Wealth-X

The ultra high net worth population, representing 1.1% of high net worth individuals, holds 32% of the total wealth. This highlights the significant concentration of wealth within this exclusive group. Learn more about wealth distribution in Altrata's World Ultra Wealth Report 2024 - http://spr.ly/6045qIFpL #UltraWealthy #UHNW

At #Dreamforce 2024, Bombardier showcased how integrating Salesforce's Data Cloud with Altrata's wealth intelligence revolutionized their sales strategy, enabling teams to conquer an immense number of leads and elevate customer service to new heights. By harnessing the power of Altrata's wealth intelligence alongside Salesforce's robust customer data, Bombardier's sales teams streamlined their process, focusing on high-potential leads at the right moments. This seamless integration equipped sales directors with a comprehensive customer view, driving faster, data-driven decisions. Want to see how they did it? Watch the full video in our latest article to learn more - https://bit.ly/47HRJrO

Altrata’s WealthEngine was recently recognized as a top innovator in the Retiretech industry by Nassau Financial Group, showcasing its cutting-edge solutions in customer creation strategies for advisors. By leveraging precise wealth intelligence, WealthEngine empowers advisors to identify and engage high-potential clients, fostering deeper relationships and more effective outreach. For advisors eager to expand their client network with well-matched prospects, now is the time to explore how Altrata’s WealthEngine can transform your growth efforts.

At #DreamForce 2024, Bombardier shared how integrating Salesforce's Data Cloud and Altrata's wealth intelligence empowered their sales teams to tackle mountains of leads and deliver better customer service. By utilizing Altrata's wealth intelligence, along with their customer data in Salesforce, Bombardier streamlined their sales process, allowing teams to focus on the right leads at the right time. This integration provided their sales directors with a complete customer view, making data-driven decisions faster and more effectively. Altrata’s CEO, Brian Alster, emphasized: "Finding the right clients at the right time is critical for any strong sales organization, and we’re proud to support Bombardier’s growth with our insights." Read all about it here - https://bit.ly/3B8xjwh

Over the past year, Altrata has updated 190,603 UHNW profiles, including 1,813 billionaires, adding $12.6 trillion in assets to their records. This level of insight into the world’s wealthiest individuals empowers your organization to enhance client acquisition strategies, boost fundraising initiatives, and make more informed decisions. Gain access to the most up-to-date and comprehensive wealth data with Altrata and unlock new opportunities for success - https://bit.ly/3TwIIwd

Altrata is the definitive leader in global wealth intelligence, professional relationship mapping, and affluent market dynamics. We focus on engaging exceptional people. The leading commercial, philanthropic, and educational institutions depend on our solutions to deliver organizational growth. Our clients leverage our relationship insights to accelerate engagement, build credibility and sustain affinity— making Altrata a trusted and valued partner companies who rely on the wealthy and well-connected to fuel their growth. Learn more today - http://spr.ly/6047m7T6U

Altrata is the definitive leader in global wealth intelligence, professional relationship mapping, and affluent market dynamics. We focus on engaging exceptional people. The leading commercial, philanthropic, and educational institutions depend on our solutions to deliver organizational growth. Our clients leverage our relationship insights to accelerate engagement, build credibility and sustain affinity— making Altrata a trusted and valued partner companies who rely on the wealthy and well-connected to fuel their growth. Learn more today - http://spr.ly/6044mklb0

The ultra high net worth population, representing 1.1% of high net worth individuals, holds 32% of the total wealth. This highlights the significant concentration of wealth within this exclusive group. Learn more about wealth distribution in Altrata's World Ultra Wealth Report 2024 - http://spr.ly/6044mRXty #UltraWealthy #UHNW

Altrata CIO Keya Hammond joined other industry leaders and shared insights at Apra Prospect Development 2024 last week. They discussed the latest breakthroughs in fundraising technology and how these innovations are transforming the way we connect people with causes. If you missed the session, stay tuned for more updates on the exciting developments in this space by following Altrata.

Altrata is here at Apra’s Prospect Development 2024 #PD2024, August 20-23 at the Seattle Convention Center. Visit us at booth #409 to access exclusive WealthEngine data, try your luck with Plinko, and you could win AirPods Max or a Yeti cooler. Find out how Altrata can revolutionize your fundraising efforts with powerful data and insights. Elevate your prospect development today.