---
title: Wealth-X Screening Reviews
meta_title: 'Wealth-X Screening Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Wealth-X Screening works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2025-03-10'
parent_category:
  name: Nonprofit
  url: https://www.g2.com/categories/nonprofit
---


# Wealth-X Screening Reviews
**Vendor:** Wealth-X  
**Category:** [Donor Prospect Research Software](https://www.g2.com/categories/donor-prospect-research)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Wealth-X Screening
Wealth-X Screening unlocks the potential in your client or prospect data using our unparalleled intelligence on the world’s high net worth (HNW) and ultra high net worth (UHNW) individuals. Our proven expertise in wealth valuation, as well as matching and identity resolution, enables our team of experts to screen your data more accurately and with greater results across the globe. 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 Screening Reviews
  ### 1. Time Saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kim D. | I, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 25, 2023

**What do you like best about Wealth-X Screening?**

The ability to receive a summary of prospects within a few steps.

**What do you dislike about Wealth-X Screening?**

A times the information may not be current. Such as the information may be a year behind. I actually searched my information to verify this theory.

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

The software assist us with donor outreach and upgrade.



- [View Wealth-X Screening pricing details and edition comparison](https://www.g2.com/products/wealth-x-screening/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-12+23%3A03%3A00+-0500&secure%5Bsession_id%5D=920e0074-a419-4bc4-af52-a46776e3a032&secure%5Btoken%5D=bd63ae32029973cc69a893c83f5f464cb114858b51c0ba3166495329b4be1e0b&format=llm_user)

## Wealth-X Screening Features
**Additional Functionality**
- Activity Tracking
- Social Marketing
- Generative AI
- Accounting
- Customizable Reports
- CRM
- Customizable Forms
- Fund Accounting
- Forms Management
- Real-Time Analytics
- Member Database
- Alerts/Notifications
- Communication Management
- Customizable Templates
- Budgeting/Forecasting
- Mobile Access
- Event Scheduling
- Donor Management
- Attendance Management
- Activity Dashboard
- Reporting & Statistics
- Volunteer Management
- Real-Time Reporting
- For Nonprofits
- Recurring/Subscription Billing
- Access Controls/Permissions
- Calendar Management
- Third-Party Integrations
- Customizable Branding
- Registration Management
- Campaign Management
- Event Management
- Document Storage
- API
- Contact Management
- Website Management
- Credit Card Processing
- Membership Management
- Data Import/Export
- Electronic Payments
- Accounting Integration
- Grant Management
- Dues Management
- Committee Management
- AI Copilot
- Fundraising Management
- Customizable Fields

## Top Wealth-X Screening Alternatives
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