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Wealth-X Professional
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Wealth-X Professional
By Wealth-X
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3.9 out of 5 stars
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Wealth-X Professional Reviews & Product Details

Editadmin
Verified User in Fund-Raising
UF
Enterprise(> 1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Wealth-X Professional?

Wealth-X is especially useful for prospects in foreign countries. The complete dossiers have a lot of good information collected, saving time for users. Review collected by and hosted on G2.com.

What do you dislike about Wealth-X Professional?

Wealth estimates are frequently lacking substance, and/or suspiciously similar to Forbes. We consider these only a broad indicators. Many, many dossiers have little to no information other than "likely UHNW," which is frustrating. Review collected by and hosted on G2.com.

Recommendations to others considering Wealth-X Professional:

Ask for a live demo, and search for names not in the Forbes 400 to see the reality of who's there and how much information is available without using dossier credits. Bill Gates will have a stellar record, your prospects may not. Also consider the additional services such as relationship mapping, screening, or prospect lists that Wealth-X can provide you. Review collected by and hosted on G2.com.

What problems is Wealth-X Professional solving and how is that benefiting you?

Wealth-X helps us respond quickly to c-suite research requests and is a great help for international prospects where we are less comfortable with the language and information sources Review collected by and hosted on G2.com.

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Wealth-X Professional Overview

Editedit
What is Wealth-X Professional?

Wealth-X Professional provides access to the world’s most robust collection of curated research and intelligence on very high net worth (VHNW) and ultra high net worth (UHNW) individuals. With hundreds of thousands of records, Wealth-X Professional is the ultimate resource for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the wealthy. Wealth-X is an Altrata company, a part of Euromoney PLC. Altrata is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X. Together, we provide data and intelligence on the most impactful people to our clients' success.

Wealth-X Professional Details
Discussions
Wealth-X Professional Community
Languages Supported
English
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Product Description

The Wealth-X Professional membership provides you with access to curated research and intelligence on high net worth (HNW) and ultra high net worth (UHNW) individuals.

Seller Details
Seller
Wealth-X
HQ Location
New York
Twitter
@WealthX
8,101 Twitter followers
LinkedIn® Page
www.linkedin.com
79 employees on LinkedIn®
AG
Overview Provided by:
Ariel Gaworecki
Director, Product Marketing

Recent Wealth-X Professional Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Wealth X is a gold standard for researchers"
I like that it has such a large database of dossiers.
Read more
MK
Madhavi K.Enterprise (> 1000 emp.)
3.5 out of 5
"Good tool for UHNI research"
Wealth X provides good nuggets of information about UHNIs all over the world. It's a great tool when you're looking for country wise trends, and in...
Read more
SARID R.
SR
SARID R.Small-Business (50 or fewer emp.)
5.0 out of 5
"The principle of honesty in free trade based on fundamental humanitarian principles."
Create a society, increase work efficiency, correct sharing, trust, flexibility using good trade principles, create new things for the community, s...
Read more
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Wealth-X Professional Media

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4 out of 5 Total Reviews for Wealth-X Professional

3.9 out of 5
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4 out of 5 Total Reviews for Wealth-X Professional
3.9 out of 5
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4 out of 5 Total Reviews for Wealth-X Professional
3.9 out of 5
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Wealth-X Professional Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
This product has not yet received any positive sentiments.
Cons
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Verified User in Non-Profit Organization Management
UN
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Wealth-X Professional?

I like that it has such a large database of dossiers. Review collected by and hosted on G2.com.

What do you dislike about Wealth-X Professional?

I do not like that when you use Advanced Search to search terms (and this search yields a wonderful list of names) you are not able to download the list into excel. Review collected by and hosted on G2.com.

What problems is Wealth-X Professional solving and how is that benefiting you?

It's almost like having a full time researcher helping out you and your team. Review collected by and hosted on G2.com.

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MK
Marketing Manager
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Wealth-X Professional?

Wealth X provides good nuggets of information about UHNIs all over the world. It's a great tool when you're looking for country wise trends, and insights into the lives of an ultra rick target audience Review collected by and hosted on G2.com.

What do you dislike about Wealth-X Professional?

Need more data cuts and contact details for specific countries. I used it for India and UK and the information available was on a broad level. Review collected by and hosted on G2.com.

What problems is Wealth-X Professional solving and how is that benefiting you?

Helped to research UHNI profiles before sales pitch. Also helped in understanding the networth, hobbies and family trees of these individuals for better targetting both online and to family wealth offices. Review collected by and hosted on G2.com.

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SARID R.
SR
Commission Sales Associate
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
Translated Using AI
(Original )Information
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Wealth-X Professional?

Create a society, increase work efficiency, correct sharing, trust, flexibility using good trade principles, create new things for the community, society with a good quality of life, safety. Review collected by and hosted on G2.com.

What do you dislike about Wealth-X Professional?

Dislike lying and deception, taking advantage of colleagues, lack of kindness, discrimination or disrespect for dignity, betrayal, impolite speech, bullying others without considering the consequences, fraud, and corruption. Review collected by and hosted on G2.com.

What problems is Wealth-X Professional solving and how is that benefiting you?

Focus on identifying business opportunities, numerous tools for impressive service, access to opportunities through all financial channels, experienced care, third-party guarantee, happy to provide additional techniques to learn new experiences. Review collected by and hosted on G2.com.

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Lisa R.
LR
Growth Strategy Consultant
Staffing and Recruiting
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Wealth-X Professional?

It's intuitive to use and has a powerful search tool which makes it possible to find nuggets of interest buried in the dossiers. Review collected by and hosted on G2.com.

What do you dislike about Wealth-X Professional?

While it's possible to find nuggets of interest buried in the data, its not EASY. You still have to click into every dossier and search on the key work that yielded the result. Not ideal - there's room for improvement on this. Review collected by and hosted on G2.com.

Recommendations to others considering Wealth-X Professional:

This is a great product but it's pricey. I use it everyday and it's worth it for me, but, if it's a once and a while need, I don't imagine you'd see the ROI. Review collected by and hosted on G2.com.

What problems is Wealth-X Professional solving and how is that benefiting you?

We use WealthX as a gut-check on our own assessment of net-worth, as well as for already-aggregated research on well known high-net-worth-individuals. We also depend on the data for information on foreign wealthy individuals. It works well for all these purposes. Review collected by and hosted on G2.com.

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