David Friedman
Co-founder, WealthQuotient
Having created the world’s first and only global ultra-high-net-worth database of handcrafted open source dossiers, Mr. Friedman is a pioneer in the wealth data and intelligence arena, being considered one of the world’s leading experts and authority on the global ultra affluent and high-net-worth market. Mr. Friedman is a noted and sought-after speaker in trends impacting the ultra affluent along with strategies for accessing and engaging them. Mr. Friedman has been quoted in The Wall Street Journal, New York Times, Financial Times, The Guardian, Investment News, Forbes and The Telegraph, and has been a frequent guest contributor on such broadcasts as CNBC, BBC, FOX, CNN, and Bloomberg.
Prior to founding WealthQuotient, Mr. Friedman co-founded Wealth-X, the world’s only global ultra affluent data and intelligence platform, where he and his co-founder successfully sold a majority stake to Insight Venture Partners ($8B NYC based private equity fund) who recently resold it to Euromoney, a London-based billion dollar market cap public company.
Prior to Wealth-X, Mr. Friedman spent several years as Managing Director at CB Richard Ellis advising global Fortune 500 companies on their location strategies as well as sovereign wealth funds in the Middle East, Asia, and Latin America on billion dollar real estate development projects related to economic growth strategies. His client portfolio included the Saudi Royal Family, Bahraini Government, Kuwait Finance House, the Malaysian Sovereign Wealth Fund, Jumeriah Capital, and the Government of Puerto Rico.
Mr. Friedman started his career at Oxford Analytica, the world’s leading geopolitical analysis and declassified intelligence firm founded by his mentor Dr. David Young, former special assistant to Kissinger in the Nixon White House. Mr. Friedman also currently serves on their Advisory Board.
Mr. Friedman graduated magna cum laude from Wheaton College with a bachelors in Political Science and receive High Honors with his Masters Degree in Philosophical Theology and Ethics from Yale Divinity School.
About WealthQuotient
As the world’s leading UHNW/HNW prospect development platform, WealthQuotient is transforming the way the top global luxury, financial services, and non-profit/higher education brands are identifying, accessing, and engaging their wealthiest prospects. WealthQuotient creates new paradigms for growth by installing new mindsets, methodologies, and measurements for our clients around HNW/UHNW prospecting. The WealthQuotient 5 Step Methodology empowers sales and fundraising professionals to more systematically and proactively scale referrals to accelerate access to wealthy prospects while creating coincidences that unlock chemistry and trust.