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Wealth-X Professional


The Wealth-X Professional membership provides you with access to curated research and intelligence on high net worth (HNW) and ultra high net worth (UHNW) individuals.

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Wealth-X Professional Reviews

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Wealth-X Professional review by Lisa R.
Lisa R.
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"Useful, Well-Researched Wealth Data Aggregator"

What do you like best?

It's intuitive to use and has a powerful search tool which makes it possible to find nuggets of interest buried in the dossiers.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

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Wealth-X Professional review by User
Validated Reviewer
Verified Current User
Review Source

"Good head start for UHNWI research"

What do you like best?

Wealth-X is especially useful for prospects in foreign countries. The complete dossiers have a lot of good information collected, saving time for users.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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

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* We monitor all Wealth-X Professional reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.