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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Altrata

Profile

Altrata empowers Registered Investment Advisors with essential intelligence to accelerate client acquisition and grow AUM. Our platform delivers access to millions of affluent and high-potential professionals—many building wealth now, before they appear on traditional radars. RIAs use Altrata to create targeted prospect lists with verified wealth indicators, career alerts, and relationship-mapping tools for timely, strategic outreach. With insights on over 3 million companies and 35 million executive roles, Altrata adds powerful context to every connection. Built with input from advisors, our platform integrates seamlessly into your workflow, helping you find, understand and engage the right individuals for long-term growth.