The Wealth-X Database is the world’s largest collection of hand-curated dossiers on wealthy individuals from around the globe. Our organization provides unique data and intelligence to financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the world’s wealthiest individuals.
Wealth-X provides clients with two distinct ways to access our data through integration. Learn more and select the access point that’s best for your organization’s prospecting strategy:
Wealth-X Salesforce Application
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 API
Seamlessly integrate the Wealth-X database within the context of your organization’s existing client management and prospecting system, or any internal system, to enhance your data assets and elevate your development goals.
User in Fund-Raising
Advanced user of Wealth-X Integration
★★★★★
What do you like best?
I work for a large nonprofit organization and it is necessary that we identify potential major donors to the best of our ability. Wealth-X provides us with all the information we might need and more in order to formulate informed asks for individuals.
What do you dislike?
Sometimes the minimum wealth capacity can be limiting.
Recommendations to others considering the product:
Wealth-X is an amazing tool for any nonprofit organization looking to advance their prospect research efforts. The program allows you to explore an individuals work history, philanthropic giving, political giving, board membership, connections, and more. It has done a great deal to move our current capital campaign and major gift effort forward and I believe it would do the same for any other organization. Without Wealth-X we would be walking into certain meetings blind to a well informed ask of an individual. Wealth-X has also provided us with the ability to draw connections to our organizations board members and trustees to help open doors. It is a great product.
What problems are you solving with the product? What benefits have you realized?
Working for a nonprofit organization which is currently in a capital campaign, it is extremely important to find the right donors and be informed about their capacity and inclination to give. Wealth-X provides us with all of this information and more. Perhaps the biggest help is the information that tells us about possible connections. This allows us to draw a direct line to our trustees and board members to help us create connections and open doors to eventually make an ask.
Review source: G2.com
