Wealth-X Professional Reviews & Product Details

Wealth-X Professional provides access to the world’s most robust collection of curated research and intelligence on very high net worth (VHNW) and ultra high net worth (UHNW) individuals. With hundreds of thousands of records, Wealth-X Professional is the ultimate resource for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the wealthy. 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.

Seller

Wealth-X

Discussions

Wealth-X Professional Community

Languages Supported

English

Overview by

Ariel Gaworecki (Director, Product Marketing)

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User Insights

Average based on 5 real user reviews.

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U

Verified User

Director of Prospect Development

Mid-Market (51-1000 emp.)

12/19/2023

4.5/5

Having used the platform extensively, this reviewer appreciates the large database of dossiers available. The inability to download search results into Excel is a drawback.

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Summarized using AI

MK

Madhavi K.

Marketing Manager

Enterprise (> 1000 emp.)

3/2/2023

"Good tool for UHNI research"

3.5/5

What do you like best about Wealth-X Professional?

Wealth X provides good nuggets of information about UHNIs all over the world. It's a great tool when you're looking for country wise trends, and insights into the lives of an ultra rich target audience Review collected by and hosted on G2.com.

What do you dislike about Wealth-X Professional?

Need more data cuts and contact details for specific countries. I used it for India and UK and the information available was on a broad level. Review collected by and hosted on G2.com.

SR

SARID R.

Commission Sales Associate

Small-Business (50 or fewer emp.)

1/4/2022

Business partner of the seller or seller's competitor, not included in G2 scores.

"The principle of honesty in free trade based on fundamental humanitarian principles."

5/5

What do you like best about Wealth-X Professional?

Create a society, enhance work efficiency, share correctly, trust, be flexible by using good trade principles, create new things for the community, a society with a good quality of life, safety. Review collected by and hosted on G2.com.

What do you dislike about Wealth-X Professional?

Dislike lying and deceit, taking advantage of colleagues, lack of kindness, discrimination or disrespect for dignity, betrayal, impolite speech, bullying others without considering the consequences, fraud, and corruption. Review collected by and hosted on G2.com.

UF

Verified User in Fund-Raising

Enterprise (> 1000 emp.)

3/23/2018

"Good head start for UHNWI research"

4/5

What do you like best about Wealth-X Professional?

Wealth-X is especially useful for prospects in foreign countries. The complete dossiers have a lot of good information collected, saving time for users. Review collected by and hosted on G2.com.

What do you dislike about Wealth-X Professional?

Wealth estimates are frequently lacking substance, and/or suspiciously similar to Forbes. We consider these only a broad indicators. Many, many dossiers have little to no information other than "likely UHNW," which is frustrating. Review collected by and hosted on G2.com.

Recommendations to others considering Wealth-X Professional:

Ask for a live demo, and search for names not in the Forbes 400 to see the reality of who's there and how much information is available without using dossier credits. Bill Gates will have a stellar record, your prospects may not. Also consider the additional services such as relationship mapping, screening, or prospect lists that Wealth-X can provide you. Review collected by and hosted on G2.com.

What problems is Wealth-X Professional solving and how is that benefiting you?

Wealth-X helps us respond quickly to c-suite research requests and is a great help for international prospects where we are less comfortable with the language and information sources Review collected by and hosted on G2.com.

LR

Lisa R.

Growth Strategy Consultant

Staffing and Recruiting

Enterprise (> 1000 emp.)

12/21/2017

"Useful, Well-Researched Wealth Data Aggregator"

3.5/5

What do you like best about Wealth-X Professional?

It's intuitive to use and has a powerful search tool which makes it possible to find nuggets of interest buried in the dossiers. Review collected by and hosted on G2.com.

What do you dislike about Wealth-X Professional?

While it's possible to find nuggets of interest buried in the data, its not EASY. You still have to click into every dossier and search on the key work that yielded the result. Not ideal - there's room for improvement on this. Review collected by and hosted on G2.com.

Recommendations to others considering Wealth-X Professional:

This is a great product but it's pricey. I use it everyday and it's worth it for me, but, if it's a once and a while need, I don't imagine you'd see the ROI. Review collected by and hosted on G2.com.

What problems is Wealth-X Professional solving and how is that benefiting you?

We use WealthX as a gut-check on our own assessment of net-worth, as well as for already-aggregated research on well known high-net-worth-individuals. We also depend on the data for information on foreign wealthy individuals. It works well for all these purposes. Review collected by and hosted on G2.com.