Products Archive - Wealth-X

Work the way you want

Wealth-X solutions enhance targeting and prospecting strategy to help our clients better understand, connect, and do business with the wealthy. We take a holistic view of the client and donor lifecycle. Wealth-X was designed to support you throughout your development strategy – from inception to deployment and ongoing engagement.

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.

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.

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