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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 ProspectView Online?

Discover the myriad of nonprofits utilizing ProspectView Online, a remarkably swift, comprehensive, and intuitive platform designed by DonorSearch. This innovative tool equips you with the ability to locate, evaluate, and rank the most promising fundraising prospects at your disposal. The ProspectView Online research tool answers a crucial question that every fundraiser faces about their potential donors: “Who has both the financial resources and a proven inclination to support our cause generously?” Our approach underscores that mere wealth does not equate to generosity; instead, a blend of past giving patterns and financial strength greatly boosts the chances of receiving donations. Utilizing ProspectView Online allows you to connect the dots between donor motivations and their capacity to give. Immerse yourself in the largest philanthropic database globally, which highlights the established charitable contributions of individuals, organizations, and foundations. This tool not only helps you discover new potential donors but also allows you to confirm their philanthropic interests by examining their historical donations to similar causes categorized by type, name, and location, ultimately refining your fundraising strategy. As you refine your approach, you will find that deeper insights into donor behavior can lead to more effective engagement and increased contributions to your mission.

Media

Media

Integrations Supported

Integrations Supported

360MatchPro
Charityproud
DonorSearch
ExceedFurther
Keela
Momentum
Neon CRM
NonProfitEasy
Springboard
StratusLIVE
Veevart
Virtuous

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online 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

DonorSearch

Date Founded

2007

Company Location

United States

Company Website

www.donorsearch.net/prospectview-online/

Categories and Features

Sales Intelligence

Not specified

Wealth Screening

Not specified

Categories and Features

Donation Management

Not specified

Fundraising

Alumni Management
CRM
Contribution Tracking
Donor Management
Gift Matching Management
Grant Management
Membership Management
Pledge Management
Prospect Management
Recurring Giving

Nonprofit

Not specified

Volunteer Management

Not specified

Wealth Screening

Not specified

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