Wealth-X Professional | Workflos AppStore

Wealth-X Professional

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Wealth-X Professional is a SaaS product that offers access to a vast collection of curated research and intelligence on very high net worth and ultra high net worth individuals. It is designed for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the wealthy. Wealth-X is an Altrata company, which provides data and intelligence on the most impactful people to its clients' success.

Website

https://www.wealthx.com

Developer

Wealth-X

HQ Location

N/A

Number of Employees

193

Twitter

@WealthX

Strengths

Comprehensive database

Contains detailed information on high net worth individuals
Customizable reports

Allows users to create personalized reports based on specific criteria
Real-time updates

Provides up-to-date information on individuals and their wealth

Weaknesses

Expensive

May not be affordable for small businesses or individuals
Limited coverage

May not have information on individuals outside of certain regions or industries
Requires training

May take time for users to learn how to effectively use the platform

Opportunities

Increasing number of high net worth individuals worldwide
Opportunity to expand coverage to new regions or industries
Potential to form partnerships with other companies in the wealth management industry

Threats

Other companies offering similar services may take market share
Increased scrutiny on data privacy may impact the collection and use of personal information
Decrease in the number of high net worth individuals during economic downturns may impact revenue

Ask anything of Wealth-X Professional with Workflos AI Assistant

https://www.wealthx.com

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Review Distribution

👍

High - rated users

No information provided for high-rated segment.
🤔

Average - rated users

Customers like the insights provided by Wealth-X Professional, but wish there were more specific data cuts and contact details for certain countries.
👎

Low - rated users

Customers in this segment provided reviews in a language other than English, so no summary is available.