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. 

Who Can Benefit from Our Education & Teacher Data?

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.

  • Deterministic Accuracy: Built from transactional records, credit indicators, and multi-source demographic data.
  • Comprehensive Coverage: Access information on over 80 million homeowners compiled from nationwide county recorder and assessor records
  • Monthly Refreshed Data: Our mortgage and financial databases are updated monthly to ensure you are the first to reach targeted prospects
  • Scalable Identity Solutions: Utilize machine learning targeting algorithms to pinpoint highly responsive prospects for both offline and digital channels
Mortgage-Data

Strategic Financial Personas

Move beyond single-point demographics by layering income, net worth, credit behavior, and investment signals.

Persona

Category

Strategic Target

The Qualified ConsumerIncome & WealthHouseholds verified by income tiers ($75K-$200K+) and net worth brackets ($1M+)
The Active BorrowerCredit & LendingConsumers with confirmed credit activity, new credit triggers, and mortgage loan type indicators.
The Wealth BuilderInvestors & HNWConfirmed stock, bond, real estate, and international investors ideal for private banking outreach.
The Financial Milestone ConsumerLife Stage & BehaviorRetirement planners, new families, and small business owners identified through life event triggers.

Primary Use Cases & Digital Activation

Activate your ideal audience across all major DSPs — including The Trade Desk and Google Display & Video 360 — via our privacy-first LiveRamp integration.

Retail-Commercial-Banking

Retail & Commercial Banking Acquisition

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

Mortgage-Refinance-Campaigns

Mortgage & Refinance Campaigns

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

Credit-Card-Prospecting

Credit Card Prospecting

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

Wealth-Management

Wealth Management & Investment Services

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

Insurance-Cross-Sell

Insurance Cross-Sell

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

Fintech-Digital-Banking-Growth

Fintech & Digital Banking Growth

Accelerate digital account adoption by reaching new credit holders and multi-line customers.

Full Spectrum Financial Solutions

Utilize our core database capabilities to power your multi-channel strategy.

Mortgage & Property Data

Our database encompasses over 100 mortgage and property-related attributes, refreshed monthly. Pinpoint prospects based on loan types, property values, and assessor records.

Email & Digital Targeting

Access billions of distinct name and email combinations. Our suite includes:

Targeted-Email-Records

Email Match & Deploy

Sync your postal database to digital profiles for consistent communication.

Email-Match-Deploy

Appends & Reverse Appends

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

Appends-Reverse-Appends

Digital Syncing

Transform offline PII-based attributes into online marketing segments to maximize conversions.

Frequently Asked Questions (FAQ)

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.

Ready to Get Started?

Complete the form below to talk to our data experts today.