The Most Reliable
Segmentation Tool of Spending
Capacity for Affluent Households in the U.S.

Vendor Comparisons
Using household income data as a foundation to which TruWealth can be compared,
the insufficiency of income data is easily recognizable. With TruWealth, you can
target the highest income earners-regular income data you cannot.
  • TruWealth is a continuous variable and does not have the limitations of categorical
    values such as estimate income or net worth. As a continuous variable, TruWealth
    assigns households to a score between 1 and 1,000.
  • Net Worth and income are based upon an email or telemarketing surveyed sample of a
    population while TruWealth is based upon derived investible asset data.

Typical marketing lists are based on models that estimate wealth and discretionary
spending power.
Our Competitive Advantage: Unique Database of Investment and Deposit Assets

Macro-Level Metrics

TruWealth Actual Data: 40%
Every 6 months
$8,100,000,000 in Assets
94% of all residential ZIP +4
500,000+ million accounts/positions
85+ Financial Institutions
Census Demographics

Macro-Level Metrics

National/Regional Surveys: 1%
4,000 to ~10,000 surveys

Census Demographics

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