Business Ownership Information

For individuals, the Businesses section of the Assets tab tracks all business ownership data located for this prospect.

For organizations, groups, and households, the Wealth and Ratings - Business page tracks all business ownership data located for this prospect/household.

This section/page displays the company value and the ownership value assigned your prospect. The section also stores information from the Dun & Bradstreet data source The world's leading source of commercial information and insight on businesses to identify business ownership, equity, and leadership positions in public and private companies. Provides you with data about the constituent’s employement. This information is stored on the constituent’s wealth and ratings record, Assets tab, under Businesses section. imported from WealthPoint.

WealthPoint leverages three files from D&B to provide you with data about the constituent’s employer, position, career history, and compensation.

• Private Company Stock Ownership: This provides stock ownership information about private companies. With this information, you can see how much of a business your potential donor owns.

• Management Biographies: This source provides career history, compensation data, and stock information on more than 1,000,000 executives.

• Executives at Home: Private company owners and professionals make up over 75% of all millionaires. The Executives at Home file provides access to the names and addresses of 8,000,000 executives.

Note: For a group or household, you can also filter information to display by selecting a specific group Member.

For information about managing your columns and filtering and searching content in the grid, see Display Tips for Members List.