Wealth-X
9 Case Studies
A Wealth-X Case Study
Carbon War Room (CWR) is an international non‑profit founded by Richard Branson to accelerate business solutions that cut carbon emissions at gigaton scale. CWR’s challenge was identifying and reaching potential donors with the strongest affinity to its mission and the highest likelihood of becoming founder circle members, so it engaged Wealth‑X and its Wealth‑X Professional service to target high‑value prospects.
Wealth‑X implemented a two‑part strategy: using the “Known Associates” capability to analyze 10 key relationships and map warm connections (identifying 125 UHNW warm prospects with a combined estimated value of US$196 billion), then using Wealth‑X Professional dossiers to narrow and prioritize prospects by affinity. As a result, Wealth‑X enabled CWR to efficiently identify Ultra High Net Worth individuals aligned with catalytic philanthropy and climate business opportunities, improving prospect qualification and expanding its donor pipeline.