Maximize your relationships with the wealthy Intelligent solutions to help you uncover, understand, and engage with the world’s wealthiest individuals Schedule A Personalized Demo UNDERSTAND GLOBAL WEALTH Provide your organization with the insight to tailor an effective strategy Gain intelligence into the status of the world’s wealthiest individuals and the global trends that impact them Request unique data reports that are most relevant to your industry Wealth-X Reports help guide your business strategy > UNCOVER QUALIFIED LEADS Screen your data to uncover existing wealthy relationships Access detailed information on net worth, source of wealth, and other factors that help identify relevant prospects Reveal wealthy individuals connected to your existing customers and ambassadors, or who match your target segments Identify patterns among the existing relationships in your database Uncover your next prospect with Wealth-X Data> INFORM YOUR ENGAGEMENT STRATEGY Create a roadmap to reach and convert qualified prospects leveraging dossier information Save time and resources by identifying interests and patterns that drive the most effective returns Identify wealthy prospects to attend an event curated to match their interests Wealth intelligence to inform and streamline your engagement strategy > MAXIMIZE EXISTING RELATIONSHIPS Stay informed on your client or donor’s latest news and changes Personalize your interactions utilizing Wealth-X’s continuously updated database Enrich your existing relationships to maximize client or donor retention Leave a lasting impression: enhance your client interactions > MITIGATE CLIENT RISK Receive a comprehensive analysis of a client’s net worth and source of wealth Ensure prospects meet AML and KYC regulations Onboard clients confidently Know your client and mitigate risk with Wealth-X Diligence > Our Clients We work with industry leaders in the following sectors: FINANCIAL SERVICES LUXURY EDUCATION NOT-FOR-PROFITS Contact Us To develop a bespoke strategy for your organization Get Started © 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