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Capitalize on thorough customer profiling and risk assessment with insights from in-depth profiles, in-house research teams, and advanced relationship mapping.
Cindy Davis
National Financial Partners
Build relationships with exceptional business leaders, alumni, and wealthy individuals to drive your organization’s success.
Integrate our data into your existing workflows to better understand your data.
Find your path to engage with exceptional people.
Locate additional prospects and insights to develop your growth strategy.
Activate your team, monitor the landscape, and adjust as needed.
Identify, develop, and deliver unique growth strategies using our high-quality data streams, predictive analytics, and strategic relationship models.
People Profiles
Companies
Connections
Top teams use Altrata intelligence to drive deal origination and expand their business.
Ensure verification and adhere to best KYC practices with profiles of exceptional individuals curated at scale. Our comprehensive dossiers including source of wealth, investment patterns, known associates and philanthropic giving history.
Comprehend the intricate networks that can influence decision-making and risk using our unparalleled relationship mapping.
Enhance client databases by integrating extensive data on source of wealth, professional relationships, and market trends, ensuring current and comprehensive information.
Evaluate and interpret wealth insights to support risk assessment, identifying financial stability and potential red flags.
Stay abreast of the latest news and events that shape your industry.
Our integrations seamlessly fit into your workflow for maximum productivity.
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With access to in-depth data on the world’s wealthy individuals the team can now personalize each customer journey in a way that fosters a strong relationship foundation, built for years to come. “[Altrata] has transformed the way we work.”
— Head of CRM
Altrata helped NFP successfully minimize the hassle of engaging external resources to conduct primary research on key individuals. Saving them both time, and money. “[Altrata] has publicly available data to uncover the information you’re lacking on key individuals around the world.”
— Cindy Davis, NFP
Let’s discuss how we can help you KYC to reach your growth goals.