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 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.

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