Real-World Case Studies and Customer Success Stories with Wealth-X Professional

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.
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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.
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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.
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The End Fund used Altrata's Wealth-X and RelSci tools to improve due diligence and find new donors. Before Altrata, their prospecting tools focused only on the US and Canada. Altrata's global reach a...nd relationship mapping helped them expand their search and connect with more prospects. The team now relies on Altrata for day-to-day research and better risk management. They have uncovered many new prospects and business using these tools.
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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.
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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.
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M&T Bank used Altrata products like Wealth-X, WealthEngine, and RelSci to help their Wealth Advisors prequalify leads and find warm introductions. The challenge was to better understand clients and p...rospects and expand new leads. Using Altrata's wealth data and relationship mapping, M&T streamlined their lead qualification process. They identified over 1,200 prequalified board and club members in a recent search. This approach helped them close bigger deals faster and maximize new opportunities.
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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.
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