--- title: Altrata Reviews meta_title: 'Altrata Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 11 reviews by the users' company size, role or industry to find out how Altrata works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 11 scale: '5' date_modified: '2026-09-22' parent_category: name: Lead Generation url: https://www.g2.com/categories/lead-generation --- # Altrata Reviews **Vendor:** Altrata **Category:** [Lead Intelligence Software](https://www.g2.com/categories/lead-intelligence) **Average Rating:** 4.5/5.0 **Total Reviews:** 11 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## About Altrata Altrata provides the most essential intelligence and insight on business leaders, the global wealthy and well-connected. Leading commercial, philanthropic and educational institutions depend on Altrata solutions to meet their growth objectives. Clients partner with Altrata to confidently engage with exceptional individuals and organizations, create meaningful relationships and seize strategic opportunities. Altrata’s global dataset contains millions of individual profiles on the wealthy, senior decision makers, board members and C-suite leaders. Altrata offers actionable, accurate and comprehensive data maintained by a global team of in-house researchers committed to surfacing the right insight at the right time to drive positive business outcomes. Altrata is the definitive leader in global wealth intelligence, professional relationships mapping and affluent market dynamics. Altrata is a registered trademark of Delinian Limited and its affiliated companies, and is comprised of five industry leading offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine and Wealth-X. ## Altrata Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users praise the **excellent customer support** provided by Altrata, appreciating prompt responses and extensive research assistance. (6 reviews) - Users praise the **exceptional customer service** of Altrata, appreciating their responsiveness and willingness to help. (5 reviews) - Users appreciate the **intuitive and user-friendly interface** of Altrata, making data access seamless and efficient. (5 reviews) - Users find Altrata excellent for **lead generation** , uncovering UHNW individuals and enhancing relationship management effortlessly. (5 reviews) - Users value the **accuracy of information** from Altrata, providing deep insights into high-net-worth individuals and decision-makers. (3 reviews) - Data Accuracy (3 reviews) - Insights Value (3 reviews) - Accuracy (2 reviews) - Chrome Extension (2 reviews) - Daily Use (2 reviews) **What users dislike:** - Users note that Altrata is **expensive** , potentially limiting access for smaller organizations or new teams. (3 reviews) - Users often face **integration issues** with Altrata, finding the navigation and interface confusing across various datasets. (2 reviews) - Users find the **learning curve steep** due to a confusing interface and initial navigation challenges. (2 reviews) - Users note the **outdated information** in Altrata, pointing out a need for more frequent updates and accuracy. (2 reviews) - Users find the **data accuracy** problematic, as navigation can be confusing and impacts effective use of the tool. (1 reviews) - Inaccuracy (1 reviews) - Inaccurate Data (1 reviews) - Lead Management (1 reviews) - Limited Credits (1 reviews) - Not Intuitive (1 reviews) ## Altrata Reviews ### 1. Thorough, timely, and great customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Devon M. | Development and Prospect Research Associate, Enterprise (> 1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** February 20, 2025 **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. **What do you dislike about Altrata?** I wish we could use them more, but credits are limited across our university. **What problems is Altrata solving and how is that benefiting you?** We need to know more about our donors, and Altrata helps build us amazing dossiers where we can learn about their philanthropy and connections. It saves us time researching and allows us to have much more information than we could just find online. ### 2. Outstanding for Business Intelligence and Brand Unification **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin L. | Senior HR Manager, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **G2 Icon:** Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise. **Reviewed Date:** November 06, 2025 **What do you like best about Altrata?** Excellent for business and data intelligence and bringing several brands under one name **What do you dislike about Altrata?** Consider the use cases as Altrata is a niche product **What problems is Altrata solving and how is that benefiting you?** Competitor analysis and market intelligence and also applicable to due diligence scenarios ### 3. Transformational Change in Principal Gift Research **Rating:** 5.0/5.0 stars **Reviewed by:** Beki H. | Director of Prospect Management, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 20, 2024 **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 always 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! **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. **What problems is Altrata solving and how is that benefiting you?** Altrata is our solution for understanding the highest level prospects - their wealth, their investments and philanthropy, and their familial connections. ### 4. Multi-year client, happy with product **Rating:** 4.0/5.0 stars **Reviewed by:** Tessa F. | Director of Research Strategies and Emerging Markets, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 18, 2024 **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 comprehensive 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. **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. **What problems is Altrata solving and how is that benefiting you?** Altrata provides liquidity estimates for our top prospects. ### 5. Great experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 08, 2025 **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. **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. **What problems is Altrata solving and how is that benefiting you?** Altrata has disrupted sales intelligence by offering deep, high-quality information on senior decision-makers and high net worth individuals, cutting through the white noise to reach the right prospects sooner. With the ability to see verified backgrounds, wealth indicators, and relationship networks, outreach can be hyper-targeted and personalized, not another cold call. It's especially good for enterprise or high-ticket sales where having visibility into influence and relationships is important. While the platform does have a high cost and a learning curve, the depth of data quality and global access far exceed it if you are truly interested in smarter prospecting. ### 6. Altrata provides the product it promises with customer service that exceeds all expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 20, 2024 **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 exceptional. 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. **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! **What problems is Altrata solving and how is that benefiting you?** We are a nonprofit organization looking to grow our Major, Principal, and Transformational giving donor pool. Altrata helps us find the UHNW individuals we have closest connections with, helps us find new people we didn't know about, and saves us time in researching those folks. ### 7. Great product and fantastic team to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 19, 2024 **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! **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. **What problems is Altrata solving and how is that benefiting you?** Altrata makes it easy for us to track movement in our firm relationships and find connections at different companies. Without it, this processes would be very challenging. ### 8. Great at identifying UHNW individuals **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 20, 2024 **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 diligence has been very valuable. **What do you dislike about Altrata?** The cost may be out of reach for some organizations. **What problems is Altrata solving and how is that benefiting you?** The large number of constituents associated with our organization can make it difficult to find those with strategic and financial interests in supporting our organization. Altrata has been helpful in identifying some of those constituents which has resulted in higher engagement, volunteerism and philanthropy. ### 9. Altrata - Insight into capacity, propensity and philanthropic interests **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** January 16, 2025 **What do you like best about Altrata?** Altrata provides clear insight into prospects' capacity, propensity, and philanthropic interests. The company's client representatives do a wonderful job; very knowledgeable and responsive. **What do you dislike about Altrata?** The Wealthengine products do not provide useful stock information **What problems is Altrata solving and how is that benefiting you?** Quickly identifies prospects to help my organization achieve its fundraising goals ### 10. Helpful Research and Friendly Client Success Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 18, 2024 **What do you like best about Altrata?** Client Success Team is always available and happy to answer questions and provide prompt feedback. **What do you dislike about Altrata?** Research findings are frequently updated by request rather than updated in real time - sometimes data is outdated. **What problems is Altrata solving and how is that benefiting you?** Providing specific and aggregate research to approximate individual wealth estimates, and utilizing 'big-picture'/macrodata to analyze UHNW individual wealth trends. ### 11. I've received very personalized support and timely reminders to schedule calls to learn more. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 20, 2024 **What do you like best about Altrata?** I like that information is accessible and it is intuitive/user friendly. **What do you dislike about Altrata?** It would be helpful if information was updated more regularly, although I understand that's not always possible and it is helpful to have the option to request an update on a user profile. **What problems is Altrata solving and how is that benefiting you?** It helps us identify connections to prospects. - [View Altrata pricing details and edition comparison](https://www.g2.com/products/altrata/reviews?section=pricing&secure%5Bexpires_at%5D=2026-10-01+09%3A44%3A49+-0500&secure%5Bsession_id%5D=31a684f8-2c85-4ac0-8fb8-a86e6e656d4b&secure%5Btoken%5D=452c1cad0f465918c9b284981daa338caaecbe3e04c030f895eacac6d44717e9&format=llm_user) ## Altrata Features **Additional Functionality** - Calendar Sync - CRM - Conversation Intelligence - Lead Qualification - Strategic Planning - Customizable Reports - Visual Analytics - Customer Profiles - Activity Tracking - Alerts/Notifications - Contact Database - Lead Scoring - Data Import/Export - Data Cleansing - Prospecting Tools - Sentiment Analysis - Multi-Channel Data Collection - AI Copilot - Dashboard Creation - Engagement Tracking - Generative AI - Lead Generation - Interaction Tracking - Predictive Analytics - Customizable Templates - Collaboration Tools - For Sales Teams/Organizations **Data Availability** - Contact Data Availability - Company Data Availability - Industry Research Availability - Technographic Data Availability **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Lead Intelligence** - Lead Validation - Lead Enrichment - Lead Quality - Lead Analysis - Browser Extension - Lead Verification - External Data Sourcing **Agentic AI - Marketing Account Intelligence** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction **Data Accuracy** - Contact Data Accuracy - Company Data Accuracy - Technographic Data Accuracy **Lead Intelligence** - Market Insights - Account-level Insights - Lead Analysis **Agentic AI - Lead Intelligence** - Cross-system Integration **Lead Management** - Segmentation - Predictive Scoring - Account Identification **Agentic AI - Sales Intelligence** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning - Third-Party Integrations - Calendar/Reminder System **Artificial Intelligence - Lead Intelligence** - Lead Scoring & Prioritization - Intent Signal Analysis - Data Enrichment **Platform** - Internationalization - User, Role, and Access Management - Performance and Reliability - Reporting/Dashboards - Mobile User Support - APIs - Deal Management - Sales Pipeline Management - Lead Management - Contact Management - Workflow Management - Territory Management - Sales Activity Management **Marketing Campaigns** - Omni-Channel Tracking - Revenue Planning - Media Attribution - Opportunity Timeline - Customization **Data Availability - Marketing Account Intelligence ** - Technographic Data Availability **Data Accuracy - Marketing Account Intelligence ** - Technographic Data Accuracy **Features** - Lead Builder - Integration to CRM/Marketing Automation - Data Cleaning/Enrichment - Data Segmentation/Filtering - Search - News/People Alerts - Connections - Reporting - Messaging - Real-Time Data - Intent Data - Sales Automation - Email Marketing - Real-Time Reporting ## Top Altrata Alternatives - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - 4.5/5.0 (8,921 reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - 4.7/5.0 (9,443 reviews) - [Adapt](https://www.g2.com/products/adapt-adapt/reviews) - 4.6/5.0 (2,630 reviews)