Wealth-X

Curated by Signal

Online platform for UHNIs dossiers

Overview

Wealth X provides prospects and intelligence on ultra high net worth individuals along with their privately held companies. It provides a platform with wealth intelligence, providing sales, marketing, strategy, and compliance solutions to clients in the financial services, luxury, not for profit, and education sectors. In Feb 2015, the company acquired London based Ledbury Research.

Key facts

Founded: 2010
Headquarters: New York City, United States
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Industry: Financial Technology
Sector: Wealth Technology

Business model

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6 products and services: Sign up to view

Contact

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Business overview1 funding round · 1 investor PeopleLeadership and key people Similar companies11 peers and competitors Deep AnalysisAI-generated strategic report

Competitors & similar companies

More Wealth Technology companies

PureFacts
Client communication solutions enhancing wealth managers' interactions with clients.
Wealth TechnologyToronto, Canada
BancList
Client communication solution enhancing interactions for wealth managers.
Wealth TechnologyBrentwood, United States
Living Wealth
Customer engagement solutions for financial advisors
Wealth TechnologyToronto, Canada

+ 8 more similar companies on Signal

About Wealth-X

What does Wealth-X do?

Wealth X provides prospects and intelligence on ultra high net worth individuals along with their privately held companies.

Where is Wealth-X headquartered?

Wealth-X is headquartered in New York City, United States.

When was Wealth-X founded?

Wealth-X was founded in 2010.

Which sector is Wealth-X in?

Wealth-X operates in Wealth Technology, part of Financial Technology.

Who are Wealth-X's competitors?

Companies similar to Wealth-X include PureFacts, BancList, and Living Wealth.