Join the 1500 companies using G2 Track to manage SaaS spend, usage, contracts & compliance.

Wealth-X Professional

3.8
(2)

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.

Work for Wealth-X Professional?

Learning about Wealth-X Professional?

We can help you find the solution that fits you best.

Wealth-X Professional Reviews

Ask Wealth-X Professional a Question
Write a Review
Filter Reviews
Filter Reviews
Ratings
Company Size
User Role
Industry
Showing 2 Wealth-X Professional reviews
LinkedIn Connections
Wealth-X Professional review by Lisa R.
Lisa R.
Validated Reviewer
Verified Current User
Review Source
content

"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.

Sign in to G2 to see what your connections have to say about Wealth-X Professional
Wealth-X Professional review by User
User
Validated Reviewer
Verified Current User
Review Source
content

"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

What Sales Intelligence solution do you use?

Thanks for letting us know!

There are not enough reviews of Wealth-X Professional for G2 to provide buying insight. Below are some alternatives with more reviews:

1
DiscoverOrg Logo
DiscoverOrg
4.3
(1,660)
DiscoverOrg provides accurate, integrated, and actionable sales and marketing intelligence - including in-depth company, contact, org charts, and buying trigger data.
2
ZoomInfo Logo
ZoomInfo
4.3
(1,040)
ZoomInfo is a growth acceleration platform delivering accurate and actionable contact and business information to empower your sales, marketing, and recruiting teams.
3
LinkedIn Sales Navigator Logo
LinkedIn Sales Navigator
4.1
(829)
LinkedIn Sales Navigator is the best version of LinkedIn for sales professionals. By harnessing the power of a 500 million member network, LinkedIn Sales Navigator will help you better target, understand, and engage with buyers.
4
InsideView Logo
InsideView
4.3
(459)
InsideView gathers real time, social and business sales intelligence from more sources than any competitor, by far, and delivers it right into your sales rep's desktops and mobile devices - online or inside your CRM.
5
Datanyze Logo
Datanyze
4.2
(415)
Data and Intelligence provider for Technology Companies.
6
Clearbit Enrichment Logo
Clearbit Enrichment
4.5
(353)
Clearbit provides a suite of integrations and business intelligence APIs that help sales and marketing teams become more data-driven.
7
Winmo Logo
Winmo
4.4
(296)
Winmo is a sales intelligence solution that provides advertiser-agency relationships and marketing decision-maker contact information. An evolution of veteran prospecting platforms The List Online and AdDataExpress, Winmo introduces personalized email alerts, lead recommendations and enhanced integrations to provide an all-in-one prospecting solution.
8
HG Insights Logo
HG Insights
4.2
(290)
The global leader in technographics, offering B2B marketers the business intelligence they need to achieve extraordinary results.
9
D&B Hoovers Logo
D&B Hoovers
3.8
(292)
Anchored by Dun & Bradstreet’s powerful D-U-N-S® Numbering System, D&B Hoovers (formerly Avention) uses sophisticated analytics to deliver a sales acceleration solution packed with insight.
10
Hunter Logo
Hunter
4.2
(183)
Direct access to all the web's email addresses.
Show more
Kate from G2

Learning about Wealth-X Professional?

I can help.
* 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.