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PrivCo Wealth

Discover Private Employers' Retirement Plans

The most comprehensive sales prospecting tool for private wealth managers.

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Understand Key Company Benefit Plan Details

  • Total assets under management (AUM)
  • Total active participants vs. total participants
  • Employee contribution amount
  • Total income
  • Fidelity Bond amount
  • Total expenses (administrative expenses & employee-sponsored expenses)

Discover and build sales prospect lists

  • Search by plan type, total assets, and total participants to discover your target demographic.
  • Save your company to a watchlist to track its financial performance.

Our Differentiators

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

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.

PrivCo Wealth helps you target companies at scale

Join today to save on research time and focus on closing better deals.

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Industry Insight Reports
Valuations on Ice

January 18, 2023

Valuations on Ice

We're looking at the top teams in hockey ranked by valuation, not by bodychecks and broken teeth (or trophies).

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