WealthAtlas

Welcome to WealthAtlas! WealthAtlas is agentic wealth intelligence: specialized AI agents constantly researching prospects, updating profiles, and curating the most accurate, up-to-date people database focused on wealth. This starting guide (and the rest of the help center) will introduce you to the product and how it works. If you ever need something this guide doesn't cover, don't hesitate to contact support and we're more than happy to help out!

What WealthAtlas is

WealthAtlas is built on a database of over 200 million people in the United States. Our research agents pull billions of data points from filings, the news, and the rest of the public web, and distill them into cited profiles that we keep current.

Your way into that database is the search bar. Type a specific person, or describe the kind of person you want to find: profession, employer, industry, location, net worth, liquid assets, or anything else you'd use to qualify a prospect. Our models interpret what you typed and return the people who match. See Search for everything you can search and how to combine criteria.

WealthAtlas profiles go into incredible depth: a personal balance sheet with net worth and liquidity, income streams, assets with their liquidity characteristics, investment vehicles, and more. To get to know a prospect, WealthAtlas provides a detailed biography with career and education, philanthropy, political giving, and relationships, with a citation behind every figure. See Reading a profile for a walkthrough of the whole page.

How to use the data

Once you're looking at a profile, there are a few ways to act on it:

Save the profile. Often you're looking someone up ahead of a meeting, so you're finished the moment you've read it. Save them to a list and they're easy to find again.
Export. Share the link to a profile with anyone else on your WealthAtlas account, or download it as a PDF when you need a briefing document to take into the room.
Reach out. Contact information sits on the profile where we have it. Check your mutual connections first (see Your network) — a warm intro almost always beats a cold one.
Add them to your network. If you already know this person, add them so we can map their relationships into everyone else you research.

In the next article, we'll cover the search bar in depth — everything you can search for, and how to read your results.

NextSearch

What WealthAtlas is

How to use the data

Once you're looking at a profile, there are a few ways to act on it:

Save the profile. Often you're looking someone up ahead of a meeting, so you're finished the moment you've read it. Save them to a list and they're easy to find again.

Export. Share the link to a profile with anyone else on your WealthAtlas account, or download it as a PDF when you need a briefing document to take into the room.

Reach out. Contact information sits on the profile where we have it. Check your mutual connections first (see Your network) — a warm intro almost always beats a cold one.

Add them to your network. If you already know this person, add them so we can map their relationships into everyone else you research.

In the next article, we'll cover the search bar in depth — everything you can search for, and how to read your results.