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What is Wealth-X Professional?

Wealth-X Professional provides a comprehensive and carefully organized database that focuses on research and insights related to high net worth (HNW) and ultra-high net worth (UHNW) individuals. This platform offers a wealth of records, serving as a crucial resource for financial institutions, nonprofit organizations, academic institutions, and luxury brands that seek to engage with the ultra-affluent segment of the population. Building relationships with the exceptionally wealthy relies on establishing trust, which demands a profound comprehension of their distinct needs, wants, and ambitions. To successfully engage with this exclusive demographic, access to in-depth research and precisely curated intelligence is essential. Utilizing Wealth-X Professional allows users to pinpoint prospective clients and donors that align with their organization's unique goals, while also revealing connections that may exist within their current networks. Moreover, Wealth-X Screening enhances organizations' ability to effectively utilize their customer and prospect data, significantly improving their outreach efforts. In conclusion, this all-encompassing resource empowers users with the essential tools needed to successfully navigate the intricate landscape of the ultra-wealthy market and foster meaningful connections.

What is AlmaConnect News?

AlmaConnect News functions as an all-encompassing tool for tracking prospects, tailored for teams involved in advancement and nonprofit fundraising efforts. It diligently oversees the continuous process of prospect research by aligning an institution's alumni and donor database with over 400,000 news and public data sources, ensuring that each connection is verified before notifying gift officers about significant life events, such as media coverage, SEC filings, employment changes, or the passing of individuals. In contrast to many services that cater exclusively to a limited number of VIPs, this platform provides comprehensive monitoring of the entire constituent database, ensuring that alerts regarding individuals, such as "John Smith," are specifically relevant to the intended person. Each mention is categorized into one of eleven actionable segments for advancement teams, encompassing wealth events, job changes, SEC filings and stockholdings, obituaries, awards, philanthropic activities, and more. Organizations in various fields, such as universities, independent schools, nonprofits, and healthcare foundations, utilize AlmaConnect News to refine their fundraising techniques and stay connected with their constituents. With its provision of timely and precise information, the platform enables these organizations to engage proactively with their communities and foster significant relationships. This enhanced capability not only supports immediate fundraising efforts but also lays the groundwork for long-term partnerships.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Altrata

Company Location

United States

Company Website

wealthx.com/products/professional

Company Facts

Organization Name

AlmaConnect

Date Founded

2012

Company Location

India

Company Website

news.almaconnect.com

Categories and Features

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Categories and Features

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