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Deep insight into the global wealthy

Source of wealth, asset allocation, buying and donor history to help you maximize your relationship with the ultra wealthy.

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Donor Profile

Understand global wealth

Unlock deeper insights and better engagement with Wealth-X’s advanced data solutions, helping you connect with the world’s wealthiest individuals. 

  • Access detailed information on net worth, source of wealth, interests, passions and more to identify relevant prospects
  • Reveal wealthy individuals connected to your existing customers, board of directors and ambassadors for warm introductions
  • Request unique dossiers and custom analytics for deeper insight into market trends to inform expansion and fuel growth priorities
Uncover Wealth Data

Wealth-X has publicly available data to uncover the information you’re lacking on key individuals around the world.

Cindy Davis, National Financial Partners

Uncover qualified leads

Wealth-X delivers powerful tools that help you to identify wealthy prospects and generate leads:

  • Screen your own data to uncover existing wealthy relationships and changes in your contact net worth
  • Create a roadmap to reach and convert qualified prospects leveraging dossier information
  • Save time and resources by identifying interests and patterns that drive the most effective returns
Discover New Leads
Altrata's actionable insights

Drive growth with in-depth intelligence

Maximize your existing relationships with continually updated data:

  • Personalize your interactions utilizing Wealth-X’s continuously updated database
  • Enrich your existing relationships to maximize client or donor retention
  • Identify patterns among the existing relationships in your database

 

Enhance Your Relationships

Mitigate risk with Wealth-X Diligence

Wealth-X Diligence provides a unique combination of in-depth intelligence on individuals spanning all levels of wealth for organizations looking to meet regulatory or best practice requirements, and mitigate reputational and commercial risk.

  • Receive a comprehensive analysis of a client’s net worth, source of wealth, and more
  • Ensure prospective clients meet AML and KYC regulations
  • Proactively address risk with concise and relevant intelligence
  • Onboard clients confidently
Accelerate Your Diligence

Join leading organizations using Wealth-X today

Private Casino

Amplify the power of internal teams

A private casino’s compliance team uses Altrata to gain in-depth insights into high-net-worth individuals, enabling efficient decision-making and risk mitigation.

“We already knew what we were looking for and the level of work that Altrata offers. We knew it would be high quality and we can rely on all the information provided by Altrata. The team has been outstanding every hour of the day.”

— Private Casino

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UK Fine Jewelry

Inform impactful event strategies

With access to in-depth data on the world’s wealthy individuals, this UK-based jewelry company 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, UK Based Fine Jewelry Company

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The End Fund

Expand your reach and mitigate risk

The End Fund uncovered new prospects and business opportunities, improved due diligence processes for more informed decision-making, reduced risk and enhanced its targeted fundraising efforts.

“In terms of connections, Altrata is just the best. It’s not easy to form relationships. Altrata helps you find an entry point to engage with your audience.”

— Stephanie Huggins, Senior Associate Director

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