What Altrata does

Altrata is a global data intelligence company that provides wealth, executive, and relationship intelligence to enterprise, nonprofit, educational, healthcare, and financial services clients. The platform combines a proprietary database spanning 100M+ people profiles, 4M companies, and 4B+ mapped connections, curated and continuously verified by a team of 400+ global researchers. Core products include Wealth-X (UHNW intelligence, covering 3.2M+ individuals with $37.2T+ in assets), WealthEngine (US prospect research and wealth screening), BoardEx (1.8M executives across 2.2M organizations), RelSci (10M+ individual profiles and relationship mapping), and Boardroom Insiders (board composition intelligence), delivered alongside a Salesforce App and Snowflake Marketplace listing.

Altrata operates as part of Delinian (formerly Euromoney), a UK-registered business information group, consolidating five acquired data brands under a unified go-to-market. Revenue is generated primarily through enterprise subscriptions on a quote-based annual billing cadence, with supplementary revenue from proprietary research reports (World Ultra Wealth Report, Billionaire Census), a Fundraising Academy training program, and sponsored research partnerships. Distribution combines direct enterprise field sales, inside sales, self-serve platform access, and an extensive partner ecosystem including Salesforce, Snowflake, Databricks, Dun & Bradstreet, FactSet, Intapp, WRDS, and vertical-specific channel partners (Bonterra, Tessitura, Ellucian, Omatic).

The platform's capabilities include predictive analytics for prospect scoring, knowledge retrieval from curated datasets, and process automation for CRM enrichment and liquidity-event alerting, though Altrata explicitly differentiates on human-verified data depth rather than AI-only approaches. Customer use cases span client acquisition, dealmaking and private equity, fundraising and advocacy, research and data modeling, executive search, and risk mitigation/KYC, with named customers across Adobe, Splunk, Tableau, Barclays Private Bank, UNHCR, Texas A&M Foundation, Case Western Reserve, ESCP Foundation, Mercy Ships UK, Save the Children, and a Big Four accountancy firm.

Name

Altrata

Legal name

Altrata Limited

Website

https://altrata.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Altrata is a global data intelligence company that provides wealth, executive, and relationship intelligence on 100M+ people profiles to enterprise, nonprofit, education, healthcare, and financial services clients, operating as a subsidiary of Delinian.

Ownership category

akta.pro rank

Product category

Wealth and Executive Intelligence Data

NAICS

Portfolio Management and Investment Advice (523940), Marketing Research and Public Opinion Polling (541910)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO)

akta.pro secondary industry

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)

Keywords

• Wealth intelligence data
• Executive relationship mapping
• Donor prospect research
• Fundraising data platform
• Board intelligence analytics

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription-Based Data Access: Annual or multi-year subscription models providing access to platform data, analytics, and relationship insights. Clients include enterprises, nonprofits, and educational institutions subscribing to intelligence platforms.
2. Intelligence Reports & Research: Sale of proprietary research reports including World Ultra Wealth Report, Billionaire Census, and industry-specific studies on wealth trends, executive movements, and market dynamics.
3. Fundraising Academy & Training: Educational programs including workshops, webinars, and resource libraries for nonprofit fundraising professionals, generating revenue through enrollment and premium content access.

Pricing tiers

Go-to-market motion4 records

Distribution channels6 records

Marketing channels8 records

Core offering

Altrata sells subscription-based people and wealth intelligence that combines human-verified profiles of 100M+ executives, board members, and wealthy individuals with strategic relationship mapping covering 4B+ connections. The platform delivers wealth screening, prospect research, liquidity event alerts, and CRM-embedded intelligence to enterprises, nonprofits, and educational institutions for fundraising, dealmaking, client acquisition, executive search, and risk mitigation use cases.

Product overview

Altrata is a unified data intelligence platform combining multiple acquired brands (Wealth-X, WealthEngine, BoardEx, RelSci, BoardRoom Insiders) into a comprehensive people and wealth intelligence solution. The platform integrates global wealth data (covering 100M+ people profiles, 4M companies, 4B+ connections) with strategic relationship mapping and predictive analytics to serve use cases across client acquisition, dealmaking, fundraising, research, talent acquisition, and risk mitigation. Data access is delivered through platform integrations (Salesforce, Snowflake Marketplace) and CRM-compatible enrichment workflows rather than a standalone API.

Differentiator

Problem solved

Functional benefit

Brands

• BoardEx: Executive and company relationship mapping platform enabling users to map relationship paths to 1.8 million executives across 2.2 million organizations.
• RelSci
• WealthEngine
• Wealth-X
• Boardroom Insiders

Products and services

• Wealth-X Global wealth intelligence covering more than 3.2 million individuals with more than $37.2 trillion in assets, providing net worth, source of wealth, and investment pattern profiles for HNW/UHNW prospecting.
• WealthEngine Advanced wealth identification and prospect research solutions with unique profiles across the US, enabling wealth screening and donor qualification for nonprofit fundraising teams.
• BoardEx Executive and company relationship mapping platform enabling users to map relationship paths to 1.8 million executives across 2.2 million organizations with dynamic data analytics.
• RelSci Relationship science platform providing more than 10 million individual profiles and strategic relationship mapping to help organizations reach key decision makers.
• BoardRoom Insiders Board intelligence product providing insights on board compositions, expertise, and leadership gaps across private, public, and global companies.
• Executive & Company Data Comprehensive executive and company intelligence available via Snowflake Marketplace integration, providing curated global profiles of C-suite and board members for data science and analytics teams.
• Altrata Salesforce App Native Salesforce application enabling direct access to Altrata wealth and relationship intelligence within Salesforce CRM environments, including Salesforce Education Cloud and Salesforce Health Cloud.
• Donor Prospect Research Specialized prospect research offering for nonprofit fundraising teams to identify, qualify, and connect with major donor prospects using wealth intelligence and relationship mapping.
• Wealth Screening On-demand screening and data enrichment service to ensure up-to-date and comprehensive contact records including net worth, source of wealth, and investment patterns for targeted outreach.
• Altrata Fundraising Academy Educational program equipping nonprofit leaders and fundraisers with intelligence, foundational tips, and best practices delivered by industry experts through workshops, webinars, and resource libraries.

Quantifiable outcome

• $11.4M in revenue directly attributable to Altrata work without additional staff or budget for ESCP Foundation
• +4 more outcomes

Named customers10 records

Segments9 records

Ideal customer profiles7 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability5 records

Feature7 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• SalesforcecoreTechnology or IntegrationIntegration partnership enabling Altrata intelligence to be accessed within Salesforce CRM. Data enrichment and relationship insights embedded in Salesforce workflows for sales and fundraising teams.
• SnowflakecoreTechnology or IntegrationAltrata launched Executive and Company Data on Snowflake Marketplace, enabling data science teams to access and analyze Altrata intelligence within Snowflake's data cloud environment.
• REALMminorStrategic or Co-development PartnerREALM (luxury real estate membership platform) partnered with Altrata for the Residential Real Estate 2025 report, studying the global footprint of ultra-high-net-worth individuals in residential property markets.
• 360 ViewminorChannel Partner/ Reseller/ DistributorCRM partner integrating Altrata wealth and relationship intelligence into their platform for client engagement.
• BonterraminorChannel Partner/ Reseller/ DistributorFundraising and nonprofit technology partner distributing Altrata intelligence within Bonterra's nonprofit CRM ecosystem.
• TessituraminorChannel Partner/ Reseller/ DistributorArts and cultural sector CRM partner enabling Altrata donor intelligence for member organizations.
• EllucianminorChannel Partner/ Reseller/ DistributorHigher education technology partner integrating Altrata alumni intelligence within Ellucian's education management platforms.
• Omatic SoftwareminorChannel Partner/ Reseller/ DistributorNonprofit data integration partner enabling Altrata wealth screening and donor intelligence within Omatic's nonprofit data workflows.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• RelPro: RelPro provides relationship intelligence for financial services and business development professionals, mapping paths to executives and decision-makers. It is both a direct competitor in relationship mapping and a listed Altrata integration partner, signaling close competitive proximity.
• ZoomInfo: ZoomInfo is a leading B2B contact and company intelligence platform serving sales, marketing, and recruiting teams. It directly competes with Altrata in executive and company intelligence, though ZoomInfo is broader in contact data while Altrata is deeper in wealth and relationship mapping.
• DonorSearch: DonorSearch is a leading wealth screening and prospect research platform for nonprofit fundraising. It is the most direct competitor to WealthEngine for the fundraising and donor identification use case that anchors a significant portion of Altrata's customer base.
• PitchBook: PitchBook provides private market intelligence including M&A, PE, and VC deal data. It competes with Altrata's Dealmaking & Private Equity use case and overlaps with BoardEx on board and executive coverage of PE-backed companies.
• Grenzebach Glier and Associates: Grenzebach Glier is a leading fundraising and prospect research consultancy serving nonprofits and educational institutions. It directly competes with Altrata's fundraising intelligence offerings, including donor prospect research and wealth screening.
• Board Intelligence: Board Intelligence provides board effectiveness and governance software. While more focused on board workflows than Altrata's Boardroom Insiders (which provides board member profiles), it is a comparable in the board intelligence category.

Broad incumbents

• Dun & Bradstreet: Dun & Bradstreet is a global business data and analytics incumbent with deep company-level intelligence. Altrata partners with D&B (per the partnership data) but overlaps in business intelligence for sales, risk, and compliance use cases — including KYC and supply chain.
• LexisNexis: LexisNexis Risk Solutions provides people and business data for KYC, compliance, due diligence, and risk mitigation. It is a broad incumbent that overlaps with Altrata's Risk Mitigation & KYC use case and serves similar financial institution and legal customers.
• LinkedIn Sales Navigator: LinkedIn Sales Navigator is the dominant platform for relationship-based prospecting, leveraging LinkedIn's professional graph. It competes with Altrata at the lower end of executive intelligence and relationship mapping, though it lacks Altrata's wealth, board, and verified-research depth.

Emerging players

• Apollo.io: Apollo.io is an AI-driven sales intelligence and engagement platform targeting sales and marketing teams. It represents the emerging AI-native tier of B2B intelligence that competes with Altrata's lower-value data products on price and self-service.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/AltrataOfficial
• LinkedInlinkedin.com/company/altrata

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Altrata