Wealth-X Integration
The Wealth-X Database is the world’s largest collection of hand-curated dossiers on wealthy individuals from around the globe. Our organization provides unique data and intelligence to financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the world’s wealthiest individuals. Wealth-X provides clients with two distinct ways to access our data through integration. Learn more and select the access point that’s best for your organization’s prospecting strategy: Wealth-X Salesforce Application Combine the Wealth-X database with your existing Salesforce data to gain a holistic picture of clients and prospects, including an analysis of their wealth and existing relationship network, to conduct meaningful conversations and convert new business. Wealth-X API Seamlessly integrate the Wealth-X database within the context of your organization’s existing client management and prospecting system, or any internal system, to enhance your data assets and elevate your development goals. Wealth-X is an Altrata company, a part of Euromoney PLC. Altrata is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X. Together, we provide data and intelligence on the most impactful people to our clients' success.
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