Wealth-X B2B Case Studies & Customer Successes

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Wealth-X boasts the world’s most extensive collection of records on wealthy individuals and produces unparalleled data analysis to help organizations uncover, understand, and engage their target audience, as well as mitigate risk. The global leader in wealth information and insight, Wealth-X partners with leading prestige brands across the financial services, luxury, not-for-profit and higher-education industries to fuel strategic decision-making in sales, marketing and compliance.

Case Studies

Showing 9 Wealth-X Customer Success Stories

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Arton Capital achieves comprehensive client intelligence and regulatory compliance with Wealth‑X Diligence

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Carbon War Room achieves identification of 125 UHNW warm prospects (US$196B) and prioritizes mission‑aligned donors with Wealth‑X Professional

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Global Jet Company achieves eight aircraft sales by targeting UHNW prospects with Wealth-X

Global Luxury Firm achieves identification of 11,000+ UHNW prospects and streamlined lead prioritisation with Wealth-X

Luxury Automotive Company achieves 45% test-drive acceptance and 20% purchase conversion with Wealth-X

Luxury Jewelry Company achieves optimal European expansion and access to new luxury consumers with Wealth-X

M Financial Group achieves streamlined underwriting and doubles policy coverage to $200M with Wealth‑X Professional (Wealth‑X)

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Specialised Graduate Institution identifies 300 UHNW alumni and prioritises major-gift prospects with Wealth‑X Screening

UWC South East Asia (UWCSEA) identifies and prioritises UHNW alumni donors with Wealth‑X Screening

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