Wealth-X
Wealth-X is a wealth intelligence and data analytics company providing proprietary research, dossiers, screening, and due diligence on HNW/UHNW individuals to financial services, luxury, non-profit, and education clients globally, operating as a subsidiary of Altrata under Delinian Limited.
- Company typePrivate
- Founded2010
- HeadquartersNew York, United Kingdom
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Wealth-X does
Wealth-X is a wealth intelligence and data analytics company founded in 2010, operating as a wholly-owned subsidiary of Altrata (part of Delinian Limited). The company maintains a proprietary, hand-curated database of high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, offering dossiers, market-level analytics, screening, due diligence, and CRM-integrated prospecting tools. Its core products include Wealth-X Professional (curated dossiers), Wealth-X Analytics (market-level data powered by the proprietary Wealth and Investable Assets Model), Wealth-X API, Wealth-X Diligence (with AML/ABC and KYC checks), Wealth-X Screening, and a native Salesforce Application. The company serves 3,300 clients across four primary verticals: financial services (private banking, wealth management, AML/KYC), luxury (apparel, jewelry, hospitality, automotive), non-profit (foundations, philanthropy, disaster relief), and higher education (alumni fundraising).
The underlying technology combines structured data (the Wealth and Investable Assets Model covering 70 economies and 100 cities across wealth tiers), curated text dossiers (career history, philanthropy, interests, networks), relationship mapping (family, business associates, board members), and multilingual coverage across 30+ languages maintained by 400+ global researchers. Distribution includes enterprise field sales, native Salesforce integration, Snowflake data-platform delivery, and API-based CRM embedding with cloud or locally installed deployment options.
Wealth-X monetizes primarily through subscription-based recurring revenue (96% at the parent Altrata level), with quote-based enterprise contracts on annual or multi-year billing, supplemented by add-on professional services for due diligence and discreet inquiries. The company reports a 93% net renewal rate, indicating high customer stickiness, and operates across the Americas, EMEA, Asia-Pacific, the Middle East, Latin America, and Africa through teams in seven countries.
Wealth-X firmographics
Firmographics- Name
- Wealth-X
- Legal name
- Wealth-X LLC
- Website
- https://wealthx.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Wealth-X is a wealth intelligence and data analytics company providing proprietary research, dossiers, screening, and due diligence on HNW/UHNW individuals to financial services, luxury, non-profit, and education clients globally, operating as a subsidiary of Altrata under Delinian Limited.
- Ownership category
- akta.pro rank
Wealth-X industry classification
Industry- Product category
- Wealth Intelligence and Data Analytics
- NAICS
- Web Search Portals and All Other Information Services (51929), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)
- akta.pro secondary industries
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH), Net Worth & Personal Balance Sheet Tracking (FSAGADAF), Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Wealth-X is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Wealth-X business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Subscription-based Data Services: The majority of revenue comes from subscription-based recurring revenue. Clients pay for access to the Wealth-X database, dossiers, screening services, and analytics. Pricing is typically quote-based with enterprise contracts.
- API Access and Integration: Revenue from API access enabling direct CRM integration, providing instantaneous intelligence. Enterprise-wide solution with daily data updates delivered through cloud or locally installed options.
- Due Diligence Reports: Add-on enhanced due diligence services including corporate diligence, source commentary, and discreet inquiries with local industry sources.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription with custom pricing based on organization size and needs |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Wealth-X product offering
Product offeringCore offering
Wealth-X provides a proprietary wealth intelligence database and analytics platform containing curated dossiers on high net worth (HNW) and ultra high net worth (UHNW) individuals worldwide. Its offerings include market-level analytics, an API for CRM integration, due diligence dossiers with AML/ABC compliance checks, screening software, and a native Salesforce application. The platform serves enterprise clients in financial services, luxury, non-profit, and education industries by enabling prospecting, donor identification, KYC/AML compliance, and relationship mapping.
Product overview
Wealth-X is a unified platform offering multiple integrated products for wealth intelligence and prospect engagement. The core portfolio includes Wealth-X Professional (curated dossiers on HNW/UHNW individuals), Wealth-X Analytics (market-level data and proprietary Wealth and Investable Assets Model), and Wealth-X API (CRM integration for real-time wealth intelligence). These are supplemented by specialized modules: Wealth-X Diligence (compliance and due diligence with AML/ABC checks), Wealth-X Screening (database screening for wealth identification and matching), and Wealth-X Salesforce Application (native Salesforce integration). Together, these products support the full client lifecycle from prospecting and screening through engagement and ongoing monitoring, serving financial services, luxury, not-for-profit, and education industries.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth-X Analytics Provides market-level customizable data assets and analysis tailored to an organization's needs, leveraging the proprietary Wealth and Investable Assets Model covering 70 economies and 100 cities. Designed for financial services, luxury, not-for-profit, and education organizations seeking strategic intelligence on global wealth.
- Wealth-X API Enables the Wealth-X Database to be integrated directly into an organization's CRM, providing instantaneous intelligence on most valuable relationships. Users can identify UHNW and VHNW individuals among clients and prospects, with data delivered daily through cloud-based or locally installed options.
- Wealth-X Diligence Provides in-depth intelligence on individuals spanning all levels of wealth for organizations meeting regulatory or best practice requirements, and mitigating reputational and commercial risk. Includes comprehensive analysis of net worth and source of wealth, AML/ABC checks for KYC compliance, with add-on options including corporate diligence and discreet local source inquiries.
- Wealth-X Professional Provides access to the world's most robust collection of curated research and intelligence on HNW and UHNW individuals. With hundreds of thousands of records, it serves financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage ultra affluent individuals.
- Wealth-X Salesforce Application Combines the Wealth-X database with existing Salesforce data to gain a holistic picture of clients and prospects, including analysis of their wealth and existing relationship network, to conduct meaningful conversations and convert new business.
- Wealth-X Screening Unlocks potential in customer or prospect data using state-of-the-art wealth screening software leveraging unparalleled intelligence on the world's wealthiest individuals. Proven expertise in wealth valuation, matching and identity resolution enables accurate screening with greater results globally, with data processing conforming to the latest data protection regulations.
Quantifiable outcome
- 93% net renewal rate for clients
- +2 more outcomes
Companies that use Wealth-X
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles4 records
Wealth-X technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability7 records
Feature5 records
Wealth-X partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered minor and core.
- REALMminorPartnership for Residential Real Estate 2023 report, sponsored by REALM to examine luxury residential real estate trends and how wealthiest individuals choose to reside.
- SnowflakecoreStrategic partnership making Altrata's suite of intelligence products available through Snowflake's data platform, enabling deeper insights and access to billions of connections for clients.
- SalesforcecoreStrategic partnership for CRM integration enabling Wealth-X data to be combined with Salesforce customer data for holistic client and prospect analysis.
- UNHCR SwitzerlandminorPanel discussion on philanthropy trends with UNHCR Switzerland Head of Philanthropy discussing relationship building with high net worth donors.
- UNICEF SwitzerlandminorPanel discussion on philanthropy trends with UNICEF Switzerland partnerships and philanthropy team discussing donor engagement strategies.
Scale indicators8 records
Recent moves8 records
Expansion highlights5 records
Wealth-X competitors and assessment
Company assessmentDirect peers
- Relationship Science (RelSci): Sister brand under Altrata providing relationship mapping and warm-introduction intelligence on influential individuals. Overlaps with wealth-X's relationship mapping capability and serves the same enterprise customer base.
- WealthEngine: Sister brand under Altrata offering wealth screening and prospecting tools for nonprofits, education, and financial services. Provides nearly identical use cases to wealth-X with similar customer overlap, making it the most direct comparable.
- iWave: Wealth screening and prospect research platform for nonprofits, education, and healthcare fundraising. Competes directly with wealth-X Screening and Diligence in the nonprofit/education vertical.
- BoardEx: Sister brand under Altrata focused on board and executive intelligence. While focused on executives rather than wealth specifically, the data categories and enterprise sales motion are highly aligned with wealth-X.
- DonorSearch: Wealth screening and donor prospect research provider serving nonprofits and educational institutions. Direct competitor to wealth-X in the major-gifts fundraising market segment.
Broad incumbents
- ZoomInfo: Large B2B contact and company intelligence platform with CRM integrations and intent data. Comparable in enterprise data-on-decision-makers category and API/CRM distribution motion, but covers broader market beyond HNW.
- InsideView (A Nexis Solutions company): Business intelligence and company/executive data provider integrated with CRM platforms. Comparable in its data-on-individuals approach and CRM-first distribution, though focused on corporate hierarchies rather than wealth specifically.
- Escalent: Data analytics and advisory firm serving financial services, luxury, and other verticals with proprietary wealth and affluent consumer research. Adjacent competitor with broader industry focus.
- Kantar Media Audiences: Large-scale consumer and audience intelligence provider with wealth-affluence overlays. Competes in luxury and financial services use cases as part of a much broader market research portfolio.
- Donnelley Marketing Solutions (Data.com legacy): Marketing data and audience solutions provider with affluent segment offerings and demographic overlays. Competes in the customer intelligence category for luxury and financial services marketing.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Wealth-X social profiles
Digital presenceWealth-X financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealth-X leadership team
Management profileNumber of profiles
Profiles7 records
Wealth-X funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealth-X M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealth-X
What does Wealth-X do?
Wealth-X provides a proprietary wealth intelligence database and analytics platform containing curated dossiers on high net worth (HNW) and ultra high net worth (UHNW) individuals worldwide. Its offerings include market-level analytics, an API for CRM integration, due diligence dossiers with AML/ABC compliance checks, screening software, and a native Salesforce application. The platform serves enterprise clients in financial services, luxury, non-profit, and education industries by enabling prospecting, donor identification, KYC/AML compliance, and relationship mapping.
Is Wealth-X a public or private company?
Wealth-X is a private company. It is classified as corporate owned and is currently operating.
When was Wealth-X founded?
Wealth-X was founded in 2010. It employs 101 to 250 people.
Where is Wealth-X based?
Wealth-X is headquartered in New York, United Kingdom, in the Europe region.
How does Wealth-X make money?
Three revenue lines are on record. Subscription-based Data Services are the primary driver. The others are API Access and Integration and due Diligence Reports.
Who are Wealth-X's main competitors?
Direct peers on record are Relationship Science (RelSci), WealthEngine, iWave, BoardEx and DonorSearch. Broad incumbents are ZoomInfo, InsideView (A Nexis Solutions company), Escalent, Kantar Media Audiences and Donnelley Marketing Solutions (Data.com legacy).
Does Wealth-X have an API?
Yes. Wealth-X API enables the Wealth-X Database to be integrated directly into an organization's CRM, providing instantaneous intelligence on most valuable relationships. By integrating Wealth-X data with existing CRM systems, users can immediately identify ultra high net worth (UHNW) and very high net worth (VHNW) individuals among clients and prospects. The integration delivers Wealth-X intelligence into a single access point, streamlining prospecting approach and accelerating sales cycle. Wealth-X data can be delivered directly from their servers daily, through either cloud-based or locally installed screening software. Customer and prospect data never leaves the local environment.
What industry is Wealth-X in?
Wealth-X's product category is Wealth Intelligence and Data Analytics. Its primary akta.pro industry code is FSAGAEAI, High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking), with a secondary code of FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 51929 and its SIC code is 7370.