Maximize your relationships with the wealthy

• Provide your organization with the insight to tailor an effective strategy
• Gain intelligence into the status of the world’s wealthiest individuals and the global trends that impact them
• Partner with Wealth-X to develop a best-in-class thought leadership report in your sector

Download the latest Wealth-X Reports to Help Guide Your Business Strategy >

• Learn how your organization fits into the global wealth landscape
• Size, profile, and forecast your target market and key segments
• Analyze and identify gaps in existing strategy, market-share, and wallet-share

Learn how Wealth-X can help identify your target audience >

• Screen your data to uncover existing wealthy relationships
• Access detailed information on net worth, source of wealth, and other factors that help identify relevant prospects
• Reveal wealthy individuals connected to your existing customers and ambassadors, or who match your target segments
• Identify patterns among the existing relationships in your database

Learn how Wealth-X can uncover your next prospect >

• Create a roadmap to reach and convert qualified prospects leveraging dossier information
• Save time and resources by identifying interests and patterns that drive the most effective returns
• Identify UHNWIs to attend an event curated to match their interests

Learn how Wealth-X can streamline your engagement strategy >

• Stay informed on your client or donor’s latest news and changes
• Personalize your interactions utilizing Wealth-X’s continuously updated database
• Enrich your existing relationships to maximize client or donor retention

Learn how Wealth-X improves your client interactions >

• Receive a comprehensive analysis of a client’s net worth and source of wealth
• Ensure prospects meet AML and KYC regulations
• Onboard clients confidently

Learn how Wealth-X helps mitigate risk >