What Boardroom Insiders does

Boardroom Insiders, now operating as Altrata, is a B2B executive and relationship intelligence platform serving enterprise buyers across at least eleven verticals including corporations, financial services, healthcare, higher education, investing, luxury, nonprofit, professional services, recruiting, small business, and technology. The platform combines data from four acquired brands (Boardroom Insiders, BoardEx, RelSci, and Wealth-X) into a unified dataset covering 100M+ people profiles, 4M+ companies, and 4B+ connections, with human-curated executive insights and relationship mapping. Core products include the Altrata SaaS platform, Executive & Company Data, the Salesforce App, and Snowflake data integration, with sub-brands WealthEngine (donor screening) and Wealth-X (wealth intelligence) retained within the portfolio.

Underlying technology is centered on a large proprietary structured-data graph of people, companies, and connections, augmented with curated text-based executive profiles. The platform supports predictive analytics, knowledge retrieval, and recommendation workflows, and is delivered through a cloud web app (app.altrata.com), native CRM integration via Salesforce, and a data-warehouse distribution channel via Snowflake. No public API, SDK, or mobile app is offered; access is subscription-based and gated behind enterprise sales.

The business model is enterprise subscription SaaS with quote-based pricing and a demo-gated sales motion. Distribution is direct enterprise field sales organized around six use cases (Client Acquisition & Marketing, Dealmaking & Private Equity, Fundraising & Advocacy, Research & Data Modeling, Executive Search & Talent Acquisition, Risk Mitigation & KYC) and eleven industry verticals, supported by content marketing, newsletters, the Altrata Fundraising Academy, and PR coverage. The company is privately held and operates under Delinian, a diversified group, and has 11-50 employees based in San Francisco.

Name

Boardroom Insiders

Legal name

Altrata

Website

https://boardroominsiders.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Altrata (formerly Boardroom Insiders) is a B2B subscription platform combining executive intelligence, board data, relationship mapping, and wealth screening from four brands into a single dataset of 100M+ profiles, 4M+ companies, and 4B+ connections for enterprise customers.

Ownership category

akta.pro rank

Product category

Executive Intelligence Platform

NAICS

Software Publishers (513210), Management, Scientific, and Technical Consulting Services (5416), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• Executive intelligence platform
• Relationship mapping software
• People data analytics
• Wealth intelligence platform
• Executive profiling services

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Subscription Data Platform Access: Subscription-based access to the Altrata platform providing executive intelligence, relationship mapping, wealth data, and analytics. Platform combines data from Boardroom Insiders, BoardEx, RelSci, and Wealth-X.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Boardroom Insiders provides executive intelligence, relationship mapping, and company data to enterprise clients via the Altrata platform. The offering combines curated profiles of executives and board members, strategic relationship mapping across 4B+ connections, wealth intelligence, and predictive analytics to support sales, dealmaking, fundraising, executive search, and KYC use cases. Access is delivered through subscription to the unified platform, with embedded distribution through Salesforce and Snowflake.

Product overview

Altrata is a unified SaaS platform for people and company intelligence, consolidating data and capabilities from four acquired brands: Boardroom Insiders (executive intelligence), BoardEx (board/leadership data), RelSci (relationship mapping), and Wealth-X (wealth intelligence), along with WealthEngine (donor screening). The platform provides a centralized solution for accessing 100M people profiles, 4M companies, and 4B+ connections, with strategic relationship mapping, predictive analytics, and expert-curated actionable insights. Solutions are organized by use case (Client Acquisition, Dealmaking, Fundraising, Executive Search, Risk/KYC) and industry (Corporations, Financial Services, Healthcare, Higher Education, Investing, Luxury, Nonprofit, Professional Services, Recruiting, Small Business, Technology). A Salesforce App integration enables CRM-native access to the data.

Differentiator

Problem solved

Functional benefit

Brands

• BoardEx: Executive and company data platform
• BoardRoom Insiders
• WealthEngine
• Wealth-X
• RelSci

Products and services

• Altrata Platform Unified SaaS platform combining executive insights from Boardroom Insiders, BoardEx, RelSci, and Wealth-X, providing global coverage of 100M people profiles, 4M companies, and 4B+ connections with strategic relationship mapping and predictive analytics for enterprise clients.
• Executive & Company Data Core data product providing access to executive profiles, company information, professional connections, and relationship mapping for business development, sales, and recruiting purposes.
• BoardRoom Insiders Original flagship product providing executive intelligence, now consolidated under the Altrata brand with enhanced global relationship-mapping functionality for enterprise sales, marketing, and recruiting teams.
• BoardEx Board and executive relationship data product, integrated into the Altrata platform, providing intelligence on corporate leadership and board connections.
• RelSci Relationship science platform providing strategic relationship mapping and connection intelligence to identify pathways to key individuals, integrated into the Altrata platform.
• Wealth-X Wealth intelligence data product providing ultra-high-net-worth individual profiles, asset allocation data, and global wealth analytics for prospecting and KYC use cases.
• WealthEngine Donor prospect research and wealth screening product enabling organizations to identify high-net-worth individuals, assess giving capacity, and analyze donor propensity to give.

Named customers4 records

Segments11 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability5 records

Feature6 records

Partnerships

Two partnerships are on record, tiered core.

• SnowflakecoreTechnology or Integration · 10 July 2024Altrata's executive insight data is available directly in Snowflake, enabling customers to leverage the data within their data modeling and analytics workflows.
• SalesforcecoreTechnology or IntegrationSalesforce App integration allows executive and company data to be accessed directly within Salesforce, enabling users to leverage Altrata intelligence within their existing CRM workflows.

Scale indicators3 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• ZoomInfo: ZoomInfo is the largest publicly traded B2B contact and company intelligence platform, serving sales, marketing, and recruiting teams with a similar executive/company data offering. Directly comparable in customer segments (enterprise sales, recruiting), product (subscription data platform), and integrations (CRM/data warehouse).
• PitchBook: PitchBook is the dominant data platform for private equity, venture capital, and M&A deal sourcing. Directly comparable to Altrata's investing-segment use cases (deal sourcing, target identification, KYC) with overlapping customers in PE, VC, and corporate development.
• Crunchbase: Crunchbase provides company, funding, and executive intelligence used by dealmakers, investors, and corporate development teams. Overlaps with Altrata's investing, dealmaking, and research use cases with a similar subscription enterprise data model.
• iWave: iWave provides donor and wealth screening intelligence for nonprofits, higher education, and healthcare fundraising—directly comparable to Altrata's WealthEngine and Wealth-X offerings in the philanthropy and fundraising segments.
• DonorSearch: DonorSearch is a wealth and philanthropic intelligence platform serving nonprofits and higher education institutions. Directly competes with Altrata's WealthEngine in donor identification, giving capacity analysis, and propensity modeling.

Broad incumbents

• LinkedIn Sales Navigator: LinkedIn's sales intelligence offering leverages Microsoft's professional network to deliver contact and account data to enterprise sales teams. Overlaps with Altrata's core client-acquisition use case but is part of a much broader social/HR platform and benefits from continuously user-refreshed data.
• Dun & Bradstreet: Dun & Bradstreet is a long-established provider of business credit, corporate family tree, and executive intelligence data. Overlaps with Altrata's company data, relationship mapping, and KYC use cases but operates at a much larger scale as a broader business-data incumbent.
• S&P Capital IQ Pro: S&P Capital IQ Pro provides executive, company, transaction, and relationship intelligence used across investment, corporate, and financial-services workflows. Overlaps with Altrata's executive insights, relationship mapping, and investing use cases as part of a much broader financial data franchise.

Emerging players

• Apollo.io: Apollo.io is a fast-growing B2B sales intelligence and engagement platform with contact data, buyer intent, and workflow automation. Competes with Altrata's executive insights and Salesforce-native use cases but focuses more on PLG/SMB motion and sales engagement tooling.
• Grata: Grata is a private-market intelligence platform for deal sourcing, company research, and PE workflow automation. Directly comparable to Altrata's dealmaking and investing-segment offerings with overlapping PE and corporate development buyers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/brinsiders
• LinkedInlinkedin.com/company/boardroom-insiders

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Boardroom Insiders