Asset and Wealth Management

Asset and wealth management firms use BoardEx to identify new opportunities and execute quantitative strategy.
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Tap into the network of more than 3 million business leaders, decision makers, and global organizations.

Unlock the Power of Your Network

BoardEx is an advanced enterprise solution built to connect you with an exclusive network of global business leaders and decision makers.

Executive Data

All BoardEx data is collected from credible, published sources and cannot be edited by users. Our team of 300+ skilled analysts research, verify and maintain millions of profiles.

Approximately 33% of the individuals are currently serving on boards of companies and 38% are either board members or part of the C-Suite. Data details include current and historic roles (with start and end dates) for board positions, employment and education. Every week, on average, BoardEx adds 2,500 profiles and updates 27,000 others.

Know Your Customer

BoardEx is used for research and due diligence as it relates to a customer’s network.  Download a detailed report of your customers current and former public, private and non-profit company affiliations.  Individual profiles provide a snap shot of their most current connections.

Leadership Research and Tracking

  • Dig deeper into the organizations and individuals you want to reach including the make up of the board of directors, committees and C-suite.
  • Receive alerts tracking executive movement across and within various sectors, industries, indices and more
  • Unlock the power of your alumni network with tools built to track individuals that work for or are connected to a target client.
  • Quickly prepare for new business meetings by researching the most up-to-date information on individuals

Integration Options

BoardEx offers a range of deployment and integration models, including secure hosting and “behind-the-firewall” solutions.  Custom data feed solutions are available along with integrations with Salesforce and other CRM systems.

BoardEx In The News

Gender Diversity Remains Necessity in the Boardroom

High-profile business leaders took the stage in New York on Thursday to make the case for gender diversity as a necessity in corporate boardrooms and talk through what it takes to make that diversity materialize.

Legion Proposes Primo Water Declassify Board

Activist fund Legion Partners on Oct. 29 reiterated its complaints against target Primo Water and submitted a proposal calling on the company to declassify its board and elect all directors annually, and it suggested that it might launch a proxy fight at next year’s annual meeting.