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Connect with the most profitable segments of the consumer landscape.
Connect with the most profitable segments of the consumer landscape. Alesco’s Financial Intelligence database provides deep visibility into household wealth, investment behaviors, and spending power, allowing you to reach individuals with the highest capacity to engage with your brand.
Connect with the most profitable segments of the consumer landscape. Alesco’s Financial Intelligence database provides deep visibility into household wealth, investment behaviors, and spending power, allowing you to reach individuals with the highest capacity to engage with your brand.

Move beyond single-point demographics by layering income, net worth, credit behavior, and investment signals.
Persona | Category | Strategic Target |
| The Qualified Consumer | Income & Wealth | Households verified by income tiers ($75K-$200K+) and net worth brackets ($1M+) |
| The Active Borrower | Credit & Lending | Consumers with confirmed credit activity, new credit triggers, and mortgage loan type indicators. |
| The Wealth Builder | Investors & HNW | Confirmed stock, bond, real estate, and international investors ideal for private banking outreach. |
| The Financial Milestone Consumer | Life Stage & Behavior | Retirement planners, new families, and small business owners identified through life event triggers. |
Activate your ideal audience across all major DSPs — including The Trade Desk and Google Display & Video 360 — via our privacy-first LiveRamp integration.

Drive account growth by targeting verified income tiers and high-HHI households.

Reach homeowners with purchase and second mortgage indicators approaching a refinance decision.

Match offers to credit engagement levels (Visa, Mastercard, Amex, Discover)

Target confirmed investors with verified net worth to drive AUM growth.

Identify households at peak need by layering retirement accounts, presence of children, and homeowner signals.

Accelerate digital account adoption by reaching new credit holders and multi-line customers.
Utilize our core database capabilities to power your multi-channel strategy.
Our database encompasses over 100 mortgage and property-related attributes, refreshed monthly. Pinpoint prospects based on loan types, property values, and assessor records.
Access billions of distinct name and email combinations. Our suite includes:

Sync your postal database to digital profiles for consistent communication.

Fill missing gaps in your CRM with postal, phone, or email records

Transform offline PII-based attributes into online marketing segments to maximize conversions.
Our financial data is multi-sourced form public records, financial self-reporting, census data, and proprietary transactional insights. This blended approach provides a more comprehensive and accurate view of consumer wealth than single-source models.
Yes, you can filter our investor lists by specific asset classes, such as real estate investors, mutual fund holders, and active stock traders, to ensure your offer aligns with their current financial portfolio.
Complete the form below to talk to our data experts today.