Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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