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Why Most Wealth Screening Tools Miss the Actual Money
Most prospect research tools stop one step short of the money. Wealth screeners give modeled estimates. News monitors show headlines. Insider Focus works directly from primary SEC filings — delivering real share counts, vesting dates, and traceable wealth signals. Here’s how it compares to the tools advancement teams use today.
How Insider Focus Compares
| Capability | iWave · DonorSearch WealthX · Kindsight |
AlmaConnect | Insider Focus |
|---|---|---|---|
| Wealth data source | Modeled estimates | News & contact data, not wealth | ✓Primary SEC regulatory filings |
| Filing coverage depth | Aggregated / partial | ✗No filings | ✓5.5M+ filings · 2015–present |
| Update frequency | Monthly or quarterly | News alerts, set your frequency | ✓Real-time on every new filing |
| RSU / option vesting dates + share count | ✗Not available | ✗Not available | ✓Included on every profile |
| Visual wealth signal flags | ✗Not available | ✗Not available | ✓6 signal types: ADV · 990 · Vesting · Merger · 144 · Pre-IPO |
| IRS 990 nonprofit affinity | Limited | ✗Not available | ✓Auto cross-referenced on every profile |
| 36-month wealth summary export | ✗Not available | ✗Not available | ✓Up to 2,000 prospects at once |
| Securities gift pattern recognition | ✗Not available | ✗Not available | ✓History, values & giving cycles |
| Alumni across all SEC filing types | ✗Not available | Alumni via news, not filings | ✓Funds, broker-dealers, new IPOs included |
| Private company emerging wealth | ✗Not available | Press / news mentions only | ✓Pre-IPO founders from press releases |
| Source verification on every data point | Limited | Links to source articles | ✓Direct link to original filing |
| CFRE continuing education | ✗Not available | ✗Not available | ✓Coming September 2026 |
| Price point | Premium enterprise pricing | Free tier; Premium by quote | ✓Significantly lower |
Competitor capabilities reflect each vendor’s publicly available product information. AlmaConnect is a news-monitoring and contact-data platform for advancement teams; the wealth-data rows reflect that category difference.
