WealthEngine

Altrata’s WealthEngine was recently recognized as a top innovator in the Retiretech industry by Nassau Financial Group, showcasing its cutting-edge solutions in customer creation strategies for advisors. By leveraging precise wealth intelligence, WealthEngine empowers advisors to identify and engage high-potential clients, fostering deeper relationships and more effective outreach. For advisors eager to expand their client network with well-matched prospects, now is the time to explore how Altrata’s WealthEngine can transform your growth efforts.

At #DreamForce 2024, Bombardier shared how integrating Salesforce's Data Cloud and Altrata's wealth intelligence empowered their sales teams to tackle mountains of leads and deliver better customer service. By utilizing Altrata's wealth intelligence, along with their customer data in Salesforce, Bombardier streamlined their sales process, allowing teams to focus on the right leads at the right time. This integration provided their sales directors with a complete customer view, making data-driven decisions faster and more effectively. Altrata’s CEO, Brian Alster, emphasized: "Finding the right clients at the right time is critical for any strong sales organization, and we’re proud to support Bombardier’s growth with our insights." Read all about it here - https://bit.ly/3B8xjwh

Over the past year, Altrata has updated 190,603 UHNW profiles, including 1,813 billionaires, adding $12.6 trillion in assets to their records. This level of insight into the world’s wealthiest individuals empowers your organization to enhance client acquisition strategies, boost fundraising initiatives, and make more informed decisions. Gain access to the most up-to-date and comprehensive wealth data with Altrata and unlock new opportunities for success - https://bit.ly/3TwIIwd

2024 was a year of investment for Altrata's WealthEngine. The aim was to elevate data quality, helping our clients engage the exceptional people that help to drive success for their organization.  - 8.6 million profiles were added and updated, each enriched with crucial contact details like email addresses and phone numbers - 5.5 million real estate properties were added, offering a deeper understanding of wealth through property ownership. - More than 6.1 million charitable donations have been included, allowing you to track philanthropic activities and better understand what motivates your prospects. More, accurate and actionable data at your fingertips today with regular refreshes so you can make informed data-backed decisions fast.  

Altrata is the definitive leader in global wealth intelligence, professional relationship mapping, and affluent market dynamics. We focus on engaging exceptional people. The leading commercial, philanthropic, and educational institutions depend on our solutions to deliver organizational growth. Our clients leverage our relationship insights to accelerate engagement, build credibility and sustain affinity— making Altrata a trusted and valued partner companies who rely on the wealthy and well-connected to fuel their growth. Learn more today - http://spr.ly/6044mklb0

Altrata CIO Keya Hammond joined other industry leaders and shared insights at Apra Prospect Development 2024 last week. They discussed the latest breakthroughs in fundraising technology and how these innovations are transforming the way we connect people with causes. If you missed the session, stay tuned for more updates on the exciting developments in this space by following Altrata.

We’re thrilled to be part of Apra’s Prospect Development 2024 #PD2024, from August 20-23 at the Seattle Convention Center. Stop by booth #409 for an exclusive WealthEngine data release, play Plinko, and enter to win AirPods Max or a Yeti cooler. Discover how Altrata’s cutting-edge data can supercharge your fundraising strategy. Don’t miss out—connect with our team and take your prospect development to the next level.

Altrata is excited to be at Apra’s Prospect Development 2024 #PD2024, happening August 20-23 at the Seattle Convention Center. Join us at booth #409 for an exclusive WealthEngine data release, play Plinko, and a chance to win a pair of AirPods Max or a Yeti cooler. Discover how Altrata can enhance your fundraising strategy with cutting-edge data and insights. Don’t miss this opportunity to connect and take your prospect development to the next level.

Join us at Apra Prospect Development 2024 on Wednesday, August 21st at 1:45 PM in room 6ABC to hear from Altrata CIO, Keya Hammond. In the session, Keya and other panelists will discuss the latest breakthroughs in fundraising technology and how they’re transforming the way we connect people with causes. Whether you're in the philanthropic sector or simply passionate about innovative ways to build stronger relationships with donors and institutions, this is a session you won’t want to miss.

Visit Us at Booth #127 at The Bridge to Integrated Marketing & Fundraising Conference Stop by and take a turn at Plinko for a chance to win swag and Amazon gift cards. Learn how we can elevate your fundraising strategies to new heights today. Spencer Hoopes Tara Harris