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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 Candid Foundation Directory?

Candid’s Foundation Directory serves as a vital resource to optimize your strategy for funding applications. This platform not only showcases current Requests for Proposals (RFPs), which represent only a small segment of foundation funding, but it also reveals numerous additional funding sources that are essential for effective fundraising. To succeed in your fundraising efforts, it is crucial to delve into these broader opportunities. Access the most current and comprehensive insights available in the social sector to propel your fundraising initiatives ahead. The directory provides in-depth profiles of various grantmakers, allowing you to understand the grants they have previously distributed. Use this valuable information to pinpoint which funders should be prioritized in your outreach campaigns. Designed for foundations, academic institutions, and large organizations, the Foundation Directory offers a unique enterprise solutions subscription that allows your whole team to benefit at a discounted rate. Furthermore, Foundation Directory Essential is the most efficient and economical way to begin identifying potential grantmakers who may be inclined to back your projects. By leveraging these resources, you can significantly elevate your organization’s fundraising potential, making it easier to connect with the right funding sources. Ultimately, these tools will empower you to navigate the complex landscape of grants more effectively.

Media

Media

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 Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Candid

Date Founded

2019

Company Location

United States

Company Website

fconline.foundationcenter.org

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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