WealthStage is an advertising platform designed to help financial services brands plan, activate, and measure digital media campaigns. Its WealthStage Engine™ uses AI to combine first-party customer insights with third-party wealth and lifestage data, real-time signals, and advertiser insights, creating a more detailed view of households than demographic targeting alone. This helps marketers identify audiences according to financial capacity, investment propensity, intent, and significant life events, then reach them when their needs and circumstances align with relevant products.

The platform supports campaigns across banking, lending, credit and payments, insurance, wealth and investing, retirement planning, and related sectors. It extends financial institutions’ customer intelligence into digital channels, including programmatic display, online video, connected TV, and digital out-of-home. WealthStage also offers flexible, full-service support and media partner integration to make activation and analysis more straightforward. Its measurement focuses on business outcomes such as funded accounts and deposits, assets under management growth, applications, and policy growth.