Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

TargetDossier is an online platform that specializes in compiling structured research dossiers mainly focused on public companies that submit reports to the U.S. SEC. These dossiers present comprehensive overviews of various aspects, including company profiles, product offerings, leadership teams, financial performance over the last five years, funding sources, ownership structures, industry peers, recent news, potential risks, key talking points, and details about government contracts and filing activities. Each dossier section is accompanied by a confidence rating, and factual information is linked to verified public sources, while unverified claims are marked as evidence gaps. Users have the ability to search for companies by their name, ticker symbol, or unique identifier, compare different companies, and access public company dossiers without the need for registration. Additionally, the platform offers real-time profiles for executives, investors, and other organizations, although these profiles differ from the comprehensive prebuilt dossiers. Furthermore, TargetDossier includes a JSON API that provides access to company data, search functionalities, and SEC filing information, enhancing its utility for users seeking detailed corporate insights.

Description

Wealth-X Diligence offers a distinctive blend of comprehensive insights into individuals across all wealth tiers, catering to organizations aiming to fulfill regulatory obligations and best practice standards while reducing both reputational and commercial risks. Our skilled global research team assists in addressing gaps within your compliance strategy, delivering an extensive evaluation of a client's net worth and the origins of their wealth, ensuring its legitimacy. In light of escalating regulations and a shift towards increased transparency, comprehending the source of wealth has become essential for effective due diligence. Organizations must recognize that the implications of non-compliance extend beyond regulatory fines to encompass significant reputational harm. The Wealth-X Diligence dossier simplifies the due diligence process by offering precise and pertinent information, thus eliminating the clutter that can often accompany such investigations. This streamlined approach not only enhances efficiency but also empowers organizations to make informed decisions with confidence.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$0
Public dossiers are free to read without signup. The Free plan includes 500 API calls per month. Pro is priced at $29/month, and Team is $99/month for three seats; neither plan is on sale yet. The Developer API tier is available at $0/month for 500 calls. Starter costs $49/month for 10,000 calls, and Growth costs $199/month for 100,000 calls; these paid API tiers require manual setup while online billing is unavailable.
Free Trial No 
Free Version Yes 

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 No 
Live Rep (24/7) No 
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 No 

Types of Training

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

Vendor Details

Company Name

TargetDossier

Founded

2026

Website

targetdossier.com

Vendor Details

Company Name

Altrata

Country

United States

Website

wealthx.com/products/diligence

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

Alternatives

No Alternatives

Alternatives

BITA Risk Reviews

BITA Risk

corfinancial