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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 Village?

Village acts as a relationship intelligence platform aimed at helping teams identify both individuals and organizations, visualize the connections within their members’ networks, and discover potential paths for warm introductions. Users can perform searches using natural language, evaluate mutual connections and their relationship strengths, and request introductions from others in their network. Moreover, Village provides additional features such as prospect screening, the ability to create lists, automate workflows, and plan outreach efforts. This tool is utilized by various teams for a range of purposes, including sales and business development, recruitment, fundraising, deal sourcing, and job searching. It also allows users to sync connections from multiple sources, including professional profiles, email accounts, calendars, and community networks. Available as a web application and browser extension, the platform also includes a relationship intelligence API, SDKs, and an MCP server for integration with compatible AI assistants. By taking advantage of these features, users can significantly improve their networking skills and streamline their outreach processes, ultimately fostering more meaningful connections. The comprehensive nature of this platform makes it an essential asset for any team looking to enhance collaboration and networking opportunities.

Media

Media

Integrations Supported

Integrations Supported

Gmail
Google Calendar
Google Contacts
LinkedIn
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$1/seat/month
Free plan: $0/month with monthly credits. Core: $1/seat/month, billed monthly, with 100 monthly credits per seat pooled across the team. Business: $149/month per admin for 7,500 monthly credits; additional seats are $19/month. Credit packs start at $25 per 1,000 credits. API-only usage pricing starts at $10 per monthly active user.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Altrata

Company Location

United States

Company Website

wealthx.com/products/professional

Company Facts

Organization Name

Village AI

Date Founded

2022

Company Location

United States

Company Website

village.ai

Categories and Features

Sales Intelligence

Not specified

Wealth Screening

Not specified

Categories and Features

Sales Intelligence

Not specified

Popular Alternatives

Popular Alternatives

No Alternatives