Wealth-X Alternative for Billionaire Prospecting Data
/7 min read
The right Wealth-X alternative depends on how far down the wealth curve you prospect. Wealth-X sells quote-based annual access to dossiers on ultra high net worth individuals. If your targets are billionaires, BillionaireList covers every ranked billionaire with a dated, sourced net worth, CSV and Excel exports and alerts from $49 a month. If you screen donor files or need millionaires and contact data, look at iWave, DonorSearch or Windfall instead.
Build a sourced billionaire list
That short answer hides a detail many buyers miss. Wealth-X, WealthEngine, RelSci and BoardEx all belong to the same company, Altrata, which brought them together between 2021 and 2022. Moving from one of them to another can mean a new product but the same vendor, the same sales process and a similar contract. Below we compare the realistic options for a US wealth manager, private bank, luxury sales team or fundraising office, and say plainly where each one wins, including where we do not.
Why buyers look for a Wealth-X alternative
Wealth-X has a strong reputation. Its profiles are researched by analysts and it covers people well below the billionaire line. The reasons people shop around are usually practical rather than about data quality.
- Price and contract. Wealth-X does not publish prices. G2 lists the product without pricing, and the parent company quotes per customer. Fortune reported in 2014 that a year's subscription cost $18,000. That figure is old, but the model of annual, sales-led contracts has not changed, and it is a lot for a two-person advisory team.
- Coverage you will not use. If your book is built around founders and families worth $1B and more, paying for a database of hundreds of thousands of $30M profiles is paying for rows you never open.
- Exports and integration. Teams want the list in their CRM, in a spreadsheet for a territory plan, or in their own product through an API, without a services project.
- Freshness you can prove. Compliance and editors increasingly ask where a number came from and when. A net worth figure without a date and a source is hard to defend in a client file.
Combined ranked wealth by industry
- Technology $5.51T
- Finance and investments $2.97T
- Diversified $2.79T
- Manufacturing and industry $2.14T
- Retail $1.81T
Wealth-X alternatives compared
The table sums up the main options US buyers consider. Pricing is what each vendor or a major review site shows publicly at the time of writing. Where there is no public price we say so rather than guess.
| Tool | Built for | Coverage | Public pricing | Where it wins |
|---|---|---|---|---|
| Wealth-X (Altrata) | Private banks, luxury brands, large nonprofits | Ultra high net worth individuals, analyst-written dossiers | Quote only, annual contract | Depth on people far below $1B, relationship and family detail |
| WealthEngine (Altrata) | Nonprofits, wealth management, real estate | US consumers and donors, wealth screening of your own file | Quote only | Screening a large donor or client list in bulk |
| RelSci and BoardEx (Altrata) | Business development, executive search | Executives, board members and their networks | Quote only | Mapping who knows whom before an introduction |
| iWave | Fundraising and advancement teams | Donor wealth and philanthropy screening | From $4,150 per user per year, as listed on G2 | Prospect research inside a nonprofit workflow |
| DonorSearch | Nonprofits | Philanthropic giving history and screening | Quote only | Predicting giving, not just wealth |
| Windfall | Nonprofits and wealth firms with large files | Household-level net worth modeling across the US | Quote only | Finding affluent households hidden in a big CRM |
| BillionaireList | Wealth managers, luxury and aviation sales, analysts, newsrooms | Every ranked billionaire, with dated and sourced estimates and full history | $49 a month, $199 a month for Data with the API, $24 a month billed yearly for Pro | Billionaire-tier prospecting, alerts on fortune moves, clean exports |
If you need contact details, people worth $10M to $100M or bulk screening of an existing donor file, one of the first six is the right tool, and you should ask each for a demo on your own data. If your targets sit at $1B and above, the rest of this article is for you.
What is the best alternative to Wealth-X for billionaire prospecting?
For billionaire prospecting, the best alternative is a tool that covers that tier completely and keeps every figure dated and sourced. BillionaireList ranks every living person whose latest public estimate is above $1B, shows the publisher and date of each estimate, exports filtered lists to CSV or Excel and sends an alert when a new estimate moves a fortune past your threshold.
In practice that means a private banker in Miami can filter to United States, Real Estate, $5B and above, export the list with sources for the compliance file, and set alerts on the 25 names that matter most. A billionaires list download in Excel or CSV has 14 columns, including the estimate date, the previous estimate date and the change between them, which is the signal teams use to spot a stake sale or a listing before the next meeting.
How much does Wealth-X cost?
Wealth-X does not publish a price. Access is sold by its parent company Altrata on custom, usually annual contracts after a demo, and the cost depends on seats, modules and coverage. The only widely cited public figure is from Fortune in 2014, which put a year's subscription at $18,000, so budget for a five-figure annual commitment and ask for a current quote.
By comparison, the BillionaireList Pro plan is $49 a month, or $288 a year billed yearly, for one person with alerts on 25 billionaires and 2,000 export rows a month. Data is $199 a month for three seats, 25,000 export rows, the full estimate history and a REST API with 50,000 requests a month. Enterprise is $499 a month for 15 seats with SAML sign-in, an audit log and invoice billing. All prices are on the pricing page, and you can cancel any time.
Is Wealth-X data accurate?
Wealth-X builds its profiles with a research team, and for well-known people its figures generally sit close to those from Forbes, Bloomberg and Hurun. Any private fortune is an estimate, though, and estimates from different publishers can differ by billions on the same day. The real test is whether a vendor tells you which estimate, from whom, and dated when.
That is the rule BillionaireList is built on. Every figure on a profile, in the ranking and in every export carries its date and a link to its source, and the full history of estimates stays on record. You can read how this works on our methodology page. When two publishers disagree, you see both rather than an unexplained blend.
Who should stay with Wealth-X
Honesty saves everyone a wasted trial. Stay with Wealth-X or another Altrata product if most of your prospects are worth between $30M and $1B, if you depend on analyst-written relationship and family detail for people who never appear in public rankings, or if your firm needs contact data inside the platform. Those are real strengths and we do not offer them.
Many firms end up using both kinds of tool. The enterprise platform covers the broad UHNW market for the central research team, while advisors and sales reps use a lighter, cheaper tool for the billionaire accounts they own. If your luxury team already keeps client notes in clienteling software for luxury retail, an exported billionaire list with sources slots straight into that workflow as the prospect side of the book.
How to switch without losing your pipeline
- Export what you rely on. Before the renewal date, export your saved Wealth-X lists and notes so the history of each relationship stays in your CRM, not in the vendor's platform.
- Split the list by tier. Separate the billionaires from everyone else. For many advisory teams the billionaire slice is small but holds most of the revenue potential.
- Rebuild the billionaire slice. Use the list builder to recreate it by country, industry and net worth, then export it with dates and sources and match it to your CRM records.
- Set alerts. Add the names you actively cover to a watchlist so a new estimate past your threshold lands in your inbox with both dates and the source.
- Decide on the rest. For the sub-billion part of the book, compare quotes from the screening tools above, or keep a smaller Wealth-X seat count for the central research team.
Frequently asked questions
Is Wealth-X the same company as WealthEngine?
They are separate products under one owner. Altrata, the people intelligence business that grew out of Euromoney, brought Wealth-X, WealthEngine, RelSci, BoardEx and Boardroom Insiders together and announced the combined brand in 2022. Changing between those products usually means dealing with the same vendor.
Is there a cheaper alternative to Wealth-X?
Yes, if you only need the top of the wealth range. BillionaireList starts at $49 a month, or $24 a month billed yearly, with alerts, exports and dated sources for every ranked billionaire. For broad UHNW and donor screening, iWave publishes a starting price of $4,150 per user per year on G2, while most others quote individually.
Does BillionaireList include contact information?
No. We publish facts that are already public about public figures, such as net worth estimates, sources of wealth, companies, country and philanthropy, each with its source. We do not sell personal phone numbers, emails or home addresses, so outreach goes through your own network, the family office or the company.
Can I try it before paying?
Yes. The ranking, profiles and the list builder are open to read without an account, and a confirmed account gets one 25-row sample export and one 7-day alert to check the format. Paid plans unlock full exports, more alerts, history and the billionaire data API.