Maximize Your Relationships with the Wealthy

Wealth-X Analytics provides market-level customizable data assets tailored to your organization’s needs. Our research team leverages the world’s most robust collection of market-level data on the wealthy and is uniquely positioned to provide data and analysis that informs strategies across the financial services, luxury, not-for-profit, and education industries.

Our API enables the Wealth-X Database to be integrated directly into your organization’s CRM, providing you with instantaneous intelligence on your most valuable relationships.

Wealth-X Diligence provides in-depth intelligence on individuals spanning all levels of wealth for organizations looking to meet regulatory or best practice requirements, and mitigate reputational and commercial risk.

Wealth-X Professional provides access to the world’s most robust collection of curated research and intelligence on high net worth and ultra high net worth individuals.

Combine the Wealth-X database with your existing Salesforce data to gain a holistic picture of clients and prospects, including an analysis of their wealth and existing relationship network, to conduct meaningful conversations and convert new business.

Wealth-X Screening unlocks the potential in your customer or prospect data. Our proven expertise in wealth valuation, as well as matching and identity resolution, enables our team of experts to screen your data more accurately and with greater results across the globe.