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

Global Luxury Firm - Customer Case Study

Global Luxury Firm struggled with a CRM of roughly 150,000 contacts—many from purchased lists—with no reliable way to qualify or prioritize leads by wealth or social connections. To solve this, the firm worked with Wealth-X, integrating Wealth‑X intelligence into their Salesforce CRM and using Wealth‑X dossiers to surface net worth and social-mapping data for their contacts.

Wealth-X matched the firm’s database and uncovered over 6,000 ultra-high-net-worth (UHNW) matches, then helped identify an additional list of more than 5,000 connected UHNW prospects via the Wealth‑X platform. As a result, every sales rep could immediately identify and target the highest-value clients with Wealth‑X dossiers, saving time and resources, improving lead quality, and materially fueling the firm’s UHNW business acquisition.