The Wealth-X Dossier At the core of each of our products and services is The Wealth-X Dossier. Our global team of research analysts regularly produce and update these detailed profiles on high net worth (HNW) and ultra high net worth (UHNW) individuals. They are designed to give you a holistic, in-depth picture of wealthy prospective clients and donors, taking hours of research off your plate and giving you the introductions you need to successfully make and maximize connections. Understanding a prospect’s background, wealth, interests, and connections is key to creating and maximizing a successful, profitable relationship. Learn who, where, when, and how to approach prospects and clients to optimize your sales cycle. SKIP THE INTRO Get your prospect’s basic information in the dossier – allowing you to focus your time on meaningful conversation and relationship building – not chit chat. Learn about your prospect’s background, career, family, and recent news. Prioritize outreach to the prospects most interested in topics relating to your organization, or donation history matching your organization. QUALIFY PROSPECTS AND SCALE RELATIONSHIPS Our proprietary Wealth Analysis breaks down an individual’s net worth, providing you with an accurate picture of their capacity to spend or donate. Leverage this analysis to prioritize which prospects to speak with and which clients to upsell. Large assets, both financial and physical, are easily searchable to identify which prospects to target with your solutions. BUILD A DEEPER RELATIONSHIP, FASTER Learn how to approach your prospects and clients by reviewing their hobbies and passions in the Interests section. See who they know, and any mutual connections you have, to build a relationship through trusted referrals. Club and Board participation allow you to access another approach should you need it. Explore dossiers from the most robust collection of research on the wealthy In-depth insights into an individual’s net worth, biographical details, education, philanthropic endeavors, passions, hobbies, interests, and much more Discover, Research, and Engage Ultra High Net Worth Individuals As the leader in UHNW prospecting, Wealth-X has developed a number of golden rules and key strategies for prospect engagement that have opened doors for hundreds of our clients. Download the Pillars of Effective UHNW Prospecting guide today. Download Full Guide Now SCHEDULE YOUR FREE PERSONALIZED DEMO > OUR CLIENTS We work with industry leaders in the following sectors: FINANCIAL SERVICES LUXURY EDUCATION NOT-FOR-PROFITS GET A FREE PERSONALIZED DEMO Fill out the form below to start: © 2021 Wealth-X, a part of the Euromoney Institutional Investor PLC Group. All rights reserved. | Privacy Policy • Terms of Use • Do Not Sell • Modern Slavery Act x This Website Uses Cookies We use necessary cookies that enable this website to function properly. We also utilize cookies to help analyze our traffic and better understand the content preferences of our users. In addition, we share information with our social media, advertising and analytics partners who may combine it with other information you have provided them or that they have collected from your use of their services. You consent to our cookies if you continue to use this website. Necessary Preference Statistic Targeting You can change your cookie settings for this website at any time here. For more information, please review our privacy policy and terms of service