Wealth-X Professional
Sales intelligence software
Donor prospect research software
Nonprofit software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Wealth-X Professional
Wealth-X Professional is a wealth intelligence and prospect research platform used to identify and profile high-net-worth individuals and their networks. It supports fundraising teams, advancement offices, and relationship managers with data on wealth indicators, affiliations, and philanthropic activity to prioritize outreach. The product emphasizes research workflows such as screening, list building, and relationship mapping rather than outbound sequencing or CRM replacement.
Depth in wealth profiling
The platform focuses on high-net-worth and ultra-high-net-worth profiles, including wealth indicators, assets, and biographical context used in prospect qualification. It is designed for research-driven workflows where users need more than basic firmographic/contact data. This depth can be useful for major-gift fundraising and private wealth relationship development.
Relationship and network context
Wealth-X Professional supports understanding connections among individuals, organizations, and affiliations to inform warm introductions and engagement strategy. This is particularly relevant for advancement and development teams that rely on networks and influence. The emphasis differs from tools that primarily optimize email outreach and lead sequencing.
Prospecting and screening workflows
The product is commonly used for prospect screening, segmentation, and prioritization based on wealth and giving signals. It supports list building and research outputs that can feed downstream systems and team processes. This aligns well with nonprofit prospect research and major-donor pipeline development use cases.
Not a sales engagement suite
Wealth-X Professional is not designed as an end-to-end outbound platform with sequencing, dialer, and automated multichannel engagement. Teams that need workflow automation for SDR-style prospecting typically require additional tools. As a result, it may sit alongside, rather than replace, sales engagement and CRM systems.
Data coverage varies by region
Wealth and philanthropic data quality can vary by geography, entity type, and public-record availability. Organizations operating in less-covered markets may need supplemental research sources or manual verification. Users should validate coverage for their target regions and segments during evaluation.
Integration and governance effort
Operationalizing wealth intelligence often requires integration with CRM/nonprofit databases and clear governance around data use. Matching identities, handling duplicates, and defining refresh cadences can require ongoing administrative effort. Compliance and acceptable-use constraints may also limit how data can be activated across teams.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Wealth-X Professional | Custom / quote-based — contact sales | Access to curated HNW/UHNW dossiers, wealth screening, regular profile updates, Wealth-X Screening and Salesforce integration. Official site lists features and "Request a Demo" but does not publish prices; pricing is provided via Order Form / sales contact. |
Seller details
Altrata Group, Inc.
New York, NY, USA
2021
Private
https://altrata.com/
https://x.com/Altrata
https://www.linkedin.com/company/altrata/
