Wealth Screening
Boost your prospecting success with wealth insights
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.
“Altrata has publicly available data to uncover the information you’re lacking on key individuals around the world.”
Cindy Davis, National Financial Partners
What is wealth screening?
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.
People insights for a fast-paced world of wealth
Global coverage, predictive analytics, and strategic relationship models to identify, develop, and deliver unique growth strategies.
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People Profiles
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Why wealth screening matters
Wealth screening is crucial to:
- Find HNW and UHNW individuals ready to engage
- Focus outreach based on wealth, interest, and influence
- Strengthen prospect profiles with data enrichment
- Guide outreach with clarity and purpose
- Support advisor prospecting, donor targeting, and client acquisition
Benefits of wealth screening tools:
- Targeted fundraising that saves time and drives results
- Higher ROI across marketing, outreach, and relationship-building
- Network insights that show you who knows who
- Profile enrichment for sharper segmentation and personalization
- Real-time updates so you’re always one step ahead
- Industry-specific context to fine-tune your approach
Who conducts wealth screening?
Wealth screening for nonprofits
For development teams, researchers, and advancement professionals, wealth screening for nonprofits is critical to campaign success.
Leverage wealth intelligence to:
- Identify top prospective donors from your existing database
- Uncover new HNW and UHNW donors aligned with your mission
- Conduct thorough donor screening to inform major gift strategies
- Prioritize outreach based on giving capacity and philanthropic interest
- Deepen relationships with personalized engagement strategies
Wealth screening for financial services
Financial institutions use wealth screening to drive advisor prospecting, improve lead qualification, and develop new business pipelines.
Leverage wealth intelligence for:
- Accurate identification of high net worth clients in your target market
- Efficient segmentation of prospects based on investable assets
- Strategic relationship development using real-time wealth and network insights
- Informed engagement and personalized communication to convert leads faster
Wealth screening for luxury brands
In the luxury sector, building and sustaining meaningful relationships is key.
Leverage wealth intelligence to:
- Identify HNW and UHNW prospects for luxury real estate, travel, and goods
- Enhance client relationship management with enriched customer profiles
- Monitor changes in wealth status to trigger timely, personalized engagement
- Drive targeted campaigns based on lifestyle, interests, and capacity
How wealth screening works
1. Understand global wealth
2. Uncover qualified leads
3. Drive growth with in-depth intelligence
4. Mitigate reputational and commercial risk
Wealth Screening FAQs
What is wealth screening?
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.
How does Altrata collect its wealth intelligence?
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.
Who are the top wealth screening providers?
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.
Wealth screening resources
See the difference wealth screening can make
Get ahead with Altrata’s wealth screening tools
Maximize your wealth screening strategy with the platform that spans markets and industries worldwide. Leverage our global intelligence to achieve your goals with purpose.
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