Territory filters
Filter by country, industry, minimum net worth from $1B to $100B, self-made status and gender. A New York team can pull US finance and real estate fortunes above $5B in one pass.
For private banks and wealth advisers
Billionaire Prospecting Tool for Wealth Management Prospecting
Pick a territory, an industry and a minimum net worth, and get a shortlist of billionaire prospects with a dated, sourced estimate on every row. Export it to Excel or CSV for your CRM and get an alert when a prospect's estimate changes.
3,368 ranked billionaires, rebuilt 19 Oct 2026 Plans from $24 a month billed yearly
Prospect universe in the live ranking
Live| Segment | Ranked people |
|---|---|
| All living billionaires | 3,368 |
| Associated with the United States | 984 |
| Self-made | 2,268 |
| Manufacturing and industry | 567 |
| Technology | 528 |
| Finance and investments | 476 |
| Diversified | 429 |
| Real estate | 257 |
Counts come from the live ranking. Segments overlap, so do not add them together.
A prospecting tool built for the top of the wealth pyramid
BillionaireList is a billionaire prospecting tool for wealth managers, private bankers and family office business development teams. It ranks every living person with a dated public net worth estimate of $1 billion or more, lets you filter them by country, industry, net worth and self-made status, and exports the shortlist with the publisher and source URL attached to each figure. It does not cover the broader millionaire market, and it sells no contact data.
Most wealth management prospecting tools are built to screen millions of affluent households. That is the right job for a retail advisory practice. A private bank covering principals worth hundreds of millions or more works a much smaller list, where each name gets a researched brief and a planned introduction. For that work, accuracy and a citable source on every number matter more than reach.
What the prospecting tool does
Six features carry a prospect from the first filter to a brief your team can defend in front of a compliance reviewer.
Dated estimate on every row
Each net worth figure shows the date it was published. You know whether a number is from last week or last spring before it lands in a prospect brief.
Source link you can cite
The publisher and original URL travel with every figure, so a colleague or a reviewer can check the evidence without repeating your search.
Excel and CSV export
Export the shortlist with 14 columns to XLSX or CSV. Map it once into Salesforce, HubSpot, Redtail or Wealthbox and keep the source columns in the import.
Alerts on estimate changes
Watch prospects and get an email when a new estimate lands. A large change after an IPO, a sale or a share price move is often the reason to call.
API for your systems
The Data plan adds an API with full estimate history, so a CRM, a research portal or an internal dashboard can pull the same sourced records automatically.
How to prospect billionaires in four steps
- 1
Define the territory
Choose the country and industries your team covers and set a minimum net worth. Keep the list short enough that each name gets real research, usually 20 to 60 people per adviser.
- 2
Check every record
Open each profile and read the estimate date, source and source of wealth. Drop anyone whose fortune sits in a structure or jurisdiction your firm cannot serve.
- 3
Export and enrich
Export to XLSX or CSV and import into your CRM. Add relationship notes, existing advisers and introduction paths from your own network.
- 4
Watch for triggers
Set alerts on the shortlist. A new estimate after a liquidity event, a listing or a large share move is a natural moment to ask for an introduction.
Who uses it
The common thread is a small list of very wealthy people, each one worth hours of research.
Private banks
Coverage bankers build a territory list by country and sector, then bring a dated estimate and source of wealth into the account plan before a first meeting.
RIAs and multi-family offices
Business development teams find principals whose source of wealth matches their expertise, such as founders after a sale or heirs of a family company.
Trust and estate attorneys
Partners researching potential clients check how a fortune is held and how recent the estimate is before preparing a pitch.
Luxury and aviation sales
Account executives selling aircraft, yachts and trophy property research principals in a region, while knowing that net worth alone does not prove intent to buy.
Need the whole universe in a spreadsheet instead of a filtered territory? Use the billionaires list download in Excel and CSV, or see the ultra high net worth individuals list for tier counts.
Wealth management prospecting tools compared
Pick the tool by the tier you prospect. Broad platforms win when you need reach below the billion line; a billionaire tool wins on price and sourcing when you do not.
| Tool | Coverage | Source per figure | Export | Public pricing | Best for |
|---|---|---|---|---|---|
| BillionaireList | Living people at $1B or more | Date, publisher and URL on every row | XLSX, CSV, API on Data | Pro $49 a month, Data $199 a month | Private banks and family offices covering billionaires |
| Wealth-X (Altrata) | Broad UHNW dossiers worldwide | Varies by profile | By contract | Quote only | Global private banks needing $30M+ coverage |
| WealthEngine (Altrata) | Modeled wealth for US households | Modeled fields, check a sample | By contract | Quote only | Screening a large client or donor file |
| Aidentified | US affluent profiles and wealth events | Varies by field | CRM integrations | Quote only | Advisers prospecting mass affluent and HNW households |
| Wealthmonitor (ION Analytics) | People behind M&A liquidity events | Deal context from journalists | By contract | Quote only | Catching new wealth at the moment of a sale |
Pricing reflects what each vendor publishes. For a deeper look, read the Wealth-X alternative comparison and the WealthEngine alternative comparison.
Published pricing
Pro
$49 a month
Or $24 a month billed yearly. Filtered exports and alerts for an adviser.
Data
$199 a month
3 seats, 25,000 export rows a month, full estimate history and 50,000 API requests a month.
Enterprise
$499 a month
15 seats with roles, single sign-on, 250,000 export rows and a licence for internal reports.
A confirmed account gets one 25-row sample export and one 7-day alert, enough to test the CRM import before you pick a plan. See the plan limits and export allowances.
Questions about billionaire prospecting
What is the best prospecting tool for financial advisors?
The best prospecting tool depends on the tier you cover. Broad platforms such as Wealth-X, WealthEngine and Aidentified screen millions of affluent households under quote-based contracts. If your book targets people worth $1 billion or more, BillionaireList is a cheaper, narrower tool with a dated source on every net worth figure and CSV or Excel exports.
How do wealth managers find ultra high net worth clients?
Wealth managers usually combine referrals from attorneys, accountants and existing clients with research on liquidity events, such as company sales and IPOs. A prospecting tool narrows the universe by geography, industry and wealth, then the adviser researches each principal, maps relationships and asks for a warm introduction instead of cold outreach.
How much do wealth prospecting tools cost?
Large wealth intelligence vendors rarely publish prices and sell annual contracts by quote. BillionaireList publishes its prices: Pro costs $49 a month or $24 a month billed yearly for exports and alerts, and Data costs $199 a month with full estimate history and API access.
Can I export a billionaire prospect list to my CRM?
Yes. Build a filtered list, open the live results and export to XLSX or CSV. Each row carries 14 columns, including net worth in USD, estimate date, publisher and source URL, so the import keeps the evidence. Salesforce, HubSpot and Redtail accept CSV imports. The Data plan adds an API for automatic sync.
Does BillionaireList include contact details?
No. BillionaireList sells no email addresses, phone numbers or home addresses. It provides net worth, estimate date, source, country, industry and source of wealth for research and account planning. Contact and introductions come from your own network, a company website or a licensed contact provider, under CAN-SPAM, TCPA and your firm's compliance rules.
How current is the billionaire data?
The ranking is rebuilt daily from stored estimates, and public records are rechecked weekly. Every figure keeps its own estimate date and publisher, so you can see exactly how old a number is before it goes into a prospect brief. Alerts tell you when a watched person gets a new estimate.
Build your billionaire prospect list
Filter your territory, check the sources and export a shortlist your team can research this week.