Altrata

Gain insights into executives to enhance relationships and drive business growth.

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Accelerate your enterprise sales with intelligence on key executives and insights into their priorities.

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Uncover and engage the world's wealthiest individuals with robust data and insights.

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Engage key stakeholders with targeted insights and relationship mapping through RelSci.

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Identify and engage high-potential prospects effectively with advanced wealth insights.

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Unlock access to vital insights on executives and companies for enhanced decision-making.

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Enhance Your Salesforce With Comprehensive Data Insights For Informed Decisions.

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Verified leadership and board profiles with role history, committee and governance details, and analytics to support C‑suite engagement, board searches, and targeted outreach.

Products: BoardEx, Boardroom Insiders, Executive & Company Data

Mapping and insight capabilities that surface key contacts, measure relationship strength, and help prioritize outreach and account coverage.

Products: BoardEx, RelSci, Executive & Company Data

Individual and organizational prospect research, wealth and philanthropic screening, yield and inclination analysis, and prospect prioritization to inform solicitation strategy and gift modeling.

Products: Wealth-X, WealthEngine

Aggregate, clean, and enrich account and contact records from multiple sources with real-time updates and native CRM sync to maintain actionable customer data.

Products: Salesforce App, Executive & Company Data, BoardEx, RelSci, Boardroom Insiders, WealthEngine, Wealth-X

BoardEx

BoardEx enables you to map your relationship path to 1.8 million executives across 2.2 million organizations and derive insights with dynamic data analytics. It offers detailed leadership profiles, connection mapping for warm introductions, and seamless data integration with CRM platforms to support deal origination and relationship management.

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• Integrate Data Seamlessly
  Keep your contacts current by automating updates through popular CRM platforms, ensuring you never miss an important connection.
• Access Comprehensive Profiles
  Explore in-depth profiles of executives, including their background and roles, aiding in target identification for effective engagement.
• Identify Warm Introductions
  Use advanced algorithms to map out your connections and find the best pathways to influential contacts within your network.
• Analyze Leadership Trends
  Utilize analytics to understand executive priorities and make informed strategic decisions, enhancing your outreach efforts.
• Stay Current with Changes
  Receive timely information regarding executive movements, ensuring your outreach remains relevant and informed.

Boardroom Insiders

Boardroom Insiders gives you intelligence on executives who matter most, with a database of 30,000+ detailed executive profiles. It enables targeted prospecting, highlights personal interests and business priorities, and supports rapid deal pursuits with CRM-ready data.

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• Integrate Seamlessly into CRM
  Automatically update CRM systems with accurate data to maintain up-to-date contacts and insights for improved engagement.
• Access Detailed Profiles
  Gain insights into the professional backgrounds, achievements, and business priorities of key decision-makers.
• Identify Relevant Executives
  Utilize various filters to efficiently find executives based on numerous criteria, enhancing your outreach strategy.
• Enhance Deal Origination
  Utilize network insights to cultivate relationships and facilitate faster deal closures.
• Tailor Marketing Strategies
  Identify shared interests and priorities that enhance personalization in marketing outreach.

Wealth-X

Wealth-X is the global leader in wealth information and insight, covering more than 3.2 million individuals with assets totaling trillions. Dossiers developed by 400+ researchers provide in-depth wealth, liquidity, networks, and interests, with screenings to identify new prospects and support due diligence.

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• Access Comprehensive Wealth Data
  Utilize detailed insights on individuals' wealth, liquidity, and interests to enhance your target strategies.
• Identify New Opportunities
  Quickly evaluate potential clients or donors to maximize engagement chances through targeted outreach.
• Ensure Data Accuracy
  Leverage meticulously compiled profiles that provide credible insights essential for decision-making.
• Mitigate Risks Effectively
  Access comprehensive risk assessments to protect your brand and ensure compliance with regulatory standards.
• Gain Insights into Interests
  Understand the affinities and philanthropic interests of high-net-worth individuals to tailor your engagement strategies.
• Tailor Your Strategies
  Utilize in-depth analyses to effectively navigate and adapt to market changes.

RelSci

RelSci helps organizations reach the people who matter most with over 10 million individual profiles across 2 million organizations. It provides relationship mapping, daily updates, and Salesforce-ready data to accelerate outreach and engagement.

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• Find Targeted Prospects Quickly
  Utilize extensive filters to swiftly identify and create tailored lists of high-value prospects that match your specific criteria.
• Enhance Workflow Efficiency
  Integrate RelSci directly into your existing CRM systems for streamlined data management and relationship insights, ensuring smooth operations and improved productivity.
• Access Comprehensive Contact Data
  Leverage a vast database of individuals and organizations to enrich your outreach efforts and enhance relationship-building strategies.
• Receive Timely Updates
  Stay informed about critical changes and developments involving important individuals and organizations with real-time notifications.
• Discover Key Connections
  Utilize relationship mapping to visualize and understand how to connect with key stakeholders effectively, enhancing your engagement strategy.
• Identify Warm Introductions
  Reveal how individuals are linked within your existing network to facilitate easier connections with targeted prospects.

WealthEngine

WealthEngine is a leading wealth identification and prospect research platform with US-focused profiles. It enables identifying prospects, personalizing campaigns, and integrating donor data into CRM, supported by donor modeling and predictive scoring.

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• Optimize Outreach
  Use advanced algorithms to model potential donor engagement, improving outreach effectiveness.
• Enhanced Wealth Insights
  Access comprehensive data points to make informed decisions about targeting and engagement.
• Identify Prospects
  Utilize extensive profiles to discover and understand potential high-value connections.
• Streamline Data Management
  Integrate seamlessly with existing CRM systems to ensure real-time access to donor data.
• Prioritize Outreach
  Use wealth modeling to categorize and target prospects strategically for fundraising efforts.
• Improve Outreach Success
  Utilize the most accurate and up-to-date contact information to enhance engagement rates.
• Gain Real Estate Insights
  Leverage crucial real estate data to improve wealth scoring and prospect targeting.

Executive & Company Data

Altrata's Executive & Company Data provides a comprehensive suite of insights into business leaders, their companies, and robust networks. This integrated platform combines several datasets to facilitate executive placements, business development, and enhanced data integration across various applications. With high-quality profiles, organizations can efficiently connect with key decision-makers and optimize their outreach efforts.

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• Access Detailed Executive Profiles
  Gain insights into the career paths, current and past roles, education, and professional achievements of over millions of executives.
• Integrate Seamlessly With Existing Workflows
  Utilize customizable integration options like APIs, data feeds, and direct connections to ensure accurate and timely data within your systems.
• Source Top Executive Talent
  Identify and connect with potential executives for placements, leveraging accurate data to enhance recruiting efforts.
• Stay Updated with Daily Changes
  Receive timely notifications on executive changes, ensuring your teams have the most up-to-date information.
• Utilize Extensive People Data
  Tap into a vast resource of profiles, companies, and connections to enhance your outreach and relationship-building strategies.

Salesforce App

Altrata’s Salesforce App integrates comprehensive data insights directly within Salesforce. It provides accurate, relevant data, facilitating enhanced CRM functions for marketing, client acquisition, and strategic decision-making.

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• Integrate Altrata’s Datasets
  Access a standardized dataset within Salesforce that provides high-quality data relevant to business objectives, streamlining information flow and decision-making.
• Ensure Automatic Data Updates
  Periodic automated updates maintain data integrity within the platform, reducing errors and enhancing reliability for marketing and sales teams.
• Utilize Advanced Predictive Analytics
  Understand market movements and prepare strategic initiatives through in-depth data analysis, driving successful outcomes.
• Empower Teams With Insights
  Enrich contacts with detailed executive profiles, aiding in personalized interactions and enhancing engagement strategies.
• Customize Data Insights
  Adapt data views and tracking mechanisms to align with unique organizational goals for enhanced performance and outreach.