Best prospecting tools for UK private bankers and wealth managers, 2026
Thirteen tools, grouped by the job each one actually does, described from their own pages and read on the same day.
Nobody has written this list for a British banker, which is odd, because British bankers are asked to buy these things every week. The house builds one of the tools below and says so where it appears. The rest are described in their own words, and several of them will suit you better than mine.
In short
The prospecting tools a UK private banker or wealth manager can use in 2026 fall into six jobs, read on 2 November 2026: free registers (Companies House, The Gazette), company and onboarding data (Beauhurst, Endole, FullCircl), wealth dossiers (Altrata's Wealth-X), deal feeds (Wealthmonitor, Mergermarket, PitchBook), people tools (LinkedIn Sales Navigator) and US adviser platforms (Aidentified, WealthFeed). Windfall, a daily UK brief, is a seventh shape. Four of the thirteen publish a price.
Key takeaways
- Four of the thirteen tools here published a price on 2 November 2026: Endole (from £25 a seat a month, billed annually), LinkedIn Sales Navigator (from £94.99 a month), Windfall (£399 to £699 every four weeks plus VAT, by joining order) and, for the public sector only, Beauhurst (£6,000 a seat a year for the first five seats, minimum five, on G-Cloud 15).
- Beauhurst's pricing page said on 2 November 2026 "We don’t offer free trials", and that it "is not a contact database" for buyers of email lists in bulk.
- Companies House shows any company's officers, addresses and insolvency information free, with free alerts on changes, as at 2 November 2026.
- Neither US adviser platform, Aidentified nor WealthFeed, claimed any UK coverage on its home page on 2 November 2026.
- In October 2026 The Gazette carried 970 notices of a solvent members' winding-up, a dated money event any reader can find free on The Gazette.
How do the prospecting tools for UK private bankers compare?
The table sets the thirteen tools side by side on what each vendor's own site said on 2 November 2026. Tools were chosen because a UK banker searching for prospecting software meets them in the category's search results or on vendors' own comparison pages; generic contact-list vendors and charity wealth-screening services are left out. "Not published" means the vendor's site gave no figure that day.
| Tool | Job | UK coverage, as the vendor states it | Pricing as published | Trial | Read |
|---|---|---|---|---|---|
| Companies House | Free register | Every UK company | Free to search | Not needed | 2 November 2026 |
| The Gazette | Free register of notices | UK official notices | Free to search; data service by subscription | Data-service trial offered | 2 November 2026 |
| Beauhurst | Company database | Every private company in the UK, Germany and Ireland | Not published (public sector: £6,000 a seat a year, minimum five) | No | 2 November 2026 |
| Endole | Company database | 7M+ UK companies, 13M+ directors | £39 a seat a month, or £25 billed annually, plus VAT | No; 7-day money-back guarantee, free basic tier | 2 November 2026 |
| FullCircl (nCino) | Acquisition, onboarding and KYC | UK and Europe, for commercial banks | Not published | Not stated | 8 November 2026 |
| Altrata (Wealth-X) | Wealth dossiers | Global; UK not stated separately | Not published | Not stated | 2 November 2026 |
| Wealthmonitor (ION Analytics) | Deal-led wealth profiles | Liquidity events worldwide | Not published; sales enquiry | Not stated | 2 November 2026 |
| Mergermarket (ION Analytics) | M&A deal intelligence | Global | Not published | "Start Trial" form | 2 November 2026 |
| PitchBook | Private-markets database | Not read | Not read | Not read | Site refused automated reading |
| LinkedIn Sales Navigator | People search | Global network | From £94.99 a month (Core), £130 (Advanced), estimates that may exclude VAT | Yes, for eligible members | 2 November 2026 |
| Aidentified | US adviser platform | None claimed | Not published | Yes | 2 November 2026 |
| WealthFeed | US adviser platform | None claimed | "Pay as you go"; pricing page not readable | Not stated | 2 November 2026 |
| Windfall | Daily UK brief | UK only | £399 to £699 every four weeks plus VAT, by joining order | Ten working mornings | 2 November 2026 |
Each entry below uses the same five fields in the same order: what the tool is, what it does for a banker, where it stops, pricing and trial, and who should choose it.
Which free sources should a UK banker use first?
The two official registers are free, complete for what they cover, and the source the UK company databases draw on.
Companies House
Free register · every UK company · no charge to search
Companies House is the UK registrar of companies, an executive agency of the government. GOV.UK says, as at 2 November 2026, that anyone can get "some details about a company for free", including officers, previous names and insolvency information, and set up free email alerts when a company updates its details.
What it does for a banker: the filing history, accounts, people with significant control and charges, one company at a time, with an API for reading at scale.
Where it stops: it is a register, not a reading. Its search page says, as at 2 November 2026, "Companies House does not check the accuracy of the information filed", and it never tells you which filing matters.
Pricing and trial: free.
Who should choose it: everyone, before buying anything. Each UK company database on this page builds on what Companies House publishes.
The Gazette
Free register of official notices · UK · no charge to search
The Gazette is the UK's official public record, published by TSO under the superintendence of His Majesty's Stationery Office. Its open data is "free for the developer community to use and repurpose unless stated otherwise" under the Open Government Licence, which does not cover personal data (The Gazette, "Data", read 2 November 2026).
What it does for a banker: the dated notices that say money is moving, above all resolutions for a solvent members' voluntary winding-up (notice code 2431). In October 2026 The Gazette carried 970 of them, on the house's own count.
Where it stops: a notice names a company and a practitioner, not the owner or the sum. Joining it to the shareholder and the declaration of solvency is manual work.
Pricing and trial: free to search; a subscription data service for business, with a trial of its insolvency, strike-off and deceased-estate notices offered on its home page on 2 November 2026.
Who should choose it: a banker whose clients sell or close companies, with an hour each morning to read.
Which company databases cover UK private companies?
Company databases organise the register around the company: financials, owners, charges, funding and alerts.
Beauhurst
Company database · UK, Germany and Ireland · price not published
Beauhurst describes itself as "The Ultimate Private Company Data Source", tracking "every UK, German, and Irish private company, every day", with 7.5m+ company profiles and 190+ datapoints per company on its home page as at 2 November 2026. Its data page says, as at 2 November 2026, that a team of 60+ analysts verifies the data in-house.
What it does for a banker: Beauhurst's wealth-management page, read on 2 November 2026, pitches "Find the person, not just the company": search from shareholders and founders, "filter on shareholding size and estimated paper wealth", and watch funding history and time since the last round. Beauhurst Advise adds alerts and "accurate, up-to-date contact details" for decision-makers.
Where it stops: the lens is the funded, high-growth company, and the timing signals it names are rounds, growth and restructuring. Its pricing page says, as at 2 November 2026: "Beauhurst is not a contact database. If you’re looking to purchase large quantities of email addresses or telephone numbers to run untargeted sales campaigns then Beauhurst is not the right tool for you."
Pricing and trial: "We don’t offer free trials" (pricing page, 2 November 2026). The public-sector schedule for BeauhurstImpact on G-Cloud 15, dated 29 January 2026, is £6,000 a seat a year for the first five, minimum five.
Who should choose it: a team whose clients are founders of equity-backed companies. The Beauhurst alternatives page compares it in full.
Endole
Company database · UK · priced per seat
Endole is a UK company-information platform for risk, sales and marketing, offering "Unlimited research on 7M+ companies & 13M+ directors", credit reports and 21M+ contacts on its pricing page as at 2 November 2026.
What it does for a banker: quick, cheap research on any UK company, its directors, group structures and company-owned property, with change alerts.
Where it stops: Endole is built for business-to-business sales and credit checking; nothing on its pages in November 2026 addresses private wealth or the route to a personal introduction.
Pricing and trial: £39 a month for one seat, or £25 a month billed annually, exclusive of VAT, with a "7-day Money-back Guarantee" and "No contracts, cancel anytime" (pricing page, 2 November 2026). A free basic platform is offered.
Who should choose it: a banker who wants an affordable company lookup and will do the wealth reading personally.
FullCircl (now part of nCino)
Acquisition, onboarding and KYC data · UK and Europe · price not published
nCino described FullCircl as "a leading UK-based SaaS platform" when it announced the purchase on 30 October 2024, for an offering "for commercial banks in the UK and across the European Continent" covering "integrated acquisition, onboarding, KYB, KYC, and rules-based monitoring". That announcement is two years old. On 8 November 2026 it still stood on nCino's site and fullcircl.com still redirected to an nCino legal page, so this entry rests on nCino's words at the time of the purchase rather than on a current product page.
What it does for a banker: company data at onboarding and monitoring, inside a bank that runs nCino.
Where it stops: built, in nCino's words, for commercial banks' business clients, from acquisition to monitoring; nothing in the announcement addresses private clients or wealth.
Pricing and trial: not published.
Who should choose it: a bank's commercial-banking and onboarding teams.
Which tools profile people already known to be wealthy?
Wealth dossiers start from the person and are strongest where wealth is already visible.
Altrata (Wealth-X)
Wealth dossiers · global · price not published
Wealth-X, an Altrata brand, says it "has developed the world’s largest collection of records on wealthy individuals", with dossiers "built, verified and updated by a team of 400+ researchers", on its product page as at 2 November 2026. Altrata's other brands include WealthEngine, RelSci and BoardEx.
What it does for a banker: depth on a named person (net worth, background, associates, giving), net worth search for new clients, and screening of an existing client file.
Where it stops: a dossier exists only once a person is visible enough to research. The house's position is that the larger opportunity sits with owners of profitable private companies who never raised capital and appear in no rich list.
Pricing and trial: neither published on 2 November 2026.
Who should choose it: an institution that needs research and due diligence on the already-wealthy, worldwide.
Which tools track deals and the money they release?
Deal feeds see wealth where a transaction is reported, and are strong on timing ahead of completion.
Wealthmonitor (ION Analytics)
Deal-led wealth profiles · worldwide · price not published
Wealthmonitor calls itself "The only platform linking real-time M&A liquidity events to the private individuals behind them", built on Mergermarket reporting with access to 2.5 million M&A articles, on its own page as at 2 November 2026.
What it does for a banker: alerts when a deal progresses and when a new individual profile goes live.
Where it stops: it sees wealth where a deal is reported. The house's view, on the Wealthmonitor alternatives page, is that an announced deal has usually been routed to a wealth division before completion.
Pricing and trial: not published; a "Talk to Sales" form on 2 November 2026.
Who should choose it: a private bank whose new money comes from M&A and private equity exits.
Mergermarket (ION Analytics)
M&A deal intelligence · global · price not published
Mergermarket offers "predictive analytics to identify Private Equity-backed companies coming to market within 6-18 months" and reporting from "300+ leading journalists and analysts", on its home page as at 2 November 2026.
What it does for a banker: early sight of sale processes, the shareholder's liquidity before it happens.
Where it stops: built for dealmakers; the individual behind the company is Wealthmonitor's job.
Pricing and trial: not published; a "Start Trial" form on 2 November 2026, terms not stated.
Who should choose it: a team already close to corporate finance.
PitchBook
Private-markets database · not read · not read
PitchBook's site refused automated reading on 2 November 2026, so this page states nothing from it.
What it does for a banker: not read.
Where it stops: not read.
Pricing and trial: not read.
Who should choose it: not read.
What does LinkedIn Sales Navigator do for a private banker?
Sales Navigator is LinkedIn's sales tool, the people tool built on LinkedIn's own network.
LinkedIn Sales Navigator
People search · global network · priced per seat
LinkedIn describes Sales Navigator as "LinkedIn's B2B sales tool tailored for individual sellers and sales teams", with 50+ search filters, alerts on "job changes and new content" and three plans, Core, Advanced and Advanced Plus, on its pages as at 2 November 2026.
What it does for a banker: finds and follows professionals by role, firm and place. LinkedIn says integrations with Global Relay, Smarsh and Theta Lake "support financial-services organizations" on any plan.
Where it stops: the house's position is that Sales Navigator finds people who present themselves, is not built for owners of private companies or for dated events, and leaves the research and qualification to the banker. Windfall never fetches LinkedIn and holds no bulk LinkedIn data.
Pricing and trial: Core from £94.99 a month or £959.88 a year and Advanced from £130.00 a month or £1,499.88 a year, estimates that may exclude VAT (compare-plans page, 2 November 2026). A trial is open to members without a paid subscription and without a LinkedIn trial in the past 365 days, as at 2 November 2026.
Who should choose it: a banker whose clients are executives with a visible career.
Which US adviser platforms appear in UK searches?
Two US platforms rank for the wealth-event searches UK bankers make. Both are built for US advisers.
Aidentified
US adviser platform · no UK coverage claimed · price not published
Aidentified calls itself "The Prospecting Platform Built for Wealth Managers and Financial Advisors", searching 300M+ profiles with alerts on 16 wealth events, on its home page as at 2 November 2026.
What it does for a banker: for a US adviser, relationship mapping and wealth-event alerts.
Where it stops: nothing on its home page in November 2026 claims UK people, companies or filings.
Pricing and trial: plans for individuals and teams, prices not published; a trial is offered.
Who should choose it: an adviser with a US book.
WealthFeed
US adviser platform · no UK coverage claimed · pay as you go
WealthFeed describes itself as "The end-to-end AI growth engine for advisors", from "money-in-motion signals to warm introduction paths", with offices in New York and California, on its home page as at 2 November 2026.
What it does for a banker: for a US adviser, contact discovery, outreach automation and money-in-motion monitoring.
Where it stops: the home page names no UK coverage, as at 2 November 2026.
Pricing and trial: "Pay as you go"; the pricing page would not load on 2 November 2026.
Who should choose it: an adviser with a US book.
Where does Windfall fit among prospecting tools for UK private bankers?
Windfall is the house writing this page, and narrower than most entries above.
Windfall
Daily UK brief · UK only · priced per seat
Windfall Intelligence Ltd writes a private daily brief by email for UK private bankers and wealth managers, from the UK public record only. The house reads the public record each morning and names people for members, with the event and the way in, never more than five on a morning (joinwindfall.com, 2 November 2026).
What it does for a banker: a few named people a morning in the banker's own patch, rather than a database to search.
Where it stops: UK only; a few names a morning, not a list; the public record only; no company research platform; per seat for an individual, not a firm licence; a new house capped at 200 seats, as at 2 November 2026.
Pricing and trial: £399 every four weeks plus VAT for the first fifty seats, then £499, £599 and £699 by joining order, as published on 2 November 2026; ten working mornings at no charge, and no demonstration.
Who should choose it: a UK banker whose next client is more likely to be an owner closing or selling a private company than a name in the press.
How should a UK private banker choose between these tools?
Choose by where the next client comes from, not by data volume. The table maps each source of new clients to the tool built for it, on the vendors' own descriptions of 2 November 2026.
| If the next client is | The tool built for it |
|---|---|
| A founder of an equity-backed company before an exit | Beauhurst |
| A shareholder in an announced or rumoured M&A deal | Wealthmonitor, Mergermarket |
| A person already known to be wealthy, anywhere | Altrata (Wealth-X) |
| An executive with a visible career | LinkedIn Sales Navigator |
| A UK owner closing, selling or restructuring a private company that never raised equity | Companies House and The Gazette, read daily, or Windfall |
| A US household | Aidentified, WealthFeed |
Frequently asked questions
What is the best prospecting tool for a UK private banker?
No single tool covers every route to a new client in 2026. Beauhurst suits founders of funded companies, Wealthmonitor deal-led money, Altrata the already-visible wealthy and LinkedIn Sales Navigator executives; for owners of private companies, the free registers or Windfall read the events directly.
Which wealth prospecting tools publish their prices?
On 2 November 2026 four of the thirteen tools on this page published a price: Endole, LinkedIn Sales Navigator, Windfall, and Beauhurst for the UK public sector only. Altrata, Wealthmonitor, Mergermarket, FullCircl and Aidentified did not; PitchBook could not be read, and WealthFeed states only "Pay as you go".
Can I find wealthy business owners in the UK for free?
Yes, slowly. Companies House shows any company's officers, owners, accounts and insolvency information free, and The Gazette publishes every solvent winding-up notice free, as at 2 November 2026. The cost is the reading time.
Can you try Beauhurst before buying it?
No. Beauhurst's pricing page said on 2 November 2026: "We don’t offer free trials." It offers a demonstration instead.
Is LinkedIn Sales Navigator worth it for wealth managers?
For clients with a visible professional career, often, and at £94.99 a month for Core, as published on 2 November 2026, it is among the cheapest paid tools here. It is weaker on business owners who keep no public profile.
How was this list of prospecting tools selected?
The thirteen tools are those a UK banker meets when searching for prospecting software, plus the two free registers they draw on, read on 2 November 2026. Generic contact-list vendors and charity wealth-screening services are excluded.
What changed on 8 November 2026
The FullCircl entry was re-read. Its description rests on nCino's announcement of 30 October 2024, now two years old, and the entry now says so. No other entry changed.
Method
Every competitor description comes from the vendor's own website, or for FullCircl its acquirer's newsroom, read on 8 November 2026, with the others read on 2 November 2026; prices are as published that day, in sterling, and exclusive of VAT where the vendor says so. PitchBook's site refused automated reading and WealthFeed's pricing page would not load, so nothing is stated from either. The Gazette figures are the house's count of notice code 2431 for October 2026, and the declaration figures are declarations of solvency filed in October 2026 that the house read, measured on 2 November 2026; nothing is summed across companies.
Sources
All read 2 November 2026.
- Companies House: https://find-and-update.company-information.service.gov.uk/ and https://developer.company-information.service.gov.uk/
- GOV.UK, "Get information about a company": https://www.gov.uk/get-information-about-a-company
- The Gazette: https://www.thegazette.co.uk/ and https://www.thegazette.co.uk/data
- Beauhurst: https://www.beauhurst.com/, /pricing/, /industries/wealth-management/, /products/beauhurst-advise/ and /our-data/
- Beauhurst, BeauhurstImpact public-sector pricing schedule, G-Cloud 15, 29 January 2026: https://assets.applytosupply.digitalmarketplace.service.gov.uk/g-cloud-15/documents/715551/272199729305282-pricing-document-2026-01-29-1440.pdf
- Endole: https://www.endole.co.uk/ and https://www.endole.co.uk/pricing/
- nCino, "nCino Signs Definitive Agreement to Acquire FullCircl", 30 October 2024: https://www.ncino.com/news/ncino-to-acquire-fullcircl
- Altrata, Wealth-X: https://altrata.com/products/wealth-x
- ION Analytics, Wealthmonitor: https://www.ionanalytics.com/wealthmonitor/ and /wealthmonitor/contact/
- Mergermarket: https://www.mergermarket.com/
- LinkedIn Sales Navigator: https://business.linkedin.com/sales-solutions/compare-plans and https://business.linkedin.com/sales-solutions/sales-navigator
- Aidentified: https://www.aidentified.com/
- WealthFeed: https://wealthfeed.com/
- Windfall Intelligence: https://joinwindfall.com/
- The Gazette, notice code 2431, October 2026, counted by the house with measure-ledger.ts.
Winny is the house’s pen name. This page is written by Windfall Intelligence Ltd from the UK public record, every figure re-measured on the date it carries, and checked by a person before publication. How these pages are made. Corrections to hello@joinwindfall.com.
Related reading
Beauhurst alternatives for wealth managers and private bankers
A fair comparison of Beauhurst and its alternatives for UK wealth managers and private bankers, by the job each tool does, with Beauhurst's own published words on trials, contact data and price. The house builds one of the alternatives and says so.
Wealthmonitor alternatives for UK private bankers and wealth managers
An honest map of the tools for liquidity-event prospecting, split by the job each actually does. The house builds one of them and says so.