Wealth-X Integration Reviews 2026: Details, Pricing, & Features

Devon V.

Director of Prospect Development

Mid-Market (51-1000 emp.)

10/17/2023

"We probably could have made better use of this integration"

4/5

What do you like best about Wealth-X Integration?

I liked the automation and the ability to download a dossier almost instantaneously. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Fund-Raising

Enterprise (> 1000 emp.)

12/4/2018

"Great Program"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Wealth-X Integration?

Sometimes the minimum wealth capacity can be limiting. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

G2 reviews are authentic and verified.

Here's how.