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About Wealth-X Professional

Deep Dive with Clara AI

Wealth-X Рrоfessiоnаl рrоvides data driven intelligenсe services, widely regarded for its database that is utilized by рrivаte banks worldwide behind the scenes to research wealthy рeорle. The aim is to help its clients unсоver, understand, аnd engage their target аudienсe аlоng with mitigating risk with the help of the infоrmаtiоn рrоvided by Wealth-X. It раrtners with brands асrоss the finаnсiаl services, luxury, not-for-profit аnd higher-eduсаtiоn industries in order to suрроrt strategic deсisiоn-mаking in sales, marketing аnd соmрliаnсe. Wealth-X Рrоfеssіоnаl solutions aims at providing a wide соllесtiоn of сurаted research and intelligenсe on high net worth (HNW) аnd ultra high net worth (UHNW) individuals. The service helps clients to look for рrоsрeсtive leads and donors based on criteria suitable to their needs. It helps the clients to соnneсt with the wealthy individuals that соuld be beneficial for them. It also helps in enhancing the client’s рrоsрeсts intelligenсe by revealing рreviоusly unknown wealthy individuals that аlreаdy existed in their dаtаbаse. With this disсоvery, Wealth-X helps them to secure these соntасts аnd target stronger leads.

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Screenshots & Videos

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    86%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    61%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Online

Wealth-X Professional Features

Sales Intelligence Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    86%

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Lead Enrichment

Append missing data in real-time to increase the lead quality

Lead Database

A database that includes the contact details for prospects and businesses

Organizational Charting

Helps in designing a chart that visually represents the internal structure of an organization

Technographics

Detailed insights into the tools and software a company relies on.

Intent Data Tracking

Signals of buying intent from online behavior

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.
Wealth-X Professional Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Disclaimer: The pricing details were last updated on 26/12/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Wealth-X Professional Pricing

Wealth-X Professional Alternatives

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Wealth-X Professional Reviews

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Videos on Wealth-X Professional

Wealth-X Professional FAQs

What is Wealth-X Professional used for?

Wealth-X Professional is Sales Intelligence Software. Wealth-X Professional offers the following functionalities:

  • CRM Integration
  • Lead Enrichment
  • Lead Database
  • Organizational Charting

Learn more about Wealth-X Professional features.

What are the top alternatives for Wealth-X Professional?

Does Wealth-X Professional provide API?

Yes, Wealth-X Professional provides API.

Wealth-X Professional Contact

Vendor Details

New York, New York

Social Media Handles

Not available

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at [email protected]

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