover and build sales prospect lists

Discover and build sales prospect lists

  • Save your searches to a watchlist
  • Start finding new clients right away (contact information for plan administrators and others at the company are available)

Our Differentiators


Other financial intelligence companies lack the commitment to the private sector and spend many of their resources chasing publicly available information. We devote 100% of our resources to the private data sphere.

Combining the best of AI with a human touch

Rather than depend wholly on data-scraping and algorithmic data modeling, we employ the best of both worlds to bring you millions of data points quality assured by our team of experts.

Best-in-class industry classification

Our competitors use large-scale classification systems which miss crucial distinctions within categories. Our industry-leading keyword tagging helps you discover with precision.

Our Differentiators
Our Data Methodology

Our Data Methodology

Finding private financial data is often a fragmented, disorganized, and inconsistent process in an opaque market. With over a decade of experience in private financial data collection and modeling, our multi-step approach provides you with the most accurate and in-depth intelligence, saving you time and money.

  1. Our process begins with our curated list of reputable data sources of filings, publications and credible news sources.
  2. We use these sources to educate, inform, and model our AI and machine-learning algorithms to uncover revenues, employee counts, valuations, growth signals, deals, and more.
  3. Our highly trained team of data scientists and engineers then verify and update thousands of individual profiles on a rolling basis, ensuring accurate, up-to-date information.

Discover a wealth of new business opportunities today!

Save on research time and focus on closing better deals.

Get Started Now!
Industry Insight Reports
Hottest Private Industry Trends of 2023

March 22, 2023

Hottest Private Industry Trends of 2023

It's essential to stay ahead of the curve and be aware of the latest trends and shifts in the private industries. That's where PrivCo's What's Next in 2023 dataset comes in - our team of expert analysts and researchers have compiled a comprehensive list of trending companies across the hottest industries.

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