Altrata B2B Case Studies & Customer Successes

Altrata is a global leader in people intelligence. With more than 100 million profiles on wealthy individuals, senior decision makers, board members and c-suite leaders, Altrata provides intelligence on the people who are most impactful to their clients’ success. Advanced integration solutions allow deeper insights and access with more than 9 trillion connections helping clients close more deals, manage risk and identify up and coming talent quickly. They help teams to engage the exceptional. Their diverse global team spans 7 countries and enjoys flexible working options, longer weekends, competitive compensation and benefits, and exciting career opportunities.

Case Studies

Showing 23 Altrata Customer Success Stories

Why a former Big Four partner relied on BoardEx after retirement

Big Four Accounting Firm

University successfully leverages Altrata to engage new donors, reaching seven-figure gift

Case Western Reserve University

Dorothy Oluonye

Case Western Reserve University

How Albero della Vita unlocks donor potential with Altrata’s wealth insights

Fondazione L’Albero della Vita

Alberto Abbà

Major Donor and Legacy Officer

German Charity focused on eliminating hunger using Altrata’s donor data

German Charity Organization

Global Accountancy Firm - Customer Case Study

Global Accountancy Firm

How Altrata’s BoardEx helped one global management consultant firm find the fastest path to new clients

Global Management Consulting Firm

How screening can level up event attendance

Global Sports Nonprofit Company

M&T Bank leverages Altrata data to successfully prequalify new leads and map warm introductions

M&T Bank

Mercy Ships UK - Customer Case Study

Mercy Ships UK

Tanya Stephen

Philanthropy and Finance Administrator

How Mercy Ships UK rebuilt its fundraising pipeline and discovered major donor potential hidden behind small recurring donations

Mercy Ships UK

Global insurance company leverages Wealth-X data to successfully uncover new leads

National Financial Partners

Cindy Davis

National Financial Partners

Oxford Philharmonic Orchestra - Customer Case Study

Oxford Philharmonic Orchestra

Jemma Crossley

Development Officer

Private Casino focused on in-depth insights and efficient decision making

Private Casino

Save the Children International - Customer Case Study

Save the Children International

Oliver Gell

Head of Global Philanthropy Development

Altrata Empowered SOS Children’s Villages to Identify and Engage its High-Value Donors

SOS Children's Villages

Leveraging Altrata, Spirit of America had its best fundraising year to date

Spirit of America

Switzerland for UNHCR Streamlined its Donor Prospecting Leveraging Altrata

Switzerland for UNHCR

Bertrand Michels

PPH Operations Manager

Using Altrata, Texas A&M Connected with High-Capacity Donors by Leveraging their Passions, Interests, and Hobbies

Texas A&M Foundation

The American Committee for the Weizmann Institute of Science (ACWIS) expanded its global prospecting capabilities with Altrata

The American Committee for the Weizmann Institute of Science

Linlin Chen Reid

Director of Prospect Management and Research

The End Fund leverages Altrata for due diligence and finding new prospects

The END Fund

Stephanie Huggins

Senior Associate Director

The ESCP Foundation leverages Altrata for screening their alumni database and identifying major donors globally

The ESCP Foundation

UK Fine Jewelry company leverages Wealth-X data to successfully uncover new leads and inform impactful event strategy

UK Based Fine Jewelry Company

Case Studies University of Portsmouth leverages Altrata to identify new potential donors and optimize its resources

University of Portsmouth

Kelly Jack

Major Gifts Officer

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