Altrata Reviews & Product Details

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.

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

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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

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

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.