Reading a profile
One page holds everything we know about a person — net worth, relationships, giving, and contact info — and every fact on it is cited. This article walks the whole profile and how to read it.
One page holds everything we know about a person — net worth, relationships, giving, and contact info — and every fact on it is cited. This article walks the whole profile and how to read it.
A profile puts everything WealthAtlas knows about one person on a single page: what they're worth and how that wealth was built, who they're connected to, where their money and attention go, and how to reach them. One habit is worth forming on day one: every fact on a profile is cited. Click a citation and it opens the filing, report, or page we took the fact from, which is what you'll want when someone asks where a figure came from. Below, we'll walk a whole profile top to bottom, then cover how it's laid out and what to do when something looks wrong.
The walkthrough below is a sample profile built for this handbook — a public figure, Eric Schmidt, with illustrative figures, rendered by the same components the product uses. Scroll it, hover anything with an (i), and open a citation or two:
The main column leads with Net Worth — the estimate, the liquid share of it, and the income and assets underneath — because that's usually the first thing you need. Then come Relationships, Philanthropy, and Political. Down the right side sit your team's Notes, Contact Info, the full Sources list, and People like this person.
If you'd rather read them in another order, click Customize above the cards and drag them into place.
A metallic HNW or UHNW pill means the low end of our net worth range clears $1M or $30M — we tier on the conservative end, so the pill is a floor rather than a headline. When it's outlined and reads Potential, the figure behind it is our baseline model rather than researched wealth; enhancing the profile is what firms it up.
A Viewed pill means someone at your firm has already opened this profile — hover it for how many times and when. And In Network means someone in your network already knows them — click it to see who.
If anything on a profile looks wrong, click the button at the top right. We'll fix it and follow up within a day!
We'll take the profile a card at a time from here, starting with who this person actually is — the bio, the career that produced the wealth, and how to get in touch.