Wealth-X Professional
Grow your UHNW business through real-time, searchable intelligence
Wealth-X Professional is an online platform where our members access detailed Dossiers on UHNWIs compiled from over 1,100 publicly available information sources with coverage of 160 countries. Wealth-X is the industry standard, having a highly structured online database containing thousands of UHNW dossiers that highlight wealth, interests, affiliations, advisors, families, biographies and news. Membership includes access to Bespoke Dossiers and a dedicated Concierge Service to support your business development and client engagement activities.
Spend less time researching your prospects and more time building winning relationships
Maximize your success in UHNWI Business Development with Wealth-X Professional:
- Detailed, searchable profiles on UHNWIs
- Global coverage – over 160 Countries
- Advanced Search capability
- 24×7 Research Concierge
- Bespoke Dossiers
- The UHNWI intelligence solution for 8 of the top 10 Private Banks and 5 of the top 10 Family Offices
- 94% client renewal rate
How it Works
Wealth-X Portal Members gain access to the following features:
Portal: UHNW Intelligence At Your Fingertips
Members are able to access detailed profiles on the world’s ultra-affluent compiled from over 1,100 sources, covering 160 countries.
Bespoke: Intelligence, Wherever You Need, Whenever You Need
Receive custom reports as needed on any UHNW individual. We’ll provide you the intelligence you need on your clients and prospects – consistently and accurately.
Research Concierge: Round The Clock Intelligence
Our research professionals are available 24×7 to attend to your requests.
Speak with our trained analysts to get curated intelligence at any time, wherever you are.
Prospect Recommendation: Grow Your Prospects
Based on your favourites, profile and location – our system generates targeted prospect recommendations which are delivered via email on a weekly basis directly to your inbox.
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Market Insights: Understand The Big Picture
Access ongoing UHNW market research covering various countries, wealth-tiers, latest trends and upcoming personalities to watch out for.
Contact us if you are interested in finding out more.