Financial Services

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In today’s competitive global market, understanding prospects and learning what drives them professionally and personally is critical to building long-lasting business relationships.

Wealth-X partners with a broad range of financial services companies to enhance business development and client retention strategies.

We are reinventing how businesses in the following sectors engage with the wealthy:

The team demonstrated a thorough knowledge of our businesses, research objectives and target audience, making them perfect partners for us.  They are flexible and responsive to our requests and their insightful work confirms their reputation for engaging and understanding the wealthy around the world

Swiss Global Financial Services Company


– Wealth Management & Private Banking

– Investment & Asset Management

– Insurance

– Payment Cards

– Hedge Funds

– Investment Banking

– Family Office Management


Our robust data set on individual wealth and leading market research provide professionals with the tools to maximise lead generation and obtain greater assets under management.

Wealth-X provides financial services organisations with:

Data Intelligence

  • Curated dossiers of UHNW individuals to glean insight and leverage a prospect’s known associates.
  • Added intelligence to reveal the asset breakdown of ultra wealthy individuals with the capacity to do business with your organisation.
  • Tools to effectively qualify wealthy prospects and adhere to rapidly growing compliance/KYC regulations.


Custom Research

  • Bespoke market research to help you further understand your HNW and UHNW clients or prospects, or opinions of your brand and competitors.
  • Authoritative and independent content to promote your brand via thought leadership reports.


There is genuine strength and depth to the team’s knowledge. We have worked with the team for almost two years and have been impressed by the expertise and diligence they apply to every project. This has added real and measurable value to the projects they have delivered.

UK Investment Management Company




Learn More About Wealth-X Products and Services: Contact Us