Maximize Your Relationships with the Wealthy

Intelligent solutions to help you uncover, understand, and engage with the world’s wealthiest individuals

Understand Global Wealth

Provide your organization with the insight to tailor an effective strategy
Gain intelligence into the status of the world’s wealthiest individuals and the global trends that impact them
Request unique data reports that are most relevant to your industry

Uncover Qualified Leads

Screen your data to uncover existing wealthy relationships
Access detailed information on net worth, source of wealth, and other factors that help identify relevant prospects
Reveal wealthy individuals connected to your existing customers and ambassadors, or who match your target segments
Identify patterns among the existing relationships in your database

Inform Your Engagement Strategy

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
Identify wealthy prospects to attend an event curated to match their interests

Maximize Existing Relationships

Stay informed on your client or donor’s latest news and changes
Personalize your interactions utilizing Wealth-X’s continuously updated database
Enrich your existing relationships to maximize client or donor retention

Mitigate Client Risk

Receive a comprehensive analysis of a client’s net worth and source of wealth
Ensure prospects meet AML and KYC regulations
Onboard clients confidently

Our Products

Analytics

Wealth-X Analytics provides market-level customizable data assets tailored to your organization’s needs. Our research team leverages the world’s most robust collection of market-level data on the wealthy and is uniquely positioned to provide data and analysis that informs strategies across the financial services, luxury, not-for-profit, and education industries.

Wealth-X API

Our API enables the Wealth-X Database to be integrated directly into your organization’s CRM, providing you with instantaneous intelligence on your most valuable relationships.

Wealth-X Diligence

Wealth-X Diligence provides 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.

Wealth-X Professional

Wealth-X Professional provides access to the world’s most robust collection of curated research and intelligence on high net worth and ultra high net worth individuals.

Wealth-X Salesforce Application

Combine the Wealth-X database with your existing Salesforce data to gain a holistic picture of clients and prospects, including an analysis of their wealth and existing relationship network, to conduct meaningful conversations and convert new business.

Wealth-X Screening

Wealth-X Screening unlocks the potential in your customer or prospect data. Our proven expertise in wealth valuation, as well as matching and identity resolution, enables our team of experts to screen your data more accurately and with greater results across the globe.

Intelligence with Impact

Get in touch to learn more

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Insights

Ultra Wealthy Alumni Engagement Strategies in Higher Education

Learn how universities are using Wealth-X and RelSci to drive their most lucrative donor relationships.

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Ultra Wealthy Alumni Engagement Strategies in Higher Education

Insights

Luxury Real Estate 2023

Residential Real Estate 2023: Spotlight on the World’s Leading Markets for the Wealthy looks at the importance of cities to the wealthy and highlights recent global trends and their impact on the luxury real estate market.

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