David Friedman is a pioneer and serial entrepreneur in the wealth training, data and intelligence arena. Mr. Friedman is a noted author and speaker on UHNW trends, business development practices and his opinions on a broad range of topics involving t... Read more
David Friedman is a pioneer and serial entrepreneur in the wealth training, data and intelligence arena. Mr. Friedman is a noted author and speaker on UHNW trends, business development practices and his opinions on a broad range of topics involving the ultra-wealthy have been featured in such publications as the Wall Street Journal, New York Times, The Guardian, Investment News, Financial Times and The Telegraph. He has been a frequent television commentator on the ultra-wealthy for the BBC, FOX, WSJ and Bloomberg. Most recently Mr. Friedman has Co-Founded WealthQuotient, the leading training and HNW/UHNW prospect development platform that equips its clients with a 5 Step methodology for scaling referrals in a proactive and systematic way as well as monitoring KPIs around that process. The WealthQuotient methodology is born out of over a decade of experience of working with the top global Multi-Family Offices, private banks, luxury brands and non-profit/higher education and distills the hundreds of case studies and best practices in engaging the ultra affluent market into a tactical process and toolkit. WealthQuotient is a TaaS (Training as a Service) platform that integrates fully with CRM systems and has a digital toolkit. Prior to founding WealthQuotient, Mr. Friedman was Co-Founder and President of Wealth-X, the world's first and leading global wealth intelligence platforms. Wealth-X's 270 employees are responsible for manually curating open source data and distilling it into 10-15 page dossiers on UHNW individuals across 160 countries. Mr. Friedman and his co-founder Mykolas Rambus successfully transacted a majority share sale of Wealth-X to Insight Venture Partners, an $8B private equity fund based in New York City who currently owns and operates Wealth-X. Mr. Friedman has a Masters Degree in Philosophical Theology and Ethics from Yale Divinity School and has a B.A. from Wheaton College where he graduated Magna Cum Laude.
by Janice Lee