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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