Real-World Case Studies and Customer Success Stories with Relationship Science

Altrata’s Wealth-X platform helped a UK nonprofit build a new fundraising pipeline. The nonprofit needed to identify high net worth... prospects and future board members for a major capital project. Using Altrata, the team refined searches and mapped relationships to support private donor conversations. Research time dropped and prospect quality improved. The platform gave the nonprofit a strong, evidence-based foundation for early fundraising efforts.
Show More..

Altrata’s WealthEngine helped Meals on Wheels of the Palm Beaches find 130 new donors. The nonprofit used targeted prospecting to... focus on high-value supporters in Palm Beach County. This approach raised $42,388 from new donors, with an average gift of $353. The campaign achieved a 783% ROI. The organization now has a loyal group of new donors for future fundraising.
Show More..

Altrata's Wealth-X helped a German charity find donors with high giving potential. The charity wanted to move beyond just past... donation data. Altrata's donor screening revealed hundreds of untapped donor profiles. The team used this data to focus fundraising and build stronger donor relationships. The charity praised Altrata's professional support and clear guidance.
Show More..

St. Paul & Minnesota Foundation used Altrata's RelSci to improve fundraising outreach. Before using the tool, board members struggled to... identify potential connections. By screening 20 board members, they uncovered key relationships that helped target major giving prospects. The platform made it easier to map connections and spark new ideas for donor engagement. This led to more effective relationship building for their philanthropic efforts.
Show More..

Altrata helped Spirit of America achieve its best fundraising year ever. The nonprofit used Altrata’s wealth insights to segment donors... and find new high-potential supporters. Integration with Salesforce made donor research and engagement easier. The team used detailed donor profiles to target major gifts. This led to higher donor engagement and record fundraising results.
Show More..

Scouting America uses Wealth-X from Altrata to improve major donor fundraising. The team targets principal gift donors with data, not... guesses. They match proposals to donor wealth and interests. This speeds up research and makes asks more effective. The right data helps avoid missed opportunities and builds stronger donor relationships.
Show More..

Save the Children International uses Altrata to find new donors. The team maps networks and requests detailed dossiers on prospects.... Altrata provides key data on wealth, interests, and philanthropy. This helps make strong first connections with potential donors. The information supports successful fundraising efforts.
Show More..

Mercy Ships UK used Altrata to improve their fundraising efforts. They faced challenges with limited resources for prospect research and... donor engagement. Altrata helped them quickly identify 100 mid-level donors and discover new high net worth prospects. This made their donor outreach faster and more targeted. Mercy Ships UK could now engage donors in more creative and personal ways.
Show More..

Altrata's Wealth-X helped Fondazione Albero della Vita find hidden major donors in their database. The team identified 1 high-net-worth individual... for every 100 donors. Over 80% of these were giving less than 250 euros. Altrata's insights let them change their donor communication strategy. They now use letters, emails, calls, and WhatsApp to reach donors. The Corporate Donor Manager also explores links between donors and companies.
Show More..

Altrata helped ACWIS find and connect with more international high-net-worth donors. The team used Wealth-X for detailed prospect research, including... biographies and wealth indicators. RelSci enabled relationship mapping to approach new prospects with confidence. Altrata’s data and integrations helped ACWIS overcome cultural and language barriers. The organization expanded its global donor pool and improved fundraising outcomes.
Show More..

Altrata helped ESCP Foundation find wealthy alumni worldwide. The team used Altrata’s database to research alumni wealth and family details.... They identified new major donor prospects they had not found before. The number of conversations for major gifts increased. Altrata’s global data expanded their reach in Europe and Asia. The foundation now relies on Altrata for regular prospect research.
Show More..

Altrata helped Switzerland for UNHCR find over 700 new ultra-high-net-worth donor prospects. Manual donor screening was slow and missed key... opportunities. Altrata's Wealth-X and Salesforce integration made donor identification faster and more precise. The team found 350 high-value matches in their database and 700 more medium-quality prospects. This improved donor engagement and personalized outreach.
Show More..

Mercy Ships UK used Altrata's Wealth-X to find hidden major donor prospects in their large donor database. The team lacked... resources for deep donor research and needed to improve their major donor strategy. Wealth-X enabled them to quickly identify and qualify ultra-high-net-worth individuals, including a donor with £85 million net worth who had been giving only £5 per month. The tool helped them identify 75 mid-level prospects and nearly 300 new major donor candidates. Mercy Ships UK streamlined their donor pipeline and improved fundraising outcomes.
Show More..

Altrata’s Wealth-X platform helped SOS Children’s Villages Sweden find new high-net-worth donors. Manual prospecting was slow and made it hard... to prioritize the best prospects. With Altrata, the team accessed detailed donor profiles and wealth data. This let them target and engage high-value donors faster. They saved time and built stronger donor relationships. Their fundraising audience grew with the new insights.
Show More..

Altrata helped Charity, Germany improve their fundraising strategy. The platform provided clear data and guidance to explore their existing donor... base. Altrata's team offered ongoing support and strategic recommendations. The charity received a concise overview of all donor data. This helped them plan their next steps for growth.
Show More..

BoardEx by Altrata helped a big four accountancy firm's PE value and portfolio creation team find warm connections and key organizational insights. The team used... BoardEx to map relationships and track investments of private equity firms and their portfolio companies. BoardEx provided accurate, reliable data and integrated with other tools. The platform made it easy to identify deal opportunities and start conversations. The team valued BoardEx for its unique relationship mapping and up-to-date news features.
Show More..

BoardEx helped a Global Head of Financial Services at a Big Four accounting firm find banks with assets over $50 billion. The team used... BoardEx’s advanced search to identify banks and board members worldwide. This enabled warm introductions and strong relationships with key banks. After retirement, the executive used BoardEx to find new board opportunities. The platform’s detailed data supported both business growth and personal career goals.
Show More..

Altrata’s BoardEx helped a top executive search firm find hidden board connections. The firm used BoardEx to discover a key... relationship not visible on LinkedIn or company websites. This allowed them to make a warm introduction for a board search at a global investment firm. The process was faster and more effective, leading to a successful board placement. The firm credits BoardEx for giving them access to relationships they could not find elsewhere.
Show More..

Altrata’s BoardEx helped a global management consulting firm quickly find new clients in aerospace and defense. The firm used BoardEx... to map executive relationships and track leadership changes in real time. Advanced search let them target companies by geography and revenue. Real-time alerts on CEO and chairman transitions led to fast business wins. BoardEx became their essential tool for business development and meeting prep.
Show More..

Altrata's Wealth-X platform helped a private casino's compliance team get detailed dossiers and due diligence reports on wealthy individuals. The team used... Altrata to make faster decisions across the company. Reports were available in over 35 languages, speeding up research. Political screening and background checks gave insights into political exposure. The team found Altrata's information reliable and high quality compared to other providers.
Show More..

Oxford Philharmonic Orchestra uses Altrata’s Wealth-X to find new donors. The orchestra relies on individual philanthropy and trusts for most... of its funding. They face challenges in identifying and targeting the right prospects. Altrata helps them pinpoint potential donors in Oxford, London, and beyond. This support is key for their ongoing fundraising efforts.
Show More..

Texas A&M Foundation used Altrata’s Wealth-X and RelSci tools to find and connect with high-capacity donors. Wealth-X gave detailed donor... profiles, showing passions, interests, and financial ability. RelSci mapped networks to reveal connections with top prospects. The Foundation secured a multimillion-dollar gift and a naming opportunity. Altrata helped save time and focus on the best donor opportunities.
Show More..

Wealth-X helped a UK fine jewelry company find new leads and improve event strategy. The company used Wealth-X data to... identify wealthy individuals and personalize client engagement. Regular screenings gave them up-to-date insights on both existing and potential clients. Wealth-X dossiers helped create targeted invite lists for events based on client interests. The team built stronger, long-term relationships and boosted global lead generation.
Show More..

Barclays Private Bank uses Altrata to improve high-net-worth prospecting. Advisors blend internal data with Altrata’s wealth and network insights. This... helps them prepare for meetings with detailed knowledge of prospects’ backgrounds and networks. Advisors can tailor outreach and use warm introductions. Early conversations are deeper and more effective. This leads to better engagement and solutions for clients.
Show More..