Wealth-X Screening Description
Wealth-X Screening harnesses the power of cutting-edge wealth screening technology to maximize the value of your customer or prospect data, utilizing our exceptional insights into the wealthiest individuals worldwide. With a track record of excellence in wealth assessment and identity matching, our dedicated team enhances the accuracy and effectiveness of your data screening on a global scale. The Wealth-X Screening process delves into your current database, uncovering high and ultra-high-net-worth individuals, while also detailing their wealth profiles and personal connections. Additionally, it categorizes these individuals by wealth tier and match quality, facilitating easy organization and prioritization of potential leads. By tapping into the relationship networks of these identified matches, you can broaden your pool of qualified prospects and propel your new development initiatives. This strategic approach not only identifies valuable connections but also empowers organizations to make informed decisions that drive growth.
Wealth-X Screening Alternatives
Nexo
Nexo is a premier digital assets wealth platform designed to empower clients to grow, manage, and preserve their crypto holdings. Our mission is to lead the next generation of wealth creation by focusing on customer success and delivering tailored solutions that build enduring value, supported by 24/7 client care.
At Nexo, we understand that building wealth isn’t one-size-fits-all. That’s why we give you the power to choose how your assets grow. Whether you value flexibility or want to lock in higher returns, Nexo puts your goals in your hands.
Earn daily compounding interest on your crypto and stablecoins with Flexible Savings. Spend, trade or withdraw them anytime, while you enjoy up to 14% annual interest.
Go for the long-term and earn as high as 16% annual interest with Fixed-term Savings.
Your crypto deserves to grow alongside your ambitions.
At Nexo, we also believe in empowering you to make the most of your portfolio. Why sell your digital assets and miss on gains, when you can leverage them?
With Nexo’s crypto Credit Line, you can unlock liquidity without selling a single coin. Grow your buying power and enjoy rates as low as 2.9%.
Build your wealth, your way with Nexo.
Learn more
FreshBooks
FreshBooks makes billing and invoicing for small businesses easy. FreshBooks is a top-rated accounting and invoice software for self-employed professionals as well as small businesses. It makes it easy to invoicing and billing so that companies can concentrate on the work they love. It has a wide range of powerful features, including expense tracking, time tracking and payment processing. The Freshworks mobile app allows users to work from anywhere using FreshBooks.
Learn more
NPO AUTHORITY
NPOAuthority’s software offers a groundbreaking solution for nonprofits aiming to refine their fundraising tactics through specialized prospect research. By incorporating leading-edge features from top industry providers like DonorSearch, NPOAuthority delivers an extensive array of tools for wealth screening and prospect analysis. This innovative software provides comprehensive insights into donor wealth, giving trends, and philanthropic preferences, allowing access to detailed profiles that encompass net worth, real estate assets, charitable donations, and business connections. These insights empower organizations to devise highly tailored, data-informed approaches for effectively engaging potential supporters. In addition to facilitating data collection, NPOAuthority stands out in wealth screening and evaluation, utilizing predictive modeling techniques to pinpoint the most promising prospects. Its sophisticated analytics work in harmony with your current donor database, significantly improving your capability to run focused fundraising campaigns. Furthermore, the intuitive interface ensures that teams of all experience levels can harness the software's full potential for maximum impact.
Learn more
Wealth-X Professional
Wealth-X Professional offers an extensive and meticulously curated database of research and insights focused on high net worth (HNW) and ultra-high net worth (UHNW) individuals. This platform features a vast array of records, making it an invaluable tool for financial institutions, nonprofit organizations, educational entities, and luxury brands aiming to connect with the ultra-affluent demographic. Establishing relationships with the extremely wealthy hinges on the ability to build trust, which requires a deep understanding of their unique needs, desires, and aspirations. Engaging with this elite group necessitates access to detailed research and carefully selected intelligence. By leveraging Wealth-X Professional, users can identify potential clients and donors tailored to their organization's specific requirements, as well as uncover connections within their existing networks. Additionally, Wealth-X Screening empowers organizations to effectively harness the potential of their customer and prospect information, enhancing their outreach capabilities. Ultimately, this comprehensive resource equips users with the necessary tools to navigate the complexities of the ultra-wealthy market.
Learn more
Integrations
No Integrations at this time
Company Details
Company:
Wealth-X
Headquarters:
United States
Website:
wealthx.com/products/screening
Media
Recommended Products
Build AI Apps with Gemini 3 on Vertex AI
Vertex AI gives developers access to Gemini 3—Google’s most advanced reasoning and coding model—plus 200+ foundation models including Claude, Llama, and Gemma. Build generative AI apps with Vertex AI Studio, customize with fine-tuning, and deploy to production with enterprise-grade MLOps. New customers get $300 in free credits.
Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Wealth-X Screening Features and Options
Wealth-X Screening User Reviews
Write a Review- Previous
- Next
