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Explore solutions made for specific use cases and industries
Wealth screening solutions help you see and analyze critical information about the prospects most critical to your business and most likely to convert. Whether you work in the nonprofit sector, financial services, or luxury, wealth screening solutions provide insights that enable you to connect with High Net Worth Individuals (HNW) and Ultra High Net Worth Individuals (UHNW) who matter most to your mission. From donor screening to advisor prospecting to finding your next high net worth client, we help you focus on the right people. You’ll quickly get a sense of how likely they are to become your next client or donor even before your first call.
Wealth screening is a strategic process for understanding an individual’s financial capacity, relevant interests to your organization, and network. It lets you uncover opportunities, prioritize outreach, and deepen relationships. Wealth data enables you to achieve specific objectives, such as prioritizing prospects with the highest propensity to buy. You can count on our platform for reliable data and global intelligence.
Global coverage, predictive analytics, and strategic relationship models to identify, develop, and deliver unique growth strategies.
People Profiles
Companies
Connections
Wealth screening is crucial to:
Benefits of wealth screening tools:
For development teams, researchers, and advancement professionals, wealth screening for nonprofits is critical to campaign success.
Leverage wealth intelligence to:
Financial institutions use wealth screening to drive advisor prospecting, improve lead qualification, and develop new business pipelines.
Leverage wealth intelligence for:
In the luxury sector, building and sustaining meaningful relationships is key.
Cindy Davis, National Financial Partners
Wealth screening is the process of using publicly available information to identify individuals with the financial capacity to make significant contributions or investments. Organizations use it to find high-potential prospects and save time by not engaging those who are unlikely to give or invest. Altrata streamlines this process with reliable, global intelligence on HNW and UHNW individuals.
Altrata builds detailed profiles on HNW and UHNW individuals using trusted, publicly available data from around the world. Our research team verifies each data point through at least two independent sources. These sources include public records and government filings to media archives, company reports, and structured databases. Every profile is carefully cross-referenced and audit-ready for accuracy.
Several companies offer wealth screening tools to support fundraising, business development, and relationship-building. Providers include Altrata, DonorSearch, Kindsight, and Blackbaud for the nonprofit sector. In the financial services and luury sectors platforms like Altrata, Aidentified, Windfall, and Catchlight are commonly used.
Altrata is trusted across industries for its unparalleled global reach, verified profiles powered by human research, and actionable wealth intelligence. With over 2 million detailed profiles built by a team of 400+ researchers, Altrata delivers utmost accuracy and depth in wealth intelligence.
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“Our partnership with Altrata has translated into a remarkable increase in funds raised, setting a new standard for success in our ongoing mission.”
“Finding out who individuals are connected to is the most fruitful information you can get when using Altrata products.”
“Altrata has helped us when we don’t know somebody. We found out more than we ever could, even if we spent two weeks with all our efforts looking into that individual.”
Maximize your wealth screening strategy with the platform that spans markets and industries worldwide. Leverage our global intelligence to achieve your goals with purpose.