Wealth-X API Wealth-X Application Program Interface (API) enables the Wealth-X Database to be integrated directly into your organization’s CRM, providing you with instantaneous intelligence on your most valuable relationships. By integrating Wealth-X data with your existing CRM system, you can immediately identify ultra high net worth (UHNW) and very high net worth (VHNW) individuals among your clients and prospects. In addition, Wealth-X API users will benefit from expedited prospect qualification through the information contained in each record in the Wealth-X Database. Connecting with the ultra wealthy and cultivating new clients is about building trust by understanding their needs, wants and desires. Engaging with this group means gaining insight through in-depth research and hand-curated intelligence. The integration of Wealth-X Data into your organization’s CRM will deliver all the benefits of Wealth-X intelligence into a single access point at your fingertips, streamlining your prospecting approach and accelerating your sales cycle. UNCOVER NEW LEADS Identify wealthy individuals in your existing prospect database and search for new prospective clients and donors based on the criteria most relevant to your organization’s specific needs. TARGET THE RIGHT PROSPECTS Wealth-X API helps you visualize and leverage the social network of your current clients to generate new warm prospects and create a roadmap to prospecting success. ENTERPRISE-WIDE SOLUTION Provide your entire sales team with a cohesive experience, unique to your organization’s development needs. TAILORED CONFIGURATION Wealth-X data delivered directly from our servers daily, through either cloud-based or locally installed screening software. Customer and prospect data never leaves your local environment and updated information on the world’s wealthiest individuals is available at your fingertips. Get To Know Wealth-X Data At the core of each of our products and services are detailed profiles on high net worth (HNW), very high net worth (VHNW) and ultra high net worth (UHNW) individuals. Explore Wealth-X Dossiers REQUEST 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