Windfall

Actionable Consumer Financial Data

With an extreme focus on accuracy, Windfall’s offering will supercharge your organization’s data efforts.

Based in San Francisco, Windfall is changing the way data-driven organizations identify, understand, and engage affluent consumers.

The company was founded by seasoned executives with deep-domain experience in data and data science. Utilizing deterministic data sets and proprietary algorithms, Windfall focuses on providing actionable consumer financial data.

Our offerings work seamlessly with your current systems and workflow so that you can maximize all of your data efforts. The Windfall team spends time with each customer to make sure they are fully onboarded and can appropriately use the data for their individual needs.

Obtain the data - Quickly identify and prioritize consumers in your database.

Understand & segment - Get deeper insights and segment consumers through the Windfall lens.

Engage at the right time - Depending on certain triggers, determine who to engage with and when.

FOCUS ON THE AFFLUENT
Windfall tracks data across every single household in the US. Our curated data set specializes on consumers that have a net worth above $1 million.

REFRESHED WEEKLY
Built with proprietary algorithms and models, Windfall rebuilds its dataset on a weekly basis. This process ensures the timeliness and accuracy of our data.

RAPID AND SECURE SYNCS
Our platform maintains enterprise grade security that is trusted by more than 300 organizations. Customers can choose to sync with Windfall on a daily, weekly, or monthly basis.

UNLOCK MULTIPLE CHANNELS
Engaging with customers and prospects at the right time is paramount. By leveraging Windfall, organizations activate this data into meaningful channels, like: direct mail, social, or digital marketing.

EXPAND YOUR TARGET AUDIENCE
By looking through a new data lens, Windfall enables your organization to expand its addressable market. Built off of deterministic data sets, we strive for accuracy versus traditional survey based datasets.

CUSTOM SERVICES
What makes up your ideal customer profile? Are there specific attributes you would LOVE to have? Let us know! We frequently engage with our customers on custom solutions to enable the ultimate success.