Search
The search bar is a Google for people: describe who you're looking for and get matches in seconds. This article describes what you can search and how to interpret results.
The search bar is a Google for people: describe who you're looking for and get matches in seconds. This article describes what you can search and how to interpret results.
Use plain English. Behind the scenes, WealthAtlas uses AI models to interpret your search, so don't worry about exact terminology or field names. In this article, we'll introduce what's possible to search and how to read your results; but our first advice when something doesn't work is to rephrase and try again! Search is quick and you're not limited on your number of searches, and results can differ or improve on a second pass. And as always, if you need assistance, don't hesitate to contact support and we're more than happy to help out.
The search bar is not a black box: after a search completes, you can check exactly how it was interpreted by our AI models by looking for the highlighted text:
Each highlighted piece is one criterion the search engine is actually using. If something you typed isn't there, our AI models either missed it or it's not something you can search on (see what you can search below).
Because AI is used to interpret your search, the same wording can occasionally be read a little differently each time. This means the same search can yield different highlighted criteria, but it can also mean the same highlighted criteria can yield results in a different order.
Copy URLs for precise results. After your search results are returned, the URL in your browser is your link back to these exact results. You can save this link, put it in a file note, or share it with a colleague. When you go back to this link, you'll skip our AI model and go right to the same results.
There are two ways to search in WealthAtlas:
Click the search bar and your recent searches appear right away — every search you run is saved, so picking up yesterday's work is one click. Start typing a name and matching people appear underneath them.
The dropdown matches names only. Criteria like location, net worth, or employer kick in only when you run the full search.
On a full search, you can describe almost anything about a person:
Type a name and you'll get matching profiles, ranked by fit. We'll handle nicknames, initials, and capitalization. A common name yields lots of results, so add anything else you know — a city, a firm, a school — to narrow it down.
Search any geography — zip code, city, county, state, or an informal region.
Both net worth and salary can be searched as a floor, a ceiling, or a range. Every net worth we show is an estimated range with its own sources on the profile, so a threshold here is a screen to work from, not a verified figure.
Prospect based on where someone works: a named company, a whole industry, or one of our fifteen profession categories — finance, real estate, corporate executive, attorney, physician, media, and more.
The top of every profile contains that person's Top Issues, which are inferred from their giving, board service, career, and much more. You can search directly on these issues, but you can also search any other issue and our AI models will find matching people.
Be targeted and specific. This is where you can use the power of WealthAtlas search to find exactly the people you're after. Try "people who care about thoroughbred racing" or "people who collect postwar American art".
If you want to rely on evidence of past giving, you can search by organization, type of organization, amount, year, or anything else about gifts.
Those are the main criteria, but here are some others
| Search by | Try typing |
|---|---|
| EducationSchool attended, degree earned, and graduation year. | |
| DemographicsAge and gender. | |
| Board service and volunteeringSits on the board of a specific nonprofit, or of nonprofits of a certain type; volunteers for a cause. | |
| Political givingAny criteria regarding the type of political office (from President down to School Board), the location (state, district), the political party, the recipient type (candidate, PAC, political committee), and more. | |
| Predicted capacityOur prediction of how much someone will give to nonprofits this year, and to politics this cycle. | |
| Contact infoOnly people with an email address or a verified phone number on file. | |
| ViewedOnly profiles someone on your team has already opened — the fastest way back to work in progress. | Set this one in the Filters panel, under Information |
The search bar isn't limited to people. Describe a nonprofit — by name, cause, location, or revenue — and you'll get nonprofit results instead. It's the quickest way to look up the organization behind a board seat or the foundation behind a gift:
The search bar is not a black box. Once you see results, you can also see why these specific people are being surfaced. The green badges under a name tie that person back to your original query — a role and its dates, an affiliation, a gift, a board seat. Capacity criteria like net worth or liquid assets filter the results rather than explain them, so they show up in the net worth line rather than as a badge.
You may also see some words highlighted in yellow in the preview of the bio. These are the terms in the profile that caused the person to be surfaced: if you searched for people who worked at Anthropic, the results might highlight Anthropic or machine learning in their biography.
Example: if you search for "people with liquid assets $5M–$50M who have worked at Anthropic since 2022", you might see results and explanations that look like this:
The real power of the WealthAtlas search engine comes from combining criteria. You can stack any combination of location, net worth, salary, employer, profession, education, giving history, affiliations, and demographics — all in one sentence — and get a qualified list in a single search. Some examples:
Found a great set of results? Save them to a list so you can come back later, share them with your team, or export them — see Managing lists to learn how to save and work with lists of people.
Sometimes you want to nudge a search rather than retype it, or set something structured that's awkward to say in a sentence — a net worth band, three states, two professions. This is where the Filters panel helps out. The filters panel is just another way of entering a search into WealthAtlas: there's nothing you can do only in Filters that you can't do in the search bar.
In the next article, we'll open the Filters panel, walk through it section by section, and let you build a search in a live one.