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Altrata

By Altrata

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Altrata Reviews & Product Details

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Altrata Media

Altrata Demo - Altrata Overview
1-pager for Altrata: The global leader in data-driven people intelligence on the wealthy and influential.
Altrata Demo - In-Depth Global Profiles
Thoughtfully hand-curated at scale, Altrata offers the highest quality profiles of business leaders, key decision-makers and the wealthy across the globe. Find the right person for your organization and dive deep into their interests, preferences, and priorities to closer bigger deals, faster.
Altrata Demo - Board-to-Board Network
Meet the people that matter the most to your organization.
Altrata Demo - Actionable Insights
Actionable insights that are unique, human-curated, and based on deep expertise.
Altrata Demo - Growth Activation Playbooks
Pathfinder to help your team drive successful engagements.
Altrata Demo - Strategic Relationship Mapping
Uncover the best paths to connect to your target individual, leveraging our unrivaled relationship mapping.
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Altrata Reviews (11)

Reviews

Altrata Reviews (11)

4.5
11 reviews

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DM
Development and Prospect Research Associate
Enterprise (> 1000 emp.)
"Thorough, timely, and great customer service."
What do you like best about Altrata?

We love using Altrata to get detailed information about our supporters. The dossiers are delivered quickly and are extremely thorough. The platform is easy to navigate which saves us time. Our experience with Jacque was fantastic as well. She has been a great resource for our team and always there to answer any questions we may have. We have had great successes by partnering with Altrata and will surely continue to use them to build our fundraising efforts. Review collected by and hosted on G2.com.

What do you dislike about Altrata?

I wish we could use them more, but credits are limited across our university. Review collected by and hosted on G2.com.

Kevin L.
KL
Senior HR Manager
Enterprise (> 1000 emp.)
"Outstanding for Business Intelligence and Brand Unification"
What do you like best about Altrata?

Excellent for business and data intelligence and bringing several brands under one name Review collected by and hosted on G2.com.

What do you dislike about Altrata?

Consider the use cases as Altrata is a niche product Review collected by and hosted on G2.com.

Beki H.
BH
Director of Prospect Management
Small-Business (50 or fewer emp.)
"Transformational Change in Principal Gift Research"
What do you like best about Altrata?

Altrata has helped our university to bring transformational change to our principal gifts program. Through this partnership, we have been able to understand the wealth of our prospects in a deeper way. Implementation was extremely easy and we were able to get started almost immediately. We have received extensive research when requested and alway get the best customer service. As we were building our principal gifts program from scratch, Altrata has been an invaluable partner in the process. I am using the Wealth X platform almost daily. The interface is easy to use and I have been able to integrate the data seamlessly with Salesforce. We are looking forward to more great work! Review collected by and hosted on G2.com.

What do you dislike about Altrata?

We have not experienced any downsides. There is a financial investment but that is to be expected with a high quality product. Review collected by and hosted on G2.com.

TF
Director of Research Strategies and Emerging Markets
Mid-Market (51-1000 emp.)
"Multi-year client, happy with product"
What do you like best about Altrata?

My institution has used WealthX, an Altrata product for many years. It is an essential tool for getting insights on our ultra-high net worth individuals. We often combine our internal research with theirs to provide the most comprensive intel on potentially large asks for our university. Fundraisers appreciate the liquidity estimate portion of the intel as we do not calculate that internally. We have used the service for 'name checks' for international prospects, as well as dossiers. The customer service is very good and I've enjoyed the updates provided as well as the research materials with insights into the UHNW market. Additionally, we search our institution regularly to ensure we have captured everything we can on what's in the platform. Review collected by and hosted on G2.com.

What do you dislike about Altrata?

The product struggles to maintain user-wide lists, which makes it hard to keep track of saved dossiers across multiple users. Sometimes their real estate intel is not super reliable. However, we combine our own capabilities of real estate research with their other more bespoke data points. Review collected by and hosted on G2.com.

Verified User in Staffing and Recruiting
US
Small-Business (50 or fewer emp.)
"Great experience"
What do you like best about Altrata?

Altrata draws from multiple high-end data sources (e.g., Wealth-X, BoardEx, etc.), so you have deep profiles on top-net-worth individuals and high-level decision-makers. Not just name and title — it's wealth metrics, relationships, affiliations, etc. One of the coolest features is how it maps out personal and professional relationships. That’s gold if you’re doing business development, fundraising, or recruitment at the executive level. Knowing who knows whom is a game-changer. Review collected by and hosted on G2.com.

What do you dislike about Altrata?

It's definitely on the pricey side. The price can be steep, especially for smaller orgs or teams that are just beginning with data-driven prospecting or talent intelligence. Because it taps into multiple datasets (like Wealth-X, BoardEx, RelSci), the navigation and interface are initially confusing. It's not always the most intuitive tool out of the gate. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Small-Business (50 or fewer emp.)
"Altrata provides the product it promises with customer service that exceeds all expectations"
What do you like best about Altrata?

I like how easy it is to use and how accessible my customer service team is when I don't understand something. They are always there for me, ready to listen to my needs and help me solve my problems. Truly your customer service is excpetional. I am also very fond of everything just working the way it should, there are never any weird complications or reasons why I can't do something that I should be able to do. It just works. Review collected by and hosted on G2.com.

What do you dislike about Altrata?

The only downside to Altrata is that you can't reach out to my prospects and get them on the phone with me! Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
AV
Small-Business (50 or fewer emp.)
"Great product and fantastic team to work with"
What do you like best about Altrata?

Altrata products make it very easy for my firm to track out connections. I use it daily to keep informed of any position movement and find contacts at new companies we are trying to maintain relationships with. The system is also very easy and intuitive to use! Review collected by and hosted on G2.com.

What do you dislike about Altrata?

The only downside to Altrata is the variance in features between different products, which has led to my firm leveraging two different platforms. Review collected by and hosted on G2.com.

Verified User in Higher Education
UH
Enterprise (> 1000 emp.)
"Great at identifying UHNW individuals"
What do you like best about Altrata?

Altrata has been great at identifying UHNW individuals that we were previously unaware of. The ability to request further research and due dilligence has been very valuable. Review collected by and hosted on G2.com.

What do you dislike about Altrata?

The cost may be out of reach for some organizations. Review collected by and hosted on G2.com.

Verified User in Higher Education
UH
Enterprise (> 1000 emp.)
"Altrata - Insight into capacity, propensity and philanthropic interests"
What do you like best about Altrata?

Altrata provices clear insight into prospects capacity, propensity and philanthropic interests. The company's client representatives do a wonderful job; very knowledgable and responsive. Review collected by and hosted on G2.com.

What do you dislike about Altrata?

The Wealthengine products does not provide useful stock information Review collected by and hosted on G2.com.

Verified User in Research
UR
Mid-Market (51-1000 emp.)
"Helpful Research and Friendly Client Success Team"
What do you like best about Altrata?

Client Success Team is always available and happy to answer questions and provide prompt feedback. Review collected by and hosted on G2.com.

What do you dislike about Altrata?

Research findings are frequently updated by request rather than updated in real time - sometimes data is outdated. Review collected by and hosted on G2.com.

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Altrata