Powerlytics launches TrueWealth
Published 25th Jun 2025What if you could accurately unlock the income, investable assets, and contact information of 100% of U.S. households?
Now you can, with TrueWealth.
TrueWealth is a groundbreaking data platform that delivers unprecedented visibility into total household income and investable assets, including retirement accounts, stocks, bonds, mutual funds, deposits, and liquid wealth.
Designed for wealth management firms, credit unions, and banks, the platform empowers users to:
- Pinpoint high-potential prospects with unmatched accuracy
- Build data-backed profiles to personalize outreach
- Optimize customer acquisition strategy and ROI
By replacing guesswork with comprehensive, source-of-truth data, we’re setting a new standard for data-driven prospecting in financial services.
If you are a financial institution interested in a demo of the platform, please email us at sales@powerlytics.com.
If you are a financial advisor interested in direct access to the platform, click here.
Keep reading for the TrueWealth press release.
Powerlytics Launches TrueWealth, First-of-its-Kind Data Platform
Revealing Investable Assets and Income of 100% of U.S. Households
Data-driven insights empower wealth management firms, credit unions, and banks to drive growth by identifying and targeting high-value prospects with unparalleled accuracy
Doylestown, PA – June 26, 2025 – Powerlytics is transforming the way wealth management firms, banks, credit unions, and lenders achieve growth by delivering accurate, comprehensive data on 100% of U.S. households. Its latest innovation, TrueWealth, provides unmatched visibility into the investable assets and income of U.S. households, enabling users to identify, score, and engage high-potential prospects with precision in real time through its easy-to-use platform.
Powerlytics’ proprietary products leverage comprehensive financial data, underpinned by source of truth data from the IRS. By eliminating incomplete and inaccurate prospecting data, users can:
- Find, score, and prioritize prospects based on their income and investable assets, including stocks, bonds, mutual funds, retirement accounts, and deposits
- Build precise customized profiles by analyzing total household income and asset composition
- Improve marketing and lead generation efforts by targeting ideal clients with precision
“With organic growth proving to be a major challenge—at just 2-3% net new per year for most RIAs*—financial institutions need a smarter way to expand their client base,” said Kevin Sheetz, CEO and cofounder at Powerlytics. “The TrueWealth platform eliminates guesswork, providing firms with the most accurate and actionable wealth data available to drive sustainable growth.”
Powerlytics’ proprietary database, developed by a team of PhD economists, delivers the most complete, accurate, and frictionless financial data on the market. Wealth management firms, credit unions, and banks can now move beyond traditional growth methods and gain a competitive edge by confidently targeting high-value prospects. Click here to learn more or to schedule a demo, or contact sales@powerlytics.com.
*Source: Ficomm, The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study
About Powerlytics
Powerlytics is revolutionizing growth strategies for wealth management firms, banks, credit unions, and lenders by delivering accurate and comprehensive data on 100% of U.S. households and businesses. Its proprietary datasets—developed through decades of government consultation, academic research, and commercial operations—integrate information from trusted U.S. government sources like the IRS, Census Bureau, and Department of Labor. Powerlytics’ frictionless, objective data drives smarter prospecting, cross-selling, and up-selling, as well as more strategic lending and risk decision-making. Accomplish more with better data at Powerlytics.com.
