Using Assets Under Management as a Proxy for Annual Revenue in Financial Services Prospects: Data Vendor Recommendati...

·Sep 29, 2026 04:07 PM(edited)·

Hi everyone - My exec team wants me to look into "Assets Under Management" as a better proxy for Annual Revenue for our Financial Services prospects. Have anyone ever looked into that before? I'm curious if there are any recommendations for particular data vendors vs. using a Claygent. Thanks!

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2 comments

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Anthony P.
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Hey Mark, have some experience with this as we've also leant on AUM rather than revenue or headcount. Typically we used a claygent or did our own agentic workflow (e.g. look at filing history).
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Mark R.
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Thanks, Anthony!

Anthony P.
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Hey Mark, have some experience with this as we've also leant on AUM rather than revenue or headcount. Typically we used a claygent or did our own agentic workflow (e.g. look at filing history).
1
Mark R.
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Thanks, Anthony!