WealthPeak
Understand High-Net-Worth Clients Better

Built for private bankers, wealth managers and elite advisors

WealthPeak is a relationship intelligence platform that helps bankers see the full picture behind their UHNW clients. We connect the dots between private companies, ownership structures, and personal networks — so bankers can understand the true source of wealth, identify new opportunities, and build deeper, more trusted relationships.

Clients Discovery

Warm Paths to New UHNW Relationships

WealthPeak AI assist you to proactively build your book through trusted relationships of yours, not cold leads. Our network-driven prospecting, supercharged with intelligence,surfacing all related individuals tied to the UHNWIs and VHNWIs you already serve.

Introduce

Wealth Map.

The network you really knows.

By leveraging mutual connections, bankers can start authentic conversations, and dramatically improve success rates in securing meaningful, long-term client relationships.

Strategic referral paths through people you already trust through LinkedIn contacts, suggesting first- and second-degree connections to VHNW/UHNWIs.

Master the Family Dynamics

Understanding your clients’ family landscape is key to deeper trust. WealthPeak help you navigate legacies, wealth transfers, and next-gen priorities. Ensuring you’re always aligned with their long-term vision across generations.

Quickly map out detailed family trees and wealth flows. Spot key decision-makers and succession paths, so you can tailor your approach and stay prepared for pivotal moments in your client’s wealth journey.

Understand clients

Turn transactions into trust.

In today’s private banking world, product is commodity. What builds loyalty is understanding — not just what a client owns, but who they are.

WealthPeak leverage AI to bring together: Public interviews and media quotes personal interests, philanthropic activity, hobbies, stories about family, values, and vision. You’re not asking generic questions, but having meaningful conversations that show you get them.

We help you to keep track with the UHNWI/VHNWI news. With the AI summary, we help you to save time in reading the news. This gives bankers the edge to show up informed, relevant, connected.

Additional Value WealthPeak

Quick search on-the-go. Look up clients, connections, or opportunities in seconds on phone, tablet or desktop, so you are ready with smart insights during spontaneous conversations or last-minute meetings.