FundSvcs Community

Wealth Attribute Dashboard

  • 1.  Wealth Attribute Dashboard

    Posted 10-28-2021 02:09 PM

    Hey all!

    Recognizing that not everyone is on LinkedIn, I wanted to pass on the latest update to my wealth attribute dashboard. The focus of this dashboard is to provide an open source and difficult to clean/organize data towards prospecting constituents within your database.

    Over the next few months I'll be continuing to add datasets that may be helpful to DEI work (such as the Minority, Women, and Disadvantaged Business Enterprise data) and updating others (like the FAA registrant for pilots and the doctors and dentists dataset).

    Please share amongst your friends colleagues, and I'm happy to answer any questions towards any of the data I posted. Also I removed the ability to download the entire dataset from the dashboard -- please feel free to connect with me and let me know if you would like the entirety of the data.

     

    Steve Grimes (He/Him/His)
    Associate Director, Data Insight
    (718) 795-8026


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    Steve Grimes
    Associate Director, Data Insights
    The Helen Brown Group LLC
    grimessjr@GMAIL.COM
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