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Finance Client and Investor Segment Types
dfnclt_hnw
dfnclt_hnw
Level 1
High-Net-Worth (HNW) Clients
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/api/v1/systems/domain_finance_client/nodes/dfnclt_hnw
Expert Curated
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dfnclt_hnw_hnwi
HNWI: $1M-$5M investable assets (private banking, WM)
dfnclt_hnw_uhnw
Ultra HNWI: $30M+ (family office, private credit, alternatives)
dfnclt_hnw_vhnwi
Very HNWI: $5M-$30M (multi-family office, tailored products)
Cross-system equivalences
2
NAICS 2022
522
Credit Intermediation and Related Activities
broad
523
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
broad
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