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.
The Alesco Advantage: Verified Financial Intelligence
In this competitive landscape, broad audience proxies are no longer enough. Alesco Data delivers deterministic intelligence purpose-built for financial services marketers.
- 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
Strategic Financial Personas
Move beyond single-point demographics by layering income, net worth, credit behavior, and investment signals.
Persona |
Category |
Strategic Target |
| The Qualified Consumer | Income & Wealth | Households verified by income tiers ($75K-$200K+) and net worth brackets ($1M+) |
| The Active Borrower | Credit & Lending | Consumers with confirmed credit activity, new credit triggers, and mortgage loan type indicators. |
| The Wealth Builder | Investors & HNW | Confirmed stock, bond, real estate, and international investors ideal for private banking outreach. |
| The Financial Milestone Consumer | Life Stage & Behavior | Retirement 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 Acquisition
Drive account growth by targeting verified income tiers and high-HHI households.
Wealth Management & Investment Services
Target confirmed investors with verified net worth to drive AUM growth.
Mortgage & Refinance Campaigns
Reach homeowners with purchase and second mortgage indicators approaching a refinance decision.
Insurance Cross-Sell
Identify households at peak need by layering retirement accounts, presence of children, and homeowner signals.
Credit Card Prospecting
Match offers to credit engagement levels (Visa, Mastercard, Amex, Discover)
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:
Email Match & Deploy
Sync your postal database to digital profiles for consistent communication.
Appends & Reverse Appends
Fill missing gaps in your CRM with postal, phone, or email records
Digital Syncing
Transform offline PII-based attributes into online marketing segments to maximize conversions.
Frequently Asked Questions (FAQ)
What sources are used for Alesco's financial and wealth data?
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.
Can I target prospects based on their specific investment interests?
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?
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