Wealth Indicators

For individuals, the Wealth indicators section of the Assets tab tracks the prospect’s general wealth indicators.

For example, the presence of luxury items like luxury automobiles, yachts, and private planes; or a high-balance personal retirement (Keogh) plan indicate wealth. The page also stores information from Larkspur Larkspur is the leading provider in comprehensive wealth information including the identification of luxury items such as yachts and planes, and millionaire codes. This information is stored on the constituent's wealth and ratings record, Assets tab, under the Wealth indicators section. When you perform a wealth screen, particularly if not much data returns from the Target Analytics database, we recommend you look to see if a millionaire code returns. If a millionaire code returns from Larkspur this may be an indication that this prospect has high wealth and warrants further research. For example, some prospects have hidden wealth that may not show up in public records. imported from WealthPoint.

Larkspur compiles wealth indicators from over 70 different data sources and isolates 3.4 million high net-worth individuals nationwide.

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.