finboi profile picture
finboi profile picture

finboi

Fi-nance

Notorious Answer
Opinionated
Valued Contributor
+5

Longest of shots: any recommendations for net worth estimate software?

There are a few out there that I know of. my company pays for Wealth Engine and it's a complete waste of time. wildly innacurate. 

Has anyone used anything that works? These are often used in fundraising and with financial advisors/ PE VC
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11

18 comments

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antiASKHOLE
Tycoon
4
Bravado's Resident Asshole
No idea whatsoever
CuriousFox
WR Officer
5
🦊
I'm a little shocked. You know a lot of shit. 🥂
antiASKHOLE
Tycoon
2
Bravado's Resident Asshole
Lmao!! I’m decent at trivia at least.
braintank
Politicker
3
Enterprise Account Executive
Personal net worth?

I've used mint for years. As long as you connect all your accounts to it it's accurate. Another option is personalcapital.
finboi
Notorious Answer
1
Fi-nance
For prospects! Sorry I often forget I’m a bit alone in my finance sales job!
braintank
Politicker
3
Enterprise Account Executive
Ahh. Tool to estimate prospects net worth. Not aware of anything, other than staking out their house and rummaging through the dumpster. Sorry!
Sunbunny31
Politicker
3
Sr Sales Executive 🐰
This sounds suspiciously detailed.
finboi
Notorious Answer
0
Fi-nance
Lol
Diablo
Politicker
3
Sr. AE
Wish could help but not a SME !
BlueJays2591
Politicker
2
Federal Business Dev Director
Fidelity has a decent one. Not hard to get a good number on it
TennisandSales
Politicker
2
Head Of Sales
like to buy data on the net worth of ppl?
finboi
Notorious Answer
0
Fi-nance
Exactly- wealth engine is what I use now and it’s awful
TennisandSales
Politicker
0
Head Of Sales
Damn! I never knew that was a thing haha!
SADNESSLieutenant
Politicker
1
Officer of ♥️
No idea sorry
Kosta_Konfucius
Politicker
1
Sales Rep
Looks like record finder potentially
Fenderbaum
Politicker
1
Retired Choirboy🪕
That's a no for me.
activity
Politicker
1
VP, Business Development
These companies provide zero value.
finboi
Notorious Answer
0
Fi-nance
Agreed-

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