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Description

Cultivate connections with outstanding business leaders, influential alumni, and affluent individuals to enhance your organization's achievements. Our specialized platform offers unparalleled insights into exceptional individuals. With a global reach, advanced predictive analytics, and strategic relationship frameworks, we assist in pinpointing, nurturing, and executing distinctive growth initiatives. This platform enables you to connect with the most significant individuals for your organization. Access the latest human-refined data to ensure relevance and accuracy. Obtain unique insights that can be scaled and delivered in any quantity. Deepen your understanding of individuals and organizations alike. Explore detailed information regarding donations, transactions, and additional relevant data. Identify optimal routes to engage with your desired individuals through our unmatched relationship mapping capabilities. Reveal concealed connections and strategies for engaging with key figures. Assess the strength of these relationships and foster more robust ties throughout your network. Tailor your outreach efforts to resonate with the individuals who are most important to you, ensuring meaningful engagement. By leveraging these tools, you can enhance your influence and maximize your organization's potential for success.

Description

Wealth-X Screening harnesses the power of cutting-edge wealth screening technology to maximize the value of your customer or prospect data, utilizing our exceptional insights into the wealthiest individuals worldwide. With a track record of excellence in wealth assessment and identity matching, our dedicated team enhances the accuracy and effectiveness of your data screening on a global scale. The Wealth-X Screening process delves into your current database, uncovering high and ultra-high-net-worth individuals, while also detailing their wealth profiles and personal connections. Additionally, it categorizes these individuals by wealth tier and match quality, facilitating easy organization and prioritization of potential leads. By tapping into the relationship networks of these identified matches, you can broaden your pool of qualified prospects and propel your new development initiatives. This strategic approach not only identifies valuable connections but also empowers organizations to make informed decisions that drive growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

RelPro Yes 

Integrations

RelPro No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Altrata

Country

United States

Website

altrata.com/platform

Vendor Details

Company Name

Wealth-X

Country

United States

Website

wealthx.com/products/screening

Alternatives

Alternatives