Solutions
Wealth intelligence for wealth managers and RIAs
Identify affluent Indian-American prospects, prioritize the markets worth your time and build prospect lists for relationship-led acquisition, with every fact cited.
Who it's for
Independent RIAs, wealth management teams and multi-family offices serving, or hoping to serve, Indian-American founders, executives, physicians and business-owning families.
The problem
Much of this wealth was built through company sales, equity compensation and professional practices. It is real but often low-profile, so generic prospect lists miss it, and advisors spend hours assembling filings and news before a first meeting.
What HeyAlbert gives you
Identify prospects
Filter by estimated wealth band, state, metro, industry and confidence grade. Liquidity signals such as SEC insider filings and company sales are cited on each profile.
Prioritize target markets
See where estimated $25M+ and $5–15M profiles concentrate by state and metro before you commit a team or open an office.
Build prospect lists
Shortlist, then export to CSV within your plan allowance and import into your CRM. Each row keeps its source link.
The data behind it
- Wealth band and net worth range, each labeled as an estimate with its basis
- Wealth origin: company sale, equity compensation or practice ownership
- SEC filings (Forms 3, 4, 5, 13D/G, 144, D) with dates
- Work history, companies founded and board seats
- Philanthropy, private foundations and India ties for a relevant first conversation
- Change log and News feed to catch new liquidity events
An example workflow
An illustrative workflow, not a customer story.
- 1
Filter for $25M+ and affluent profiles in your metros, in the industries you serve.
- 2
Sort by estimated top value, then open the dossiers with the strongest evidence.
- 3
Read wealth origin, SEC filings and philanthropy; check each cited source.
- 4
Export the shortlist to CSV and plan a relevant, respectful first conversation.
Research
From our research
Sourced answers to the most-asked questions about Indian American wealth, with every figure linked to its public source.
- Executive & C-Suite Power
How does equity compensation drive wealth for Indian American tech executives?
Stock awards, not salaries, drive tech executive wealth. Satya Nadella's FY2025 pay was 87% stock. How RSUs, options and vesting work, and why it…
Read the research - Executive & C-Suite Power
Which Indian American founders have had the largest IPOs and exits?
From Aspect Development's $9.3B sale to Confluent and Instacart's IPOs: the largest exits by Indian American founders, and the fortunes they created.
Read the research - Wealth & Demographics
How do Indian Americans invest their wealth?
Asian American families, including Indian Americans, hold wealth in homes, retirement plans and stocks: ~75% invest in retirement accounts (Fed SCF…
Read the research - Education & Culture
What does the coming wealth transfer mean for Indian American families?
Cerulli projects $124 trillion will change hands in the US through 2048. Indian American families are younger, so their transfer comes later and…
Read the research
Questions
Which wealth bands does HeyAlbert cover?
Profiles are placed in estimated bands: $25M+ likely, $25M+ probable, affluent ($5–15M), and weak or donor-only signals. Bands are HeyAlbert estimates from public filings and records, not reported net worth.
Can I export prospects into my CRM?
Yes, as a CSV file within your plan's export allowance, which you can import into Salesforce, Zoho or another CRM. Each row carries its primary source link.
Does HeyAlbert cover clients outside the US?
No. Coverage is US only.
Explore Wealth Manager Data
Tell us your market and use case. We'll show you live coverage, the fields you'd use and how verification works.