Investor Profile Tool

Spectrem’s Visual Analytics Investor Profile Tool is a content-focused dashboard tool that incorporates findings from Spectrem’s ongoing research with investors with $100,000 to $25 million in net worth. Users of Spectrem’s Investor Profile Tool have the ability to quickly view and analyze data utilizing a variety of filters, allowing a greater understanding of their ideal market segment’s behaviors, preferences and concerns.

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A window to your affluent market

Understanding how your ideal clients make decisions is a consideration every wealth manager struggles with. Knowing why investors make their decisions and being aware of their concerns, priorities and preferences is key to an effective marketing and sales strategy and ongoing client management.



Using Spectrem’s Investor Profile Tool, you can quickly identify affluent investor behaviors and preferences and adapt your marketing and sales strategies as needed.

Profile investors based on:

  • Age
  • Income
  • Gender
  • Retirement Status
  • Marital Status
  • Ethnicity
  • Advisor Use
  • Wealth Level
  • Geography
Investor Profile Tool Demo