Wealthmonitor alternatives for UK private bankers and wealth managers
An honest map of the market, split by the job each tool actually does.
The house builds one of the alternatives below, and says so where it appears. The comparison is honest because it has to be, and where another tool is the better fit, the page says that too.
In short
Wealthmonitor, ION Analytics' liquidity-event service built on Mergermarket reporting, has five practical alternatives for UK private bankers in 2026: Mergermarket or PitchBook for deals, Altrata (Wealth-X) for dossiers, Beauhurst for UK company research, Aidentified or WealthFeed for US advisers, and Windfall for the UK public record read daily. Competitor claims read 2 November 2026.
Key takeaways
- As at 2 November 2026, Wealthmonitor, ION Analytics' liquidity-event service, publishes no price and is sold through a "Talk to Sales" form.
- Beauhurst's public-sector listing, dated 29 January 2026, prices its platform at £6,000 a named seat a year for the first five seats, falling by band to £2,000 above fifty, with a five-seat minimum.
- Aidentified and WealthFeed, the US adviser platforms, claim no UK company or filing coverage on their home pages as at 2 November 2026.
- In October 2026, 81 of the 390 declarations of solvency the house read swore a surplus of £1m or more, and 18 swore £5m or more.
- As at 2 November 2026, at least 104,005 active companies with a current individual person with significant control reported net assets of £1m or more on electronically filed accounts for periods ending in 2024 or later.
Why do people look for Wealthmonitor alternatives?
Wealthmonitor is the established tool for liquidity-event prospecting in wealth management: built on Mergermarket reporting, it links M&A liquidity events to the individuals behind them, with alerts when a deal progresses and when a new profile goes live, as its own page described it on 2 November 2026. It is genuinely good at what it does. People look for alternatives for two reasons: it is sold through a "Talk to Sales" form with no published price, and its coverage is deal-led, meaning it sees wealth where Mergermarket's reporting sees a deal, including deals expected to come to market.
What are the alternatives to Wealthmonitor?
The honest answer depends on the job. No tool replaces Wealthmonitor like for like; the market splits by what you are actually trying to see. The table shows each alternative as its own site described it on 2 November 2026.
| Job | Tool | Pricing, as published at 2 November 2026 | UK coverage, as stated |
|---|---|---|---|
| Deal intelligence | Mergermarket, PitchBook | Not published (Mergermarket); PitchBook's site could not be read | Global deal coverage (Mergermarket) |
| Dossiers on the known wealthy | Altrata (Wealth-X) | Not published | Global profiles |
| UK company research | Beauhurst | Public-sector listing: £6,000 a named seat a year for the first five seats, falling by band to £2,000 above fifty, five-seat minimum (G-Cloud 15, 29 January 2026) | Every UK private company, as it states it; strongest on growth companies |
| US adviser prospecting | Aidentified, WealthFeed | Not published (Aidentified); "Pay as you go" (WealthFeed) | None claimed |
| The UK public record, daily | Windfall | £399 to £699 every four weeks plus VAT, by joining order | UK only |
For deal intelligence: Mergermarket or PitchBook. If the job is tracking M&A at scale, the closest substitute is Mergermarket, the reporting Wealthmonitor is built on; on its home page as at 2 November 2026 it offers predictive analytics on private equity-backed companies coming to market within 6 to 18 months. Mergermarket publishes no price on its site, and PitchBook's site refused automated reading on 2 November 2026, so nothing is stated from it.
For dossiers on the established wealthy: Altrata (Wealth-X). Dossiers on the world's wealthiest individuals, which Wealth-X says on its page as at 2 November 2026 are built and verified by 400+ researchers, with net worth search for finding new clients. Price not published.
For UK company research: Beauhurst. UK private-company data, strongest on high-growth and equity-backed companies. Its G-Cloud 15 listing for its public-sector platform, dated 29 January 2026, prices it at £6,000 a named seat a year for the first five seats, falling by band to £2,000 above fifty, with a five-seat minimum; it does not publish prices for its commercial products. As at 2 November 2026 its wealth-management page offers search on shareholders and estimated paper wealth, with signals drawn from funding rounds, growth and restructuring.
For US advisers: Aidentified or WealthFeed. The US adviser platforms, with wealth-event alerts (Aidentified) and money-in-motion signals (WealthFeed), built for US advisers; neither home page claims any UK company or filing coverage as at 2 November 2026. They appear here because they rank in the search results a UK buyer will meet.
For the UK public record read daily: Windfall (the house writing this page). A per-seat daily brief at a published price, as at 2 November 2026, of £399 to £699 every four weeks plus VAT, by joining order, for individual UK private bankers and wealth managers. Windfall reads the UK public record every day (Companies House accounts and filings, the register of people with significant control, The Gazette) and names people for members in their own patch, with the event and the way in. The structural difference from Wealthmonitor is the layer covered: an announced deal has usually been routed to a wealth division before completion, and Windfall works the layer before and beneath the press. As at 2 November 2026, at least 104,005 active companies with a current individual person with significant control reported net assets of £1m or more on electronically filed accounts for periods ending in 2024 or later (paper filers are largely absent). In October 2026 The Gazette carried 970 solvent winding-up notices, and 81 of the 390 declarations of solvency the house read that month swore a surplus of £1m or more.
How does Wealthmonitor compare with Windfall?
Same buyer, different layers of the same market. Wealthmonitor is built on Mergermarket reporting, deal-led, sold through a "Talk to Sales" form with no published price, and global in deal coverage. Windfall is read from the public record each morning, filing-led, per seat at a published price, UK only by design, and centred on the owners of private companies rather than the announced deal. A large private bank's strategy team might sensibly run both. An individual banker or a boutique choosing one instrument for new-client work in the UK is choosing between a deal feed and a patch brief, and should choose by where the next client actually comes from.
Frequently asked questions
How much does Wealthmonitor cost?
ION Analytics does not publish a price; Wealthmonitor is sold through a "Talk to Sales" form, as at 2 November 2026. Of the tools on this page, as at 2 November 2026 only Windfall publishes a commercial price, £399 to £699 every four weeks plus VAT, by joining order; Beauhurst publishes a public-sector schedule.
Is there a per-seat alternative to Wealthmonitor?
For UK use, Windfall is per seat by design at a published price. The US adviser platforms, Aidentified and WealthFeed, claim no UK coverage on their home pages as at 2 November 2026.
What can none of these tools do?
Publish reliable net-worth figures for private individuals. UK private wealth is not on any public register; any tool quoting a precise figure for a private person is estimating. Windfall's position is to state only what the record evidences, banded, with the source attached.
Which Wealthmonitor alternative covers the UK?
Beauhurst covers every UK private company, as it states it; Mergermarket's deal coverage is global; Altrata's profiles are global; Windfall covers the UK public record only. Aidentified and WealthFeed claim no UK coverage, as at 2 November 2026.
Can a bank run Wealthmonitor and Windfall together?
Yes. Wealthmonitor covers reported deals and Windfall covers the filings beneath the press, so the two overlap little. A strategy team might hold both; an individual banker usually chooses one by where their clients come from.
What changed on 2 November 2026
Corrected: the Beauhurst price. This page said its public-sector rate card was about £24,500 a year for five users; the listing current since 29 January 2026 is £6,000 a named seat a year for the first five seats, falling by band to £2,000 above fifty, with a five-seat minimum. Beauhurst's wealth offer was updated from its own page. Key takeaways were added. The house's figures were re-measured on 2 November 2026: the 16 August 2026 figures are replaced throughout by October 2026 ones, and the count of companies with £1m or more of net assets with a current individual person with significant control is new. Every competitor description was re-read on 2 November 2026 and brought into line with the competitor's own pages, and Windfall's price sentences are now dated.
Method
Windfall's figures on this page are computed from the UK public record (The Gazette's notices, declarations of solvency filed at Companies House, Companies House accounts and the PSC register) with measure-ledger.ts --month 2026-10 and measure-research-counts.ts, measured on 2 November 2026; nothing is summed across companies. Competitor claims read 2 November 2026 from each competitor's own pages; PitchBook's site refused automated reading, so nothing is stated from it.
Sources
- ION Analytics, Wealthmonitor, https://www.ionanalytics.com/wealthmonitor/ and https://www.ionanalytics.com/wealthmonitor/contact/, read 2 November 2026.
- Mergermarket, https://www.mergermarket.com/, read 2 November 2026.
- Altrata, Wealth-X, https://altrata.com/products/wealth-x, read 2 November 2026.
- Beauhurst, G-Cloud 15 pricing document for BeauhurstImpact, dated 29 January 2026, https://assets.applytosupply.digitalmarketplace.service.gov.uk/g-cloud-15/documents/715551/272199729305282-pricing-document-2026-01-29-1440.pdf, and https://www.beauhurst.com/industries/wealth-management/, read 2 November 2026.
- Aidentified, https://www.aidentified.com/, read 2 November 2026.
- WealthFeed, https://wealthfeed.com/, read 2 November 2026.
- Windfall Intelligence, https://joinwindfall.com/, read 2 November 2026.
- The Gazette, notice code 2431, and declarations of solvency filed at Companies House, October 2026, measured 2 November 2026.
- Companies House accounts and the PSC register, measured 2 November 2026.
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.
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