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Wealth-X

The global leader in wealth information and intelligence.

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Overview

Wealth-X is a leading provider of wealth intelligence, offering the world's most extensive collection of curated research and data on ultra-high-net-worth (UHNW) and very-high-net-worth (VHNW) individuals. The platform helps organizations with prospecting, client engagement, and strategy by providing detailed dossiers, wealth scores, and relationship mapping.

✨ Key Features

  • Global Database of Wealthy Individuals
  • Detailed Prospect Dossiers
  • Wealth and Prospect Scoring
  • Relationship Mapping
  • Data-driven Analytics
  • API and CRM Integration

🎯 Key Differentiators

  • Focus on ultra-high-net-worth (UHNW) individuals
  • Global scope of data
  • Hand-curated research and detailed dossiers

Unique Value: Offers the most detailed and curated intelligence on the world's wealthiest individuals, enabling precise and effective engagement strategies.

🎯 Use Cases (4)

Identifying and qualifying major gift prospects Luxury brand marketing and clienteling Private banking and wealth management prospecting Alumni fundraising and engagement

✅ Best For

  • Prospecting for ultra-high-net-worth individuals
  • Global wealth intelligence

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small nonprofits focused on community-level fundraising

🏆 Alternatives

WealthEngine iWave Altrata

Wealth-X provides a deeper, more curated level of detail on a more exclusive segment (UHNW) compared to broader platforms like WealthEngine.

💻 Platforms

Web API

🔌 Integrations

Salesforce Microsoft Dynamics 365 Custom API integrations

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ GDPR ✓ SSO

💰 Pricing

Contact for pricing

✓ 14-day free trial

Visit Wealth-X Website →