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What is Wealth-X Screening?

Wealth-X Screening employs advanced wealth screening technology to enhance the value of your customer or prospect database, leveraging our in-depth insights into the wealthiest individuals globally. Our proven excellence in wealth evaluation and identity matching enables our skilled team to improve the precision and efficacy of your data screening efforts on an international level. The Wealth-X Screening process meticulously examines your existing database to reveal high and ultra-high-net-worth individuals, providing detailed insights into their wealth profiles and personal networks. Furthermore, it organizes these individuals by wealth tier and match quality, streamlining the process of sorting and prioritizing potential leads. By exploring the relationship networks of these identified individuals, organizations can expand their pool of qualified prospects, driving their new development efforts forward. This strategic methodology not only identifies significant connections but also equips organizations with the knowledge needed to make strategic decisions that foster growth and sustainability in a competitive landscape. Ultimately, it enables a more targeted approach to engaging with high-net-worth individuals, enhancing overall business success.

What is Bloomerang CRM?

Bloomerang CRM stands out by combining simplicity, affordability, and completeness—empowering you to build stronger relationships, retain more donors, and raise more with confidence.

Media

Media

Integrations Supported

Integrations Supported

360MatchPro
Aplos
Constant Contact
DonorSearch
ElectroNeek
Mailchimp
OpenFundraise
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
VolunteerBadge
Workers by Delos
Zapier

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

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

Wealth-X

Company Location

United States

Company Website

wealthx.com/products/screening

Company Facts

Organization Name

Bloomerang

Date Founded

2012

Company Location

United States

Company Website

bloomerang.com

Categories and Features

Wealth Screening

Not specified

Categories and Features

CRM

Not specified

Donation Management

Campaign Management
Donation Tracking
Donor Database
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Recurring Giving
Volunteer Management

Grant Management

Not specified

Nonprofit

Donor Management
Fundraising Management
Volunteer Management

Volunteer Management

Not specified

Wealth Screening

Not specified

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