--- title: Wealth-X Integration Reviews meta_title: 'Wealth-X Integration Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Wealth-X Integration works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 2 scale: '5' date_modified: '2025-10-30' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # Wealth-X Integration Reviews **Vendor:** Wealth-X **Category:** [Donor Prospect Research Software](https://www.g2.com/categories/donor-prospect-research) **Average Rating:** 4.5/5.0 **Total Reviews:** 2 ## About 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. ## Wealth-X Integration Reviews ### 1. We probably could have made better use of this integration **Rating:** 4.0/5.0 stars **Reviewed by:** Devon V. | Director of Prospect Development, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Wealth-X Integration?** I liked the automation and the ability to download a dossier almost instantaneously. **What do you dislike about Wealth-X Integration?** Our organization wanted way too many customizations and it inhibited the functionality. WX tried to be so helpful when we were doing this and honestly they have the best customer experience. **What problems is Wealth-X Integration solving and how is that benefiting you?** Automation of research ### 2. Great Program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Enterprise (> 1000 emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Wealth-X Integration?** I work for a large nonprofit organization and it is necessary that we identify potential major donors to the best of our ability. Wealth-X provides us with all the information we might need and more in order to formulate informed asks for individuals. **What do you dislike about Wealth-X Integration?** Sometimes the minimum wealth capacity can be limiting. **Recommendations to others considering Wealth-X Integration:** Wealth-X is an amazing tool for any nonprofit organization looking to advance their prospect research efforts. The program allows you to explore an individuals work history, philanthropic giving, political giving, board membership, connections, and more. It has done a great deal to move our current capital campaign and major gift effort forward and I believe it would do the same for any other organization. Without Wealth-X we would be walking into certain meetings blind to a well informed ask of an individual. Wealth-X has also provided us with the ability to draw connections to our organizations board members and trustees to help open doors. It is a great product. **What problems is Wealth-X Integration solving and how is that benefiting you?** Working for a nonprofit organization which is currently in a capital campaign, it is extremely important to find the right donors and be informed about their capacity and inclination to give. Wealth-X provides us with all of this information and more. Perhaps the biggest help is the information that tells us about possible connections. This allows us to draw a direct line to our trustees and board members to help us create connections and open doors to eventually make an ask. ## Wealth-X Integration Discussions - [What is Wealth-X Integration used for?](https://www.g2.com/discussions/what-is-wealth-x-integration-used-for) - [View Wealth-X Integration pricing details and edition comparison](https://www.g2.com/products/wealth-x-integration/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-25+14%3A00%3A57+-0500&secure%5Bsession_id%5D=51df791e-e15b-49cc-ac09-d26fa84c05b9&secure%5Btoken%5D=a857d082324b813857f0869634a92f5089370950a3349b937e41108c3eb46d5d&format=llm_user) ## Top Wealth-X Integration Alternatives - [iWave](https://www.g2.com/products/iwave/reviews) - 4.6/5.0 (475 reviews) - [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) - 3.9/5.0 (621 reviews) - [DonorSearch](https://www.g2.com/products/donorsearch/reviews) - 4.6/5.0 (223 reviews)