Solutions
Wealth intelligence for private banks and family offices
Understand how Indian-American wealth is distributed across the US, identify the prospect segments that fit your mandate and support relationship-development strategy with cited, verifiable profiles.
Who it's for
Private banking teams, ultra-high-net-worth coverage groups, single- and multi-family offices, and trust companies that need a clear view of the top of the Indian-American wealth distribution.
The problem
Public surveys rarely capture the very top of the distribution, and wealth at $25M+ is more geographically spread out than affluence just below it. Coverage decisions made from anecdote miss whole segments.
What HeyAlbert gives you
See the distribution
State and metro breakdowns of estimated $25M+ and $5–15M profiles, with small groups suppressed and every share stated against its base.
Identify relevant segments
Segment by wealth band, industry, wealth origin and confidence grade, for example founders after a sale, or business-owning families.
Support relationship strategy
Dossiers cover family (adults only), boards, philanthropy and India ties, each fact cited, so bankers prepare from evidence, not hearsay.
The data behind it
- Estimated wealth band, net worth range and confidence grade
- Wealth origin with cited sources
- Companies owned or founded, exits and status
- Private foundations and other philanthropy from IRS Form 990 filings
- Adult family members with sources; children never shown
- Analytics by state, metro, band, industry and value bucket
An example workflow
An illustrative workflow, not a customer story.
- 1
Start with a coverage review: we walk through counts and shares for your regions and target bands.
- 2
Use Analytics to compare metros and segments across the filtered set.
- 3
Open dossiers for priority segments and check the cited evidence.
- 4
Assign coverage, then use News and change logs to keep each relationship current.
Research
From our research
Sourced answers to the most-asked questions about Indian American wealth, with every figure linked to its public source.
- Philanthropy & Wealth Management
How do wealthy Indian Americans run family offices?
Indian American UHNW wealth is projected to pass $1 trillion by 2030. How founders and families set up family offices, what they invest in and the…
Read the research - Philanthropy & Wealth Management
What are the estate planning challenges for high-net-worth Indian Americans?
US estate tax applies above $15M per person in 2026, India has had no estate duty since 1985, and no US-India estate treaty exists. Key issues…
Read the research - Executive & C-Suite Power
Who are the richest Indian Americans in 2026?
Jay Chaudhry and Vinod Khosla lead Forbes' October 2026 real-time estimates of the richest Indian Americans. See the top 19 and where their wealth…
Read the research - Enterprise & Hospitality
What role do family businesses play in Indian American wealth creation?
Family labor, pooled capital and succession built Indian American hotels, stores and firms: 210,291 employer businesses with $449B in receipts in…
Read the research
Questions
What is a coverage review?
A walkthrough of HeyAlbert's coverage for the states, metros and wealth bands you care about, using the aggregate shares published on our coverage page and the live app.
How is wealth estimated?
From public filings and records, such as SEC filings, company sales, property records and foundation filings. Every estimate is labeled and shows its basis.
Is the data verified?
Each fact passes source capture and automated identity checks; profiles marked Verified have also passed editorial review and a second editor's sign-off. See our methodology.
Request a Coverage Review
Tell us your market and use case. We'll show you live coverage, the fields you'd use and how verification works.