Altrata

Spend less time searching and more time connecting. Find exactly who you're looking for with Altrata's powerful intelligence solutions rich with insight on today's wealthy and influential - https://okt.to/ubas9t

Compliance begins with diligence you can trust. Mitigating risk and protecting company reputation is crucial, but it doesn’t have to be difficult. Ensure your risk approach is up to today's standards with Altrata's due diligence solution - https://okt.to/JnqfO2

In 2025 and beyond, quality data is your organization's competitive edge. But what is it that makes data "high quality"? Hosted by Altrata's Maxwell Pamphile — VP of Partnerships, this webinar features two long-time industry experts: Altrata's Connel Bell — Chief Operations Officer, and RelPro, Inc.'s Martin Wise — Founder and CEO, for a timely deep dive into the emerging trends in the data landscape and best practices to ensure your data is up to par. Register now - https://lnkd.in/ezZvW7Dz

Elevating your donor strategy to the next level starts here. Join Altrata's Valentina Guerrini – VP of Philanthropy, and Impact Partners GmbH's Goran Radin – Philanthropy and Banking Expert, as they provide actionable tips to identify high-potential donors from your existing database, how to build a personalized upgrade strategy, their best practices for donor calls, and much more. Claim your spot today - https://lnkd.in/eKQM_tFW

When teams have access to accurate and up to date data in a CRM, organizations see an average of 34% increase in sales productivity according to CRM.org. Altrata’s trusted Executive & Company data seamlessly integrates with Salesforce, the world’s #1 CRM platform. With this, customers can - Build trust and deepen relationships by knowing your prospects better than ever - Access frequent automated updates, keeping your Salesforce environment clean and reliable, eliminating inaccuracies and optimizing workflows for smarter decisions - Free up your teams from administrative tasks, help them prioritize the highest potential leads, contacts, and accounts with speed and efficiency Access more up to date and accurate executive data in your CRM to help you engage the exceptional and close bigger deals faster. Find out how – https://lnkd.in/ef9yp43A

Billionaires will pass on a total of $3.9 trillion in wealth by 2033, more than the entire market capitalization of tech giant Apple. Join Altrata's Moira Boyle – Senior Director, Global Head of Luxury; Maya Imberg – Senior Director, Head of Thought Leadership and Analytics; and Maeen Shaban – Director of Research and Analytics, as they take you through insights from our recent Billionaire Census, highlighting the regional shifts in wealth, the growing female billionaire population, and the cross-industry implications these changes have on philanthropy, financial services, and luxury spending. Register now - https://lnkd.in/eMGXzG2F

A billionaire’s wealth goes far beyond their liquid assets. It’s typically spread across businesses, investments, luxury assets (think real estate, yachts, art, and private jets), and more. But wealth isn’t static. Each year, its value can fluctuate due to: - Global forces like economic growth, market trends, and currency changes - Personal strategies like investment choices, tax planning, and even philanthropy Billionaires in the same country experience wealth changes differently because of unique asset structures and strategies. Curious how the wealthiest manage and grow their fortunes? Our latest report breaks it down. Regular wealth screenings allow you to stay up to date on the fluctuating wealth of your most valuable customers and donors. 

"Enter a new class of due-diligence companies. Though prospect vetting has been part of fundraisers’ duties for a while, investigating people willing to give an organization money has never been so comprehensive. It’s typically those signing the checks who’ve enlisted consultants to tell them exactly where, how, and by whom their hard-earned cash should be spent. Now, these firms are flipping the script by assisting museums, universities, and other nonprofits in putting donors under a microscope, trawling their pasts for everything from criminal connections to money laundering to legal compliance—and even gray areas such as political associations and distasteful, if legitimate, business interests." Robb Report's Mary Holland looks at the exceptional work Altrata's Wealth-X and others do to protect the reputation of nonprofit institutions across the globe. https://lnkd.in/g7jAwar3

This fall, Altrata’s sales team came together in Nashville for our annual Sales Kickoff, setting the stage for an exciting year ahead. The event was a dynamic mix of innovation, collaboration, and purpose. We explored transformative product enhancements set to launch over the next 12 months, collaborated on innovative strategies to engage and support our exceptional customers, and gained invaluable insights from a customer panel sharing how Altrata’s solutions empower them to exceed their goals. We also took time to give back to the community, reflecting our commitment to making a positive impact beyond the bottom line. Stay tuned for more updates and announcements—follow Altrata to be the first to see what’s next!

Last year was another frenetic year for the world economy, assailed by increasingly complex geopolitics, large-scale regional conflicts, a volatile climate and policy indecision. Against this backdrop, most wealth markets rebounded strongly from the losses of the previous year, with investor enthusiasm for GenAI and the prospect of monetary easing by major central banks delivering a late-year boost to global stock markets and portfolio returns. Nearly all regions experienced growth in the number of billionaires and their collective wealth. An exclusive 18 individuals reside in the very top tier of billionaire wealth, each with a fortune in excess of $50b. Over the past decade, the share of this group among the total billionaire population has risen just slightly, from a share of 0.2% in 2014 to the current 0.5%. Read all about it here - https://lnkd.in/e7tYkGnn