Wealth-X Screening
Donor prospect research software
Nonprofit software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Wealth-X Screening and its alternatives fit your requirements.
Contact the product provider
Free Trial unavailableFree version unavailable
Small
Medium
Large
- Banking and insurance
- Real estate and property management
- Energy and utilities
What is Wealth-X Screening
Wealth-X Screening is a donor screening and wealth intelligence tool used by fundraising teams to identify and prioritize prospects based on estimated wealth, assets, and philanthropic indicators. It supports prospect research workflows such as screening an existing constituent list, reviewing individual profiles, and generating research outputs for gift officers. The product is typically used by nonprofits, higher education, and other advancement organizations that need wealth and affinity signals to inform outreach and portfolio strategy.
Wealth and asset intelligence
The product focuses on wealth-related indicators such as estimated net worth, asset holdings, and business affiliations that are commonly used in major-gift prospecting. It helps teams move beyond basic contact data by adding financial capacity signals to constituent records. This can be useful when prioritizing large lists where manual research is impractical.
Batch screening for prioritization
Wealth-X Screening supports screening a file of constituents to return standardized scores and attributes for segmentation. This enables development operations teams to create prospect tiers and assign portfolios using consistent criteria. Batch screening is a common requirement in this category and reduces the need for one-off manual lookups.
Research profiles for gift officers
The product provides individual-level outputs that can be used to brief gift officers and researchers. Profiles typically consolidate identity resolution, affiliations, and wealth indicators into a single view for faster preparation. This supports common advancement use cases such as meeting prep and qualification.
Data coverage varies by region
Wealth and asset data availability can vary significantly by country and by asset type, which may affect screening results for internationally diverse donor bases. Organizations with many prospects outside core coverage areas may see more incomplete profiles. This can require supplemental research sources to fill gaps.
Integration depends on stack
How smoothly screening results flow into a nonprofit’s CRM depends on available connectors, APIs, and the organization’s data model. Some teams may need data mapping, import routines, or services support to operationalize results at scale. This can add time and cost compared with tools that have prebuilt integrations for a specific CRM ecosystem.
Not a full fundraising system
The product focuses on prospect intelligence rather than end-to-end fundraising operations such as gift processing, appeals, event management, or grants management. Most organizations still need a separate CRM and fundraising platform to execute campaigns and track moves management. As a result, it typically functions as an enrichment layer rather than a system of record.
Seller details
Altrata Group, Inc.
New York, NY, USA
2021
Private
https://altrata.com/
https://x.com/Altrata
https://www.linkedin.com/company/altrata/
