Best Sales Intelligence Software of 2024

Wealth-X Professional gives you access to the most comprehensive collection of curated research on high-net-worth (HNW), and ultra-high-net-worth (UHNW), individuals. Wealth-X Professional, with its hundreds of thousands records, is the ultimate resource to help financial institutions, non-profit organizations and educational institutions engage the ultra-affluent. Understanding the needs, wants and desires of ultra-wealthy clients and cultivating them is key to building trust and attracting new clients. In order to gain insight from this group, you need to conduct in-depth research as well as hand-curated intelligence. Use Wealth-X Professional for searching for new potential clients and donors based upon criteria that are most relevant to the needs of your organization, or to identify connections between your existing relationships. Wealth-X Screening unlocks potential in your prospect or customer data.