Wealth-X Professional

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

Connecting with the ultra wealthy and cultivating new clients is about building trust by understanding their needs, wants and desires. Engaging with this group means gaining insight through in-depth research and hand-curated intelligence.

Uncover new leads

Utilize Wealth-X Professional to search for new prospective clients and donors based on criteria most relevant to your organization’s specific needs, or by identifying connections of your current relationships.

Start screening

Wealth-X Screening unlocks the potential in your customer or prospect data. Other wealth screening services don't unearth private wealth, focusing instead on physical assets, and miss a majority of the world’s wealthiest individuals.

Engage the right prospects

Wealth-X Professional helps you create a roadmap to prospecting success, providing unique insight to connect with these relationships in an effective and insightful manner.

Stay informed on existing clients

Wealth-X Professional provides constant updates about wealthy individuals that are important to you. Keep up-to-date on important changes to net worth and other personal details relevant to your prospect and client engagement strategies.

Explore the dossier

Our global team of research analysts regularly produce and update these detailed profiles on high net worth (HNW) and ultra high net worth (UHNW) individuals.

They are designed to give you a holistic, in-depth picture of wealthy prospective clients and donors, taking hours of research off your plate and giving you the introductions you need to successfully make and maximize connections.

The benefits of screening

The goal of the Wealth-X Screening is to identify UHNW and VHNW individuals within your database of alumni, donors, clients and/or prospects.

Establishing their status, net worth, and other biographic details will allow your institution to focus resources on the key individuals, maximize the value of the relationship, and ascertain wallet share where applicable.

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Go beyond data

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 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.