SEC EDGAR
On annual / quarterly filingRevenue, employees, legal name, fiscal year
US-registered filers only. Matched by CIK / SEC CRD number when available.
Methodology
Data sources
Wealth Tech Navigator favours primary, free, attributable sources. The catalog is illustrative — not an exhaustive census — and every figure below can be traced back to a public filing or a named provider.
GLEIF
Daily reference dataLegal Entity Identifier (LEI), parent entity, HQ country
Used to confirm corporate parents (e.g. Black Diamond → SS&C) and headquarters jurisdiction.
SEC Form ADV
Annual amendmentsRegistered investment advisers, AUM, client counts
Powers the wealth-firm dataset and AUM figures on firm pages.
Crunchbase
Event-drivenFunding rounds, founding year, status
Disclosed rounds only. Private / undisclosed vendors show as Private.
Wikipedia / Wikidata
On changeShort descriptions, ownership history
Pulled selectively to backfill descriptions; never used for financials.
Manual editorial overrides
ContinuousAnything above (where primary sources are wrong or stale)
Catalog team can pin a corrected value (parent, country, AI-impact rationale) that survives re-imports.
What we don’t do
- Resell paid third-party datasets (no Pitchbook, no S&P licensing).
- Scrape vendor websites for financial fields — too noisy, too stale.
- Publish AI-impact ratings without a written rationale on the sub-capability page.
Spot something wrong? Open a sub-capability and use the “Report issue” affordance — the catalog team triages within a week.