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Wealth-X
Maximize your relationships with the wealthy
- Industries
- EducationFinancial ServicesHealthcare & Life Sciences
- Business Need
- SalesAnalyticsIntegration
- Requires
- Sales Cloud
Access to the world’s most robust collection of curated research and intelligence on the world’s wealthiest individuals through your existing Salesforce interface.
Highlights
Synthesize Your Client Intelligence: Gain a holistic picture of clients and prospects, including an analysis of their wealth and existing relationship network, to conduct meaningful conversations and convert new business.
Qualify Existing Relationships: Efficiently reveal previously unknown wealthy individuals in your database by overlaying Wealth-X data to target stronger leads and expedite lead conversion.
Uncover New Prospects: Bolster your pipeline by identifying new qualified prospects within the Wealth-X database that match your unique qualification criteria.
Provider Details
Altrata
New York
Altrata provides people intelligence, empowering organizations to make informed and data driven decisions with confidence. Our solutions, built on industry leading datasets like BoardEx, RelSci, WealthEngine, and WealthX, offer unparalleled insights into exceptional individuals, including their wealth, professional networks, and philanthropic activities.
Pricing Details
Paid Add-On Required
You must pay for a product or service that is external to Salesforce for this solution to work. Discounts available for nonprofits.
The Salesforce Connector starts at $3,000/yr for up to 3 users and requires a separate subscription to Wealth-X in order to activate the full solution
Wealth-X for Salesforce
$3,000 USD/user/year
Lowest Starting Price