UHNWI DATA
FIELD WEALTH INTELLIGENCE
DATABASE DEVELOPMENT

Your audience.
Researched around your brief.

Tell us who you want to reach. We research and verify a tailored audience, you review the result, and you choose whether to activate it for campaigns on UHNWI Direct.

Develop a database How it works

Sign in with Google or email to start. Your projects are saved in your account.

FROM BRIEF TO CAMPAIGN

Five steps. One clear process.

Select a step to see what happens.

01 / DEFINE YOUR AUDIENCE

Start with the people you need.

Name your project and describe your audience. Select wealth, countries, age and gender, then add the relevant research tags. The builder shows your price and estimated timeline before you order.

Country population estimates help flag requests that exceed the estimated audience size.

Custom criteria?

A request outside the library goes to your campaign manager for a quote before payment.

RESEARCH & DELIVERY

A visible timeline.
A result you can review.

Track the work in My projects.

10 profiles / working day

For each project · Monday to Friday

Payment confirmedResearch startsReady to review

The estimated research period is your requested profile count ÷ 10, rounded up to a whole working day. The deadline starts after payment is confirmed.

100 requested profiles → approximately 10 working days. Weekends are excluded.

We notify you when it’s ready.

Open the link in your email to review the confirmed audience in My projects. You see the profiles, countries, wealth, age, gender and matching criteria in a protected, watermarked list.

Your final research charges use the confirmed profile count.
THREE DISTINCT PAYMENTS

Pay for the work.
Choose how to use the result.

Research and licensing are separate.

01

Start research

$30 / requested profile

Pay the base research amount to start. Additional research tags are shown in the builder and settled after delivery.

02

Settle the actual work

Confirmed profiles × agreed rates

Review and accept the audience. Base research and additional tags are recalculated using the delivered count, less your initial payment.

If your advance exceeds the work delivered, the unused amount is refunded separately.
03 · OPTIONAL

Activate your licence

12 months on UHNWI Direct

After research settlement, choose advance or monthly payment. Your audience appears in the linked Direct account automatically.

The licence is paid at its full price, separately from any research refund.
ILLUSTRATIVE SETTLEMENT

100 requested.
80 confirmed.

Example with one $15 research tag.

Initial research payment
$3,000
Delivered research · 80 × $30
$2,400
Additional tag · 80 × $15
$1,200
Research balance
$600
LICENCE · A SEPARATE CHOICE
$680 / month equivalent

Advance: $8,160 for 12 months

15% saving

Or $800/month with monthly payment. Based on 80 confirmed profiles.

PLATFORM LICENCE

Your audience stays protected.
Your relationships can grow.

Advance payment$8.50 / profile / month

$102 per profile for 12 months

Save 15%
Monthly payment$10 / profile / month

12 monthly payments

12 months · 12 distribution slotsOne campaign in each month
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Unused slots expire each month. They do not roll over or extend the 12-month licence.

Platform use only

Profiles and email addresses cannot be downloaded or exported.

Direct contact by request

Contact details become available when a recipient requests direct contact.

One linked account

Use the same Google or email account across Data and Direct. A licence number also supports connecting another Direct account.

YOUR NEXT AUDIENCE STARTS HERE

Define the people.
We’ll do the research.

Your brief, quote and progress stay together in My projects.

Develop a database
01 / WEALTH INTELLIGENCE

Understand the people
behind the wealth.

For nearly two decades, we have studied how wealthy individuals encounter opportunities, assess proposals and decide whether to engage. Our work combines structured data with direct communication, field observation and the context of real business relationships.

Responses reveal more than an address or a transaction. Their timing, content and context help us understand attention, priorities, decision pathways and the way an offer is received. We use this insight to refine audience selection, positioning and communication.

Our researchers also work in the field: at international exhibitions, fairs, auctions and other settings where valuable assets change hands. These interactions add context to the data and help us understand the people involved.

A person selling a business jet may also be a buyer of another asset. A client can also belong to the audience for a different client’s offer. We account for these overlapping roles when developing a communication strategy.

We can act as your external intelligence team: identifying relevant prospects, helping assess new markets and developing an informed approach to communication.

Discuss a project Full service details

UHNWI DATA

Services
My accountContact us

Platform licence terms

Platform licence terms

1. What is licensed

UHNWI creates and owns the researched database. Your licence permits use of your tailored audience inside UHNWI Direct. It does not transfer ownership of the database or sell the underlying contact list.

2. Audience review and research settlement

Review the confirmed audience in My projects before accepting delivery. Research charges are recalculated using the actual confirmed profile count and the agreed fee for every selected tag. Any research balance is paid first. An unused research advance is refunded separately to the original payment method; it does not reduce the licence price. Purchasing a licence is a separate, optional step.

3. Payment options

Advance payment covers 12 months at $8.50 per confirmed profile per month ($102 per profile for the year), a 15% saving compared with monthly payments. Monthly payment is $10 per confirmed profile, with 12 monthly card payments ($120 per profile in total). There is no automatic renewal after this period. Eligible one-time payments above $10,000 may be paid by bank transfer; payment is confirmed only after Stripe receives the funds.

4. Activation and duration

A licence number is issued after confirmed licence payment. The audience is made available in the linked UHNWI Direct account. The 12-month usage period starts when platform access to that audience is opened. Payment confirmation and opening access are separate events.

5. Campaign allowance

The licence includes 12 monthly distribution slots during the 12-month access period, with one slot for one campaign in each month. You upload your content and use the UHNWI Direct campaign workflow. Delivery, replies and commercial results are not guaranteed.

6. Materials and sending deadlines

Your 12 monthly usage periods follow the calendar dates shown in your distribution calendar. Submit complete, approved materials at least three calendar days before sending can begin. Allow one sending day for every 500 recipients, rounded up. For 1,000 recipients, the materials deadline is five days before the period closes. The full sending schedule must finish within the same period. Late materials do not extend the licence or move the campaign into the next period. All deadlines use UTC.

7. Unused distribution slots

Each distribution slot is valid only for its allocated month within the licence period. If you do not send a campaign during that month, the slot expires at the end of the month. Unused slots do not accumulate and cannot be carried forward to another month. The licence expires after 12 months regardless of how many campaigns you have sent; unused slots do not entitle you to an extension or to campaigns after expiry.

8. Platform use and restricted exports

The audience may be viewed and used through the platform. Profiles, email addresses and the underlying database cannot be downloaded, copied, exported as CSV or XLSX, or transferred as a list to a CRM. Audience previews carry identifying watermarks and use the platform’s viewing restrictions.

9. Direct contact with recipients

Contact details remain internal. They become available to you when a recipient requests direct contact and authorizes that contact. You may then continue the conversation directly with that recipient. This does not provide access to the rest of the database.

10. Contact matching and duplicates

Confirmed exclusions supplied through contact matching apply to the research selection. If you explicitly skip matching, the audience may include people you already know. UHNWI remains responsible for duplicates within the delivered order and for applying confirmed exclusions.

11. Recipient exclusions

Recipients who unsubscribe, become unavailable, or are excluded at your request will not receive further campaigns from your account. You may request exclusion when you already communicate directly with a recipient. An inquiry alone does not automatically stop future campaigns. Exclusions are recorded with their reason and date. The original researched audience is retained; excluded recipients are not replaced.

12. Service credit

After a paid licence period with an approved, used campaign closes, we credit each recorded excluded recipient who received no initial message in that period. The amount is the licence price actually paid for that recipient for that period, including any advance-payment discount and excluding research or criteria fees. No credit is earned for a recipient already sent that campaign, for future periods in advance, or merely because you did not use a monthly slot. Each recipient is credited once per eligible period. Credit accumulates in one balance for UHNWI Data and UHNWI Direct and may reduce a new Direct campaign order or an initial Data research payment. It is not a cash refund and does not change recurring licence payments. You choose whether to use it at checkout; any unused balance remains available. A minimum cash payment of $0.50 applies.

13. Access after expiry

The licence option expires at the end of the access period. The database remains with UHNWI. Further platform use requires a new licence arrangement. For questions about your audience, billing or activation, contact your campaign manager through the internal messaging service.