--- title: Wealth-X Professional Reviews meta_title: 'Wealth-X Professional Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Wealth-X Professional works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 5 scale: '5' date_modified: '2026-06-15' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # Wealth-X Professional Reviews **Vendor:** Wealth-X **Category:** [Donor Prospect Research Software](https://www.g2.com/categories/donor-prospect-research) **Average Rating:** 3.9/5.0 **Total Reviews:** 5 ## About Wealth-X Professional 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. ## Wealth-X Professional Reviews ### 1. Wealth X is a gold standard for researchers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Wealth-X Professional?** I like that it has such a large database of dossiers. **What do you dislike about Wealth-X Professional?** I do not like that when you use Advanced Search to search terms (and this search yields a wonderful list of names) you are not able to download the list into excel. **What problems is Wealth-X Professional solving and how is that benefiting you?** It's almost like having a full time researcher helping out you and your team. ### 2. Good tool for UHNI research **Rating:** 3.5/5.0 stars **Reviewed by:** Madhavi K. | Marketing Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2023 **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 rick target audience **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. **What problems is Wealth-X Professional solving and how is that benefiting you?** Helped to research UHNI profiles before sales pitch. Also helped in understanding the networth, hobbies and family trees of these individuals for better targetting both online and to family wealth offices. ### 3. The principle of honesty in free trade based on fundamental humanitarian principles. **Rating:** 5.0/5.0 stars **Reviewed by:** SARID R. | Commission Sales Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2022 **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. **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. **What problems is Wealth-X Professional solving and how is that benefiting you?** Focus on identifying business opportunities, numerous tools for impressive service, access to opportunities in all financial flow channels, experienced care, third-party guarantee, happy to provide additional techniques to learn new experiences. ### 4. Good head start for UHNWI research **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Enterprise (> 1000 emp.) **Reviewed Date:** March 23, 2018 **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. **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. **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. **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 ### 5. Useful, Well-Researched Wealth Data Aggregator **Rating:** 3.5/5.0 stars **Reviewed by:** Lisa R. | Growth Strategy Consultant, Staffing and Recruiting, Enterprise (> 1000 emp.) **Reviewed Date:** December 21, 2017 **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. **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. **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. **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. ## Wealth-X Professional Discussions - [What is Wealth-X Professional used for?](https://www.g2.com/discussions/what-is-wealth-x-professional-used-for) - [View Wealth-X Professional pricing details and edition comparison](https://www.g2.com/products/wealth-x-professional/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-18+12%3A37%3A46+-0500&secure%5Bsession_id%5D=0a6429b2-e594-4fc2-94a2-c0d40988984e&secure%5Btoken%5D=e7b3621cd90f66dbc63a3646c15a6e47744792219b873712337781695493bcf3&format=llm_user) ## Wealth-X Professional Features **Data Availability** - Contact Data Availability - Company Data Availability - Technographic Data Availability **Data Accuracy** - Contact Data Accuracy - Company Data Accuracy - Technographic Data Accuracy **Agentic AI - Sales Intelligence** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Internationalization - User, Role, and Access Management - Performance and Reliability - Mobile User Support - APIs **Features** - Lead Builder - Integration to CRM/Marketing Automation - Data Segmentation/Filtering - Search - News/People Alerts - Connections - Reporting ## Top Wealth-X Professional Alternatives - [Lusha](https://www.g2.com/products/lusha/reviews) - 4.3/5.0 (1,602 reviews) - [iWave](https://www.g2.com/products/iwave/reviews) - 4.6/5.0 (475 reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - 4.4/5.0 (2,171 reviews)