Predict Wealth. Grow AUM

Build High-Net-Worth Relationships First

Spot money-in-motion early: See who’s likely to raise, IPO, or get acquired, so you can build high-net-worth relationships before capital moves and competitors react.
Lead with personalized value: Earn the first conversation by reaching out with actionable private market intelligence.
Elevate client trust: Help clients capitalize on wealth opportunities early, and become the trusted advisor they turn to first.

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Strengthen Portfolio Advice and Reduce Risk

Deliver sharper guidance: Manage wealth smarter with data-driven predictions about private company funding and growth.
Expose hidden threats: Flag layoffs, leadership turnover, and early signs of decline before they impact performance or erode value.
Streamline deep research: Replace manual digging with automated analysis to deliver faster, higher-quality insights and guide portfolio management.

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Accelerate Research and Decision-Making

Strengthen your models: Integrate live company predictions into your dashboards and CRMs to better anticipate market moves and liquidity events.
Keep teams aligned: Equip teams with the same predictive intelligence across every workflow, from client sourcing to portfolio management.
Scale opportunity detection: Automate how you evaluate and monitor companies — eliminating bottlenecks and enabling quicker action on revenue-driving opportunities.

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How Wealth Managers Win with Crunchbase

Capture high-net-worth leads earlier

Seize high-value client relationships before your competitors.

Guide sharper investment strategy

Get instant predictions about funding, acquisitions, and IPOs.

Stronger, faster risk detection

Flag early signs of instability to help clients protect their portfolios.

25%

Faster deal evaluation

“Crunchbase has transformed how we benchmark companies. We’re able to uncover competitors that aren’t visible through standard searches and spot potential follow-on investors by analyzing investment patterns — insights that directly strengthen our diligence process.”

Senior Manager

Picus Capital

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50%

email open rate

22%

conversion rate

“Crunchbase’s Funding Predictions give us visibility into future liquidity events — so our team isn’t reacting late, they’re engaging earlier and with purpose. It’s all surfaced in our CRM, with context like board changes or financial milestones, so advisors can act quickly and strategically without digging around for signals.”

Senior Business Intelligence Lead

Global Wealth Management Firm

25%

Less research time

“Crunchbase has been invaluable in helping us identify promising companies earlier. The heat scores and Funding Predictions ensure we’re focusing on the right opportunities at the right time.”

Senior Leader, DST Global

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