Industries we serve
Corporations
- Advance business development efforts with executive buyers by accessing insight into their strategic priorities, interests and professional connections
- Edge out the competition with intelligence on new markets for expansion
- Access to critical customer data like source of wealth, asset allocation and interests for more tailored outreach
- Pinpoint candidates with the skills and experience needed to fill critical roles in your organization including emerging roles like Chief AI Officer and more
Financial Services & Banking
- Acquire insights to attract high-value clients with personalized marketing campaigns that resonate with their financial goals and risk tolerance, leading to increased conversions
- Segment your client base and analyze data to tailor investment recommendations and wealth management strategies, maximizing client satisfaction and retention
- Identify suspicious activity and assess client backgrounds to prevent fraud and build trust, fostering long-term client relationships and risk mitigation
- Fuel better business development with insight into executive buyers including their corporate transaction experience, connections and gaps in the leadership pipeline
Healthcare
- Pinpoint high-net-worth individuals and corporations who align with your mission, enhance fundraising efforts and funnel more donors into Grateful Patient Programs
- Identify potential risk factors associated with a donor to make informed decisions about accepting donations and avoid reputational risks
Higher Education
- Identify and understand potential high-value donors among their alumni base and the community to tailor fundraising efforts to resonate with each donor’s specific motivations and giving capacity
- Learn more about your donor and alumni network to pinpoint wealthy individuals with an affinity and propensity to give
- Leverage vast data sets on exceptional people across the globe, fueling research on corporate governance trends, shifts in global wealth, the impact of influential relationships and more
Investing
- Build target lists quickly with deep insight into an organizations leadership team
- Engage with ultra wealthy individual across the globe to fuel fundraising rounds and pinpoint targets with an investing strategy that aligns with your goals
- Make investment decisions quickly with up to date and actionable data on the wealthy and well-connected business leaders across the globe
- Identify fraud risks, assess client backgrounds and ensure KYC compliance. Build trust and mitigate risks for a stronger client foundation
Luxury
- Pinpoint high-net-worth individuals interested in luxury goods and analyze their preferences to craft targeted campaigns to drive sales and client acquisition
- Ensure KYC compliance for luxury goods acquisitions, safeguarding against money laundering and protecting your reputation
- Access a global network of leaders and influencers to fill key board and advisory roles
Nonprofit
- Uncover more value in your donor database with insight into your contacts net worth, giving history, and propensity to give more with solutions that range from those just getting started to sophisticated, global organizations
- Access and retain top high net worth donors with deep intelligence into their interests and passions for more personal and effective outreach
- Expand your network and see how wealthy donors and board members can connect you to a wider audience of philanthropic individuals or present risk
Professional & Legal Services
- Identify high-net-worth individuals or businesses requiring your specific professional services
- Analyze market trends, identify competitor activity, and understand client connections within your industry
- Streamline the search for qualified professionals to find candidates with the specific skills and experience you require
- Keep track of alumni for better business development
Recruiting
- Identify qualified professionals matching specific skills and experience requirements
- Analyze industry trends, understand competitor activity, and identify up and coming talent
- Perform KYC checks, particularly for high-level placements to aid in candidate vetting
Small Business
- Pinpoint companies with strong financial backing or decision-makers with significant purchasing power
- Gain insights into a competitor’s financial health, ownership structure, and investment activities
- Uncover investment trends within your specific industry
Technology
- Craft targeted marketing campaigns that resonate with key account needs
- Uncover investment activities and partnerships to identify new market opportunities
- Analyze competitor data to identify your competitive advantage
- Refine your product roadmap and prioritize features that resonate most with your target market
Our exceptional partners
Work the way you want and access Altrata data though one of our partners.
Goals met. Growth achieved.
Meaningful connections for world-class organizations
The world’s top organizations partner with Altrata to identify strategic opportunities, optimize their engagement strategies, and drive impactful organizational growth. Our clients include:
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Of the 50 largest US nonprofits
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Of the 50 largest US hospital systems
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Of the 50 largest US universities
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Luxury brands
Ready to engage the exceptional?
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