Wealth-X

The Wealth-X Salesforce Application is Lightning Ready!

The vast amount of fragmented information on the ultra wealthy available today makes it difficult to stay informed on the most relevant and actionable prospect intelligence.

Wealth-X provides unique intelligence to enhance the prospecting and client engagement process. We have build the world’s largest database of wealthy individuals to help our clients strengthen existing relationships, efficiently qualify leads, and identify new warm prospects.

Wealth-X data enhances your Salesforce experience:

• Match current contacts and leads with your existing database
• Search for new qualified leads and run custom reports
• Request new information to assist with prospecting needs

The Wealth-X Salesforce Integration offering also includes an initial screening of your database against our data to immediately identify previously unknown wealthy individuals with whom you may already have a relationship.

Founded in 2010, with offices across North America, Europe and Asia, Wealth-X provides unique data, analysis, and insight to a growing roster of over 500 clients.