Wealth-X Professional Overview

Wealth-X Professional offers extensive research and intelligence on HNW and UHNW individuals, aiding financial institutions, non-profits, and luxury brands. Regular updates and prospect searches enhance client engagement strategies.

Here's the scoop on Wealth-X Professional! We've gathered over 212 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Wealth-X Professional, belong to a category of solutions that help Sales Intelligence. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Wealth-X Professional is right for your needs? Our Cuspera AI engine can evaluate how Wealth-X Professional fits your specific business needs, industry, and context. Get your personalized assessment report today.

Wealth-X Professional supports business activities such as:

  • Advertisement
  • Engaging And Following Up
  • Generation Of New Leads
  • Lead Qualification
  • Lead Engagement

Wealth-X Professional can help you with many business goals, such as Acquire Customers, Improve Brand Engagement, Improve ROI, Enter New Markets Internationally Or Locally, Scale Best Practices, etc. It can help manage these activities if you use Social Media for these needs. As a solution, Wealth-X Professional's capabilities include Recording, and Personalization.

Wealth-X Professional Human Resources Vertical is its biggest customer base.

Reviews

"...With hundreds of thousands of records, Wealth-X Professional is the ultimate resource for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the wealthy...." Peer review

Wealth-X Professional Reviews

40 buyers and buying teams have used Cuspera to assess how well Wealth-X Professional solved their Sales Intelligence needs. Cuspera uses 212 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Intelligence needs.

Business Priorities

Acquire Customers and Improve Brand Engagement are the most popular business priorities peers achieved using Wealth-X Professional.

Other priorities:

  • Improve ROI
  • Enter New Markets Internationally Or Locally
  • Scale Best Practices
  • Establish Thought Leadership
See all business priorities See less business priorities

Use Cases

Peers recommend Advertisement , Engaging And Following Up , Generation Of New Leads , as the business use cases that they have been most satisfied while using Wealth-X Professional.

See all use cases

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Advertisement with Social Media

4.20/5 ★

Read Reviews (12)

"...In addition, we share information with our social media, advertising and analytics partners who may combine it with other information you have provided them or that they have collected from your use of their services...." Global High Net Worth Database
Engaging And Following Up

4.53/5 ★

Read Reviews (7)

"...With hundreds of thousands of records, Wealth-X Professional is the ultimate resource for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the wealthy...."
Generation Of New Leads

4.24/5 ★

Read Reviews (5)

"...A data-driven approach is the most effective approach to validating and pivoting your strategy, prioritizing and understanding your target markets, and anticipating change and new business opportunities. ..." Customizable Data Assets on the Wealthy
PEER EXPERIENCES
Advertisement with Social Media

4.20/5 ★

Read Reviews (12)

"...In addition, we share information with our social media, advertising and analytics partners who may combine it with other information you have provided them or that they have collected from your use of their services...." Global High Net Worth Database
Engaging And Following Up

4.53/5 ★

Read Reviews (7)

"...With hundreds of thousands of records, Wealth-X Professional is the ultimate resource for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the wealthy...." Peer review
Generation Of New Leads

4.24/5 ★

Read Reviews (5)

"...A data-driven approach is the most effective approach to validating and pivoting your strategy, prioritizing and understanding your target markets, and anticipating change and new business opportunities. ..." Customizable Data Assets on the Wealthy

8+ more Business Use Cases

Our AI advisor, Wyz, harnessed 212 insights from peers and experts to help you assess how these Wealth-X Professional use cases fit your Sales Intelligence needs.

Customer Stories

German Charity - Non Profit Organization Management

Altrata’s Wealth-X Screening helped a German charity focused on eliminating hunger find donors with high giving potential. The charity wanted to go beyond past donations to identify new prospects. Al...trata’s donor data and support made the process professional and effective. The charity discovered hundreds of untapped donor profiles. Now, they can focus on building stronger, more personalized relationships with their donor base.

Read more →

ESCP Foundation - Non Profit Organization Management

Altrata's Wealth-X platform helped ESCP Foundation find wealthy alumni and major donors worldwide. The foundation used Altrata to research alumni wealth and identify high-value prospects, especially ...in Europe and Asia. The team received systematic recommendations and used family data to spot young, affluent alumni. As a result, ESCP Foundation discovered many new prospects and increased major gift conversations. The latest screening provided a large list of potential major donors.

Read more →

Global sports nonprofit - Non Profit Organization Management

Wealth-X helped a global sports nonprofit improve event attendance. The nonprofit used Wealth-X Screening to find wealthy donors in a target region. The screening identified hundreds of new and exist...ing prospects. The team invited these donors and saw excellent turnout at their fundraising event. Wealth-X data helped them qualify and engage the right donors quickly. They also used RelSci for relationship mapping to connect with key leaders.

Read more →

UK Based Fine Jewelry Company - Apparel & Fashion

Wealth-X helped a UK Based Fine Jewelry Company find new leads and improve their event strategy. The company used Wealth-X data to identify and engage wealthy clients. Wealth-X Screening gave them up...-to-date insights on potential and existing clients. The team used Wealth-X Dossier to create targeted invite lists for events. This data-driven approach helped them build strong, long-term client relationships and succeed in the global market.

Read more →

Private Casino - Entertainment

Wealth-X helped a Private Casino in Europe improve its compliance team's decision making. The Casino needed detailed dossiers and due diligence reports on wealthy individuals. Altrata's Wealth-X Repo...rts, Dossiers, and political screening provided focused insights and background checks. The platform's language support and report breakdown saved time and costs. The compliance team found Altrata's services high quality and reliable.

Read more →

National Financial Partners (NFP) - Financial Services

Wealth-X helped National Financial Partners (NFP) find more leads and save time and money. NFP used Wealth-X data to understand the net worth and networks of wealthy individuals. They used custom Dat...a Exports and Known Associates to build lists of new prospects. This made it easier for NFP to connect with the right people. Wealth-X data improved NFP's lead generation and prospecting process.

Read more →

Based on peer insights

Cuspera recommends Wealth-X Professional for

Use Cases Advertisement , Engaging And Following Up , Generation Of New Leads
Medium Social Media
Features Recording, Personalization
Business Priorities Acquire Customers, Improve Brand Engagement, Improve ROI
Industries Human Resources

Popular Business Setting

for Wealth-X Professional

Top Industries

  • Human Resources

Popular in

  • Large Enterprise
lightning

Peers used Wealth-X Professional to Acquire customers and Improve brand engagement

Peer and Expert Opinion on Features

for Wealth-X Professional

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Recording

4.33/5 ★

Read Reviews (10)
Personalization

4.23/5 ★

Read Reviews (9)
FEATURES RATINGS AND REVIEWS
Recording

4.33/5 ★

Read Reviews (10)
Personalization

4.23/5 ★

Read Reviews (9)

IT and Other Capabilities

for Wealth-X Professional

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.42/5 ★

Read Reviews (20)
Data Export

4.35/5 ★

Read Reviews (12)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.42/5 ★

Read Reviews (20)
Data Export

4.35/5 ★

Read Reviews (12)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.02/5 ★

Read Reviews (4)
Email Support

3.10/5 ★

Read Reviews (1)
Chat Support

3.10/5 ★

Read Reviews (1)
Phone Support

3.10/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.02/5 ★

Read Reviews (4)
Email Support

3.10/5 ★

Read Reviews (1)
Chat Support

3.10/5 ★

Read Reviews (1)
Phone Support

3.10/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.48/5 ★

Read Reviews (41)
Custom Reports

4.40/5 ★

Read Reviews (35)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.48/5 ★

Read Reviews (41)
Custom Reports

4.40/5 ★

Read Reviews (35)

Software Failure Risk Guidance

?

for Wealth-X Professional

Overall Risk Meter

Low Medium High

Top Failure Risks for Wealth-X Professional

Vendor Profile Details

Company Name

Wealth-X LLC

Company Website

https://www.wealthx.com

HQ Location

142 W 36th St. , 12th Floor, New York, New York 10018, US

Employees

101-250

Social

Facebook Linkedin Twitter

Financials

PRIVATE