Wealth-X Screening Wealth-X Screening unlocks the potential in your customer or prospect data using state of the art wealth screening software and services that leverage our unparalleled intelligence on the world’s wealthiest individuals. Our proven expertise in wealth valuation, as well as matching and identity resolution, enables our team of experts to screen your data more accurately and with greater results across the globe. Typical wealth screening approaches do not unearth private wealth, focusing instead on physical assets, and therefore missing a majority of the world’s wealthiest individuals. Wealth-X Screening services and software match the records in your database against the verified individuals in the global Wealth-X database to ensure a significantly higher accuracy rate. The data processing involved in Wealth-X Screening conforms with the latest data protection regulations. UNLOCK THE POTENTIAL IN YOUR DATABASE Watch this video to learn more about how Wealth-X Screening leverages unparalleled intelligence on the world’s wealthiest individuals DISCOVER UNTAPPED POTENTIAL Wealth-X Screening analyzes your existing database to unearth previously unknown high and ultra high net worth individuals, revealing their wealth profile, and identifying their personal network. Each year we help our clients discover trillions in untapped potential among their existing relationships. ANALYZE YOUR POOL OF PROSPECTS Wealth-X Screening also grades these individuals by wealth tier and match quality allowing you to easily categorize and prioritize potential targets. Expand your pool of qualified prospects and drive forward new development initiatives by identifying the relationship networks of these matches. AMPLIFY YOUR RESULTS Wealth-X’s enhanced wealth screening capabilities provide our clients with the insight to generate powerful analytics that offer in-depth insights into their wealthy customers and prospects. Comprehensive analytics reveal key characteristics such as the geographic breakdown, affiliations, hobbies, and interests that enable our clients to formulate effective business development and marketing strategies. THE WEALTH SCREENING PROCESS CONSISTS OF THREE STEPS: 1 Clean and structure client database 2 Run database through Wealth-X matching algorithm 3 Manually investigate matches to confirm matches between client’s database and Wealth-X database SCREENING SERVICE Pricing based on quantity of records provided Available either in-house or onsite Cleaning and structuring of records Manual validation of matches Delivery of results, including key findings SCREENING SOFTWARE Accessed via Wealth-X Professional or Standalone Software Standalone Software: Pricing based on frequency and quantity of records provided Available within the security of your environment Cleaning and structuring of records available on-demand Data remains on your server and is never shared with a third-party provider Self-Service on your schedule Wealth-X Professional Screening Tool: Screenings are purchased via credits Easily accessed via Wealth-X Professional Self-service on your schedule Screen up to 1M records at once “ The wealth screen and subsequent insights provided by Wealth-X and its data platform has enabled us to develop our first major donor engagement strategy. This was a crucial step in the DEC becoming a donor centric organisation. Philanthropy & Partnerships Manager Disasters Emergency Committee RECEIVE A SCREENING PROOF OF CONCEPT > HIGHER EDUCATION CASE STUDY WEALTH-X SCREENING IDENTIFIES UHNW ALUMNI MOST LIKELY TO DONATE AMONG GLOBAL ALUMNI DATABASE LUXURY AVIATION CASE STUDY GLOBAL JET COMPANY LEVERAGES WEALTH-X SCREENING TO UNCOVER UHNWIS AMONG CONFERENCE ATTENDEES AND CRAFT BESPOKE MARKETING STRATEGY OUR CLIENTS We work with industry leaders in the following sectors: FINANCIAL SERVICES LUXURY EDUCATION NOT-FOR-PROFITS UNDERSTAND THE TRUE POTENTIAL IN YOUR ORGANIZATION’S EXISTING DATA WITH A FREE PROOF OF CONCEPT AND KEY INSIGHTS FROM WEALTH-X Fill out the form below to get started: * The Screening Trial Offer is limited to individuals and companies who are currently not clients of Wealth-X Standard or Enhanced Wealth Screening Services. The offer is subject to your agreement to the screening trial services terms and pre-qualification by a Wealth-X screening team member. This offer will be subject to your employer’s policies. This offer will be valid for a period of 30 days after your completion of the form and may be terminated by Wealth-X at any time at its discretion. Any unused portions of this offer may not be credited or extended for use at a future point in time. This offer may not be bundled with any other offers. Other restrictions may apply. © 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