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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 Streitwise?

Streitwise is an innovative real estate investment firm that opens doors to commercial real estate for investors from all financial backgrounds via an equity REIT. This platform empowers individuals to invest in a professionally managed and tax-efficient portfolio of real estate assets, which has reliably produced over 8% annualized returns for 19 consecutive quarters, enabling participants to earn passive income. Since its inception in 2017, Streitwise has delivered significant cash flow to its investors, maintaining a targeted return of 9-10% since 2020. Traditionally, private real estate investments, especially through REITs, have been accessible primarily to affluent individuals and large-scale institutional investors. Nevertheless, Streitwise dismantles these barriers, allowing a broader range of people to enjoy the benefits of high-quality institutional property investments. This progressive model not only invites both accredited and non-accredited investors to engage in commercial real estate opportunities that were previously unattainable for the average person, but it also broadens the scope of real estate investment. By making these lucrative opportunities available, Streitwise significantly promotes financial inclusion while assisting individuals in diversifying their investment portfolios and building long-term wealth. Moreover, this approach fosters a more equitable investment landscape, where diverse investors can collaborate and share in the potential growth of the real estate market.

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

Streitwise

Date Founded

2016

Company Location

United States

Company Website

streitwise.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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