Elevate Your Prospect & Client Experience with Altrata

Focus your time on prospects most likely to convert. Our team of experts in HNW prospecting understands exactly what you need to for a more effective sales strategy.

• Access detailed information on net worth, source of wealth, interests, passions, and more to power prospecting and due diligence
• Enrich your CRM with wealth data
• Request unique dossiers on prospect lists with curated research and intelligence on wealthy individuals
• Leverage custom analytics and market-level wealth intelligence to understand which of your target markets have the most growth potential

Understand your current and prospective clients like never before with insight into career history, philanthropic history, hobbies, interests, and more. Provide a personalized experience for your client, whether you’re targeting them through events, direct mail, or digital advertising.

• Access 100M+ people profiles
• Uncover leads with an affinity for your product or service
• Enrich your CRM with comprehensive data your team can leverage to drive prospects to convert
• Tailor your marketing tactics to drive more engagement

Altrata reveals the trusted networks of your prospects and clients. Discover hidden paths to connect and cultivate deeper relationships.

• Tailor your outreach methods so they are relevant and relationship-forward
• Gain critical context on your leads and clients
• Understand your clients’ affinities and influence

Timely outreach is key to driving conversion. Ensure your staying up to date with your targets.

• Receive real time updates on your prospects and clients
• Use alerts on events, career updates, and more to connect with your prospects at exactly the right time
• Make sure your team is receiving the latest alerts on relevant prospects