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Wealthintelligence

WEALTHINTELLIGENCEA5 · direct accessManage supplier listing

first-party UK financial-planning intent panel built from anonymous interactions with free financial tools, covering ISA (cash and stocks & shares), pension/retirement (drawdown and annuity) and SIPP activity; 15,150 records on a rolling 24-month window (27 Aug 2024 - 27 Aug 2026)

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Coverage

Universe, instruments and categories.

GICS sectors
ISA (cash, stocks & shares)pensions / retirement (drawdown, annuity)SIPP (self-invested personal pension)
Categories
first-party consumer financial-planning intent and behaviour data
Regions
UK
Sample tickers
AJB.LLGEN.LMNG.LQLT.LABDN.L

Wealthintelligence has not added their own details yet. Not yet on file:

  • Dataset
  • Data dictionary
  • Coverage
  • Provenance
  • Rights & data handling