Segment prospects by wealth and income using Clay + Minerva

Before we begin

Most companies qualify prospects by job title and company. But does that really show who can buy your product? For higher-ticket or luxury purchases, wealth and income matter. Minerva (natively integrated in Clay) provides estimated wealth and income data so you can better qualify inbound and outbound leads.

Here are a few common use cases:

1. Prosumer SaaS & Fintech tools
   • The pain: Free signups flood in with no context, and only a fraction have true upgrade potential.
   • The fix with Minerva: Resolve signups to employers and titles, then fast-track ICP fits into your sales-assisted or enterprise funnel.
2. High-ticket consumer brands
   • Examples: Luxury travel, high-end fitness/wellness, private education, wealth management.
   • The pain: Inbound lists are full of Gmail signups, and CAC is too high to waste on unqualified buyers.
   • The fix with Minerva: Link personal → professional to filter for households with discretionary income. Build wealth-tiered segments so you only chase customers who can actually buy.
3. Education & training (B2C → B2B cross-sell)
   • The pain: Applicants use personal emails, but fit depends on career stage, employer sponsorship, or disposable income.
   • The fix with Minerva: Enrich leads with professional background and wealth signals. Price correctly, tailor offers by career tier, and surface corporate training opportunities.

How it works: 

1. Copy this template to your workspace
2. Grab an identifier like name, email, phone, or Linkedin profile
3. Use the “Enrich person wealth & income” action by Minerva
4. Add the relevant columns to your table

‍