ESCP Foundation
- Non Profit Organization Management
- Small
Paris, France
ESCP Foundation used Altrata’s Wealth-X to find wealthy alumni worldwide. They screened their alumni database to identify major donor prospects,... especially in Europe and Asia. The platform’s wealth and family data helped them uncover new high-value prospects and increase major gift conversations. Notifications and research tools made it easier to connect with affluent alumni. The foundation now relies on Altrata to expand its donor pipeline globally.
German Charity focused on eliminating hunger
- Non Profit Organization Management
- Small
Germany
Wealth-X helped a German charity focused on eliminating hunger find donors with high giving potential. The charity used Altrata’s donor... data to screen its database and identify untapped prospects. Altrata’s solution revealed hundreds of undiscovered donor profiles. The charity now targets fundraising efforts more effectively and builds stronger donor relationships. The team praised Altrata’s professional support and clear data insights.
The End Fund
- Non Profit Organization Management
- Small
New York, USA
The End Fund used Altrata’s Wealth-X and RelSci tools to improve due diligence and find new donors. Before Altrata, their... prospecting was limited to the US and Canada. Altrata’s global database and relationship mapping helped them reach more prospects worldwide. The team now relies on these tools for daily research in the health community. They use Wealth-X to analyze net worth and reduce risk when choosing donors.
Global sports nonprofit
- Non Profit Organization Management
- Large
Wealth-X helped a global sports nonprofit boost donor attendance at a key fundraising event. The nonprofit used Wealth-X screening to... find wealthy alumni and new prospects in a specific region. The screening identified hundreds of potential donors, some previously unknown. The team invited these prospects and saw excellent turnout. Wealth-X data helped qualify donors by wealth, location, and giving affinity.
Hospitality Case Studies and Customer Success Stories with Wealth-X Professional
Private Casino
- Hospitality
- Medium
Wealth-X helped a private casino's compliance team get detailed insights for due diligence. The team used Wealth-X reports and dossiers... to make faster, better decisions. Altrata's platform offered political screening and background checks in over 35 languages. The casino saved time by having all key information in one place. The team found Altrata's services more reliable than other providers.
Insurance Case Studies and Customer Success Stories with Wealth-X Professional
National Financial Partners (NFP)
- Insurance
- Large
New York, USA
Wealth-X helped National Financial Partners (NFP) find more leads in the insurance sector. NFP used Wealth-X data to research potential... clients and understand their net worth. This made it easier for NFP to target the right prospects and save time and money. Wealth-X provided curated lists and relationship networks, helping NFP connect with new clients. NFP now relies on Wealth-X for lead generation and prospect research.
Banking Case Studies and Customer Success Stories with Wealth-X Professional
M&T Bank
- Banking
- Large
Buffalo, USA
M&T Bank uses Altrata's Wealth-X, WealthEngine, and RelSci to prequalify leads and map warm introductions. Advisors run broad searches, then... use detailed dossiers to understand prospects. Relationship mapping helps them find the best connections to new leads. A recent search identified over 1,200 prequalified board and club members. This workflow helps M&T close bigger deals faster and maximize new opportunities.
Consumer Goods Case Studies and Customer Success Stories with Wealth-X Professional
UK Based Fine Jewelry Company
- Consumer Goods
- Medium
UK
Wealth-X helped a UK fine jewelry company find new leads and improve event strategy. The team used Wealth-X data to... identify wealthy individuals and personalize client journeys. Regular screenings gave them up-to-date insights on existing and potential clients. Wealth-X dossiers helped create targeted invite lists for events. The company built stronger client relationships and boosted lead generation with data-driven decisions.
