Decision-grade data gives you a complete, current, and reliable view to find, screen, and track the owners and companies behind your next client.
People-first search
Search the person, not the company
Start from shareholders, directors and founders rather than from businesses — filter on shareholding size and estimated paper wealth, and find the people who have already exited more than once. The company record becomes the route to an individual instead of the destination.
Pre-exit timing
Reach them while there’s still a window
Funding history and time since the last round, growth trajectory, ownership restructuring and raises picked up from filings before anything is announced — the signals that sit in front of a liquidity event rather than reporting one.
Ready cap tables
Read the cap table instead of rebuilding it
Share classes and holdings laid out, occasionally more complete than the register itself where a filing reveals a shareholder the register missed — and exportable as a document that goes straight onto the onboarding file.
Common challenges faced by wealth managers
You need an individual — what they hold, in which class, and how close they are to realising it. What exists is a corporate record, so every search starts one step away from the thing you actually want.
The useful window is the year or so before an exit, not the week after. By completion the owner has been found by everyone, and the conversation you wanted to have first is now one of many.
A partner at a large firm might hold a meaningful stake or almost nothing. A bought lead might have ninety thousand or nine hundred thousand behind it. Either way you find out after an adviser has spent the time.
A capped monthly spend on leads of unknown quality, and outreach that used to return eight meetings per hundred approaches now returning two. The channel has not stopped costing — it has only stopped working.
Growth depends on partners, accountants and solicitors continuing to refer. It works, and it has a ceiling — and the ceiling arrives exactly when shareholders start asking for a step change.
Twenty share classes reconstructed in a spreadsheet, cross-checked against a registry that is sometimes incomplete and sometimes unavailable, before source of wealth can even be evidenced.
Help your team find the wealthy of the future, win and retain clients, and lead the conversation with confidence.
Use cases
What wealth managers use Beauhurst for
“Before using Beauhurst, we had less focus on high-growth founders because it was harder to spot and track them — despite the fact that high-growth is clearly where the biggest amounts of money are being made in the UK.”
Greg Kyle-LangleyHead of Entrepreneurs
Try Beauhurst
Turn market intelligence into repeatable action. Give every team that works with private companies the signals they need to identify opportunities, act at the right moment, and stay ahead.
