Wealth Connect is a global UHNW engagement platform that drives client relationship success.

Wealth Connect 

Why We Do It

Because data matters. Wealth Connect empowers organizations to shorten the sales cycle and close more deals faster. We believe every interaction should be personal and rooted in trust—transforming how relationships are built with UHNWIs.

What We Do

We provide a AI-powered UHNW engagement platform that validates, nurtures, and accelerates relationships. Our solution streamlines sales process, boosts conversion rates, and increases ROI. Wealth Connect equips sales teams with the intelligence they need to engage effectively and close faster.

How We Do It

By integrating human-enriched UHNW data with generative AI, we create custom dossiers and behavior-based insights. Our platform provides real-time updates and helps manage sales and marketing workflow to maximize success.

Bespoke UHNW relationship framework for success.

Enhanced Meta Dossiers

Wealth Connect creates bespoke dossiers with customized fields, providing in-depth insights into UHNW clients. It serves as the single source of truth to engage and optimize your client relationships.

Archetype Playbooks

Powered by a DSML-enabled framework, Wealth Connect develops UHNW archetype profiles. Embedded in a vector database, Archetype Playbooks offer custom activation strategies for each archetype.

Live Action Updates

Wealth Connect delivers automated notifications for key events, relationship opportunities, or engagement initiatives. Providing your sales team with immediate prompts for timely outreach.

Custom Chat Interface

Wealth Connect generates holistic relationship maps highlighting key client connections and potential referral sources. Based on Forbes insights, referral marketing in the luxury sector result in conversion rates of up to 80%.

Our Mission

At Wealth Connect, we strengthen UHNW relationships through tailored engagement strategies.

Inward-out

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Bespoke

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Generative AI

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Engage

Inward-out · Bespoke · Generative AI · Engage

INTELLIGENT ENGAGEMENT

Wealth Journal

Impact of AI on Luxury
Impact of AI on Luxury

The recent $1 billion investment announcement and further product integrations planned by Microsoft into OpenAI – that was cofounded by Tesla and Twitter boss Elon Musk and now valued at just under $30 billion – underscores an event.

How UHNWIs qualify new relationships
How UHNWIs qualify new relationships

The competition for human capital and talent in the luxury industry reflects the same intensity and trends shaping the broader landscapes for human capital.