The world’s wealthiest people collectively hold a $63.5 trillion fortune, and are on track to exceed $100 trillion by 2025
Capgemini Report, 2018
ABOUT
We are a specialist consultancy focused on attracting, engaging, and converting High Net Worth & Ultra High Net Worth individuals online
Uncover existing wealthy relationships in your database
Establish a pipeline of new, warm prospects
Fortify existing relationships with wealthy clients and donors
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UNDERSTAND
GLOBAL WEALTH
Provide your organization with the insight to tailor an effective strategy
Gain intelligence into the status of the world’s wealthiest individuals and the global trends that impact them
Partner with Wealth-X to develop a best-in-class thought leadership report in your sector
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IDENTIFY
YOUR IDEAL AUDIENCE
Learn how your organization fits into the global wealth landscape
Size, profile, and forecast your target market and key segments
Analyze and identify gaps in existing strategy, market-share, and wallet-share
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UNCOVER
QUALIFIED LEADS
Screen your data to uncover existing wealthy relationships
Access detailed information on net worth, source of wealth, and other factors that help identify relevant prospects
Reveal wealthy individuals connected to your existing customers and ambassadors, or who match your target segments
Identify patterns among the existing relationships in your database
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INFORM
YOUR ENGAGEMENT STRATEGY
Create a roadmap to reach and convert qualified prospects leveraging dossier information
Save time and resources by identifying interests and patterns that drive the most effective returns
Identify UHNWIs to attend an event curated to match their interests
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MAXIMIZE
EXISTING RELATIONSHIPS
Stay informed on your client or donor’s latest news and changes
Personalize your interactions utilizing Wealth-X’s continuously updated database
Enrich your existing relationships to maximize client or donor retention
WHO WE WORK WITH
Luxury
Financial & Legal
Hospitality & Leisure
Real Estate
Education
Charities
Health & Wellness
Sports & Recreation
Individuals
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OUR SERVICES
ABOUT
Branding
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Storytelling
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DESIGN
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Storytelling
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DESIGN
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Consulting
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CONTACT US
To develop a bespoke strategy for your organization
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