Altrata and Wealth-X alternatives for UK wealth managers
What Altrata and Wealth-X do well, who should keep them, and what a UK wealth manager can use instead, from each vendor's own pages.
Altrata's 2026 report counts 20,495 people in the United Kingdom holding more than US$30m in 2025, and a firm that counts with such care deserves a fair hearing. The house builds one of the alternatives below, and says so where it appears. For some readers the right answer on this page is to keep Altrata, and the page says who.
In short
Altrata, whose Wealth-X covers more than 3.2 million individuals on its own figure, has five practical alternatives for UK wealth managers in 2026, read on 8 November 2026: Companies House and The Gazette for the public record, Beauhurst for private-company research, Wealthmonitor for deal-led wealth, LinkedIn Sales Navigator for people search, and Windfall for a daily UK brief. The Altrata pages read state no price and offer a demonstration.
Key takeaways
- Altrata's products page said on 8 November 2026 that Wealth-X covers "more than 3.2 million individuals", and its Wealth-X page said its dossiers are "built, verified and updated by a team of 400+ researchers".
- Altrata's World Ultra Wealth Report 2026 counts 20,495 people in the UK above US$30m of net worth in 2025, up 16.3 per cent on the year, and 7,830 in London.
- On 8 November 2026 none of the Altrata product pages read here published a price or mentioned a trial; their calls to action lead to a demonstration request.
- Altrata's RelSci page cites 10 million people across 2 million organizations, as at 8 November 2026, with a feature showing "the warmest introduction to a given target".
- In October 2026, The Gazette carried 970 solvent winding-up notices, and as at 8 November 2026 the house had read 415 declarations of solvency filed that month, 89 of them swearing £1m or more.
What do Altrata and Wealth-X do, in their own words?
Altrata is a data company that sells wealth, executive and relationship intelligence; Wealth-X is its wealth dossier brand. Altrata's home page, read on 8 November 2026, says it "brings together the best data and capabilities of our legacy brands" and cites 100M+ people profiles, 4M companies and 4B+ connections. It serves investment banking, nonprofits, education, healthcare, retail banking and wealth management, and luxury. Its contact page, read the same day, lists offices in New York and at 4 Bouverie Street, London.
Wealth-X's page says, as at 8 November 2026, that Wealth-X "has developed the world's largest collection of records on wealthy individuals". Details in its dossiers are "substantiated by two independent, credible sources", and they cover "net worth, background, known associates, investing, spending and giving history". The same page offers net worth search to identify new clients and donors, screening of an existing file, and a due diligence product.
For wealth managers, Altrata's retail banking and wealth management page, read on 8 November 2026, offers "Human-verified HNW and UHNW profiles", CRM enrichment, and a map of how wealthy individuals connect through executives, board members and affiliations. It reports, as at 8 November 2026, one retail bank's workflow uncovering "over 1,200 prequalified board and club contacts". The page names neither the bank nor its country. On 8 November 2026 the same page offered "Insights on career and wealth moments", and the RelSci page described daily alerts, called 360 Alerts, on the people and companies a client follows.
Which Altrata product does which job?
Altrata lists six products, and only some of them are about wealth. The table uses each product's own page and Altrata's products page, read on 8 November 2026; geography is shown only where Altrata states it on those pages.
| Product | The job, in Altrata's framing | Stated size | Stated geography |
|---|---|---|---|
| Wealth-X | Dossiers, net worth search, screening, due diligence | More than 3.2 million individuals; 400+ researchers | "The world's wealthiest individuals"; no UK figure on the page |
| WealthEngine | "Wealth identification and prospect research", with modelled scores, for commercial and nonprofit clients | Its own site, wealthengine.com, states 269M+ profiles for screening | "Across the US", on the products page |
| RelSci | Relationship mapping and the warmest introduction | 10 million people, 2 million organizations | Not stated |
| BoardEx | Executives, boards and connections | More than 1.8 million executives, 2.2 million organizations | "400 global researchers"; no region stated |
| Boardroom Insiders | Executive profiles for enterprise sales and marketing teams | Its page gives both 30,000+ and more than 40,000 | "Across the globe" on its page; "in the US" on the products page |
| Executive & Company Data | Combined executive and company data, by SFTP, data feed, Snowflake, Salesforce or API | Not stated | Not stated |
For a UK wealth manager the closest products are Wealth-X and RelSci, since those two carry the net worth and the path in. WealthEngine's own site names gift officers first, then advisers and sales teams, as at 8 November 2026.
Why do UK wealth managers look for Altrata alternatives?
Three reasons follow from Altrata's own published pages, as read on 8 November 2026.
No published price or trial. None of the Altrata product pages read on 8 November 2026 states a price or mentions a trial, and altrata.com/pricing returned a 404. The calls to action, "Let's connect" and "Get started", lead to a demonstration request. The pages read offer no route to test it on one's own patch without first speaking to Altrata.
The UK is not broken out. The Wealth-X page and the retail banking and wealth management page read on 8 November 2026 do not mention the UK, state a minimum net worth, or say how many UK dossiers exist. Altrata does count the UK in its World Ultra Wealth Report 2026, but that 20,495 figure for 2025 is a population model, not a count of dossiers. A UK banker's useful question is how many owners on their own patch have a Wealth-X record, and only Altrata can answer it.
The net worth is a valuation. Altrata's retail banking and wealth management page calls it "verified net worth", and its Wealth-X page says dossier details are "substantiated by two independent, credible sources". The methodology of its World Ultra Wealth Report 2026 describes a "proprietary valuation model" that "assesses all asset holdings, including privately and publicly held businesses and investable assets". The pages read do not say which part of a net worth figure is checked by researchers and which is modelled. That is a serious method, and the figure for the owner of a private company is still a valuation. The house's position is that UK private wealth sits on no public register, so it states only what the record evidences, in a band, with the source attached.
Altrata itself draws a similar line on timing. Its article on finding high net worth clients, dated 9 January 2026, says "Timing is as important as targeting" and lists "Liquidity indicators and wealth trigger events (IPOs, M&A, exits)" among the signals for a list of names.
What are the alternatives to Altrata and Wealth-X, by job?
No tool replaces Altrata like for like, because none of the alternatives below states both researcher-built dossiers and a relationship map on its own pages. The alternatives split by the job a UK wealth manager is doing, read from each vendor's own pages on 8 November 2026; the fuller list is on the prospecting tools for UK private bankers page.
The public record: Companies House and The Gazette. GOV.UK says, as at 8 November 2026, that anyone can see current and resigned officers, filings, charges and insolvency records free, with free email alerts when a company changes its details. The Gazette offers browsing of all published legal notices as at 8 November 2026, and carried 970 solvent winding-up notices in October 2026, on the house's count. Neither gives a net worth, a profile or a relationship map, and both are slow to read by hand.
Private-company research: Beauhurst. Beauhurst says it tracks "every UK, German, and Irish private company, every day", and its wealth management page offers search on "shareholding size and estimated paper wealth", as at 8 November 2026. Its pricing page publishes no price and offers a demonstration rather than a trial on the same date. The detail is on the Beauhurst alternatives page.
Deal-led wealth: Wealthmonitor. ION Analytics' Wealthmonitor calls itself "The only platform linking real-time M&A liquidity events to the private individuals behind them", as at 8 November 2026, with alerts on deal momentum and new profiles. Its page publishes no price and offers "Talk to Sales". The detail is on the Wealthmonitor alternatives page.
People search: LinkedIn Sales Navigator. Core starts at £94.99 a month and Advanced at £130.00 a month, estimates that may exclude VAT, with a trial for eligible members, as at 8 November 2026. The page read states no net worth figure. The house's position is that Sales Navigator finds people who present themselves; the house never fetches LinkedIn and holds no bulk LinkedIn data.
A daily UK brief: Windfall (the house writing this page). Windfall reads the UK public record each morning and names people for members, never more than five a morning, as published on 8 November 2026. Each name comes with the dated event, the filing behind it, the person's own route where one is held, and the people around them: co-owners, directors, family on the board, shareholders and advisers such as the liquidator or the auditor. It is per seat, at £399 to £699 every four weeks plus VAT, by joining order, with ten working mornings at no charge, as at 8 November 2026. It is built for one job: finding the UK owner nobody has profiled, at the moment money moves, and showing who is around them. It is UK only and is not a global dossier, a net worth search or a due diligence product, so a firm that needs those should keep the tool it has.
How do Altrata and Wealth-X compare with the closest alternatives?
The table sets Wealth-X, with Altrata's relationship data, beside the three alternatives closest to a UK wealth manager's new-client work, on each vendor's own pages read on 8 November 2026. Beauhurst is the nearest UK company route, Wealthmonitor the nearest wealth-event tool, and Windfall the nearest per-seat product for an individual banker.
| Altrata (Wealth-X) | Beauhurst | Wealthmonitor | Windfall | |
|---|---|---|---|---|
| Starts from | The person and their dossier, with career and wealth moments flagged | The company and its shareholders | The M&A deal | The dated event on the public record |
| Coverage, as stated | More than 3.2 million individuals; UK not stated separately | Every UK, German and Irish private company | Liquidity events "across sectors and geographies" | UK only |
| Wealth figure | Net worth, liquidity, sources of wealth | Estimated paper wealth | Not stated on the page read | The filed figures, with an indicative band |
| Relationship data | Yes, through RelSci and BoardEx | Shareholders, directors and founders; no relationship map stated | Profiles with "network insights" | The people around each name: co-owners, directors, family, shareholders and advisers, with the way in |
| CRM or file work | CRM enrichment, file screening | CRM integration | Not stated on the page read | None |
| Price published | None on the pages read | None on the page read | None on the page read | £399 to £699 every four weeks plus VAT, by joining order |
| Trial | None mentioned; demonstration | No; demonstration | None mentioned | Ten working mornings |
Who should keep Altrata or Wealth-X?
Keep Altrata if your work starts from a name you already hold, or from a search by net worth, and you need depth on that person: background, associates, giving and a net worth figure, with sources checked by researchers. Keep it if your firm needs due diligence or file screening, if your clients are spread across jurisdictions, or if your teams already use its CRM enrichment and relationship data. Nothing built from the UK public record replaces a global dossier. Check whether your firm already licenses it.
Look elsewhere if your next client is the owner of a UK private company who has never been in the press, if you need to try a tool on your own patch before your firm signs, or if you are an individual banker without a firm budget. The house's position is that the larger opportunity is the wealthy nobody has profiled. As at 2 November 2026, at least 104,005 active companies with a current individual person with significant control reported net assets of £1m or more on electronically filed accounts for periods ending in 2024 or later, a measure of companies rather than of personal wealth. Whether Wealth-X holds a record for the owners on your patch is the test to ask Altrata to run in its demonstration.
A firm can reasonably hold both. Altrata answers "who is this person and who do we know", at depth and across borders, with alerts of its own; a daily read of the UK record answers "which owner's position changed on the record this week".
Frequently asked questions
How much does Altrata cost?
Altrata does not publish a price on the product pages read on 8 November 2026. Each page leads to a demonstration request or a contact form, and altrata.com/pricing returned a 404 on 8 November 2026. Any figure for Altrata or Wealth-X from elsewhere is not Altrata's own published figure.
Does Wealth-X have a trial?
The Wealth-X page read on 8 November 2026 mentions no trial. Its calls to action lead to a conversation with Altrata and a demonstration request.
What is the difference between Altrata and Wealth-X?
Altrata is the company; Wealth-X is one of its brands. Altrata's products page, read on 8 November 2026, also lists WealthEngine, RelSci, BoardEx, Boardroom Insiders and Executive & Company Data.
Does Altrata cover the UK?
Altrata lists a London office and its World Ultra Wealth Report 2026 counts 20,495 people in the UK above US$30m of net worth in 2025, up 16.3 per cent on the year. The Wealth-X page read on 8 November 2026 gives no count of UK dossiers. A UK buyer should ask Altrata for the count on their own patch.
What is the difference between Wealth-X and WealthEngine?
Wealth-X centres on researcher-built dossiers on the world's wealthiest individuals, as its page described them on 8 November 2026. WealthEngine, on Altrata's page and its own site that day, centres on screening records and modelled scoring, and its site names gift officers, advisers and sales teams as its audience.
What is the cheapest alternative to Altrata for a UK wealth manager?
Companies House shows officers, filings, charges and insolvency records free as at 8 November 2026, though it gives no wealth figure. Among paid tools on this page, LinkedIn Sales Navigator publishes the lowest price, from £94.99 a month as an estimate that may exclude VAT, as at 8 November 2026.
What is the difference between Wealth-X and Windfall?
Wealth-X is a global collection of dossiers a firm searches, sold through a conversation with Altrata, on its pages as at 8 November 2026. Windfall is a per-seat daily brief for one UK banker, naming a few people a morning from the public record, as published on 8 November 2026. Wealth-X answers questions about a person you can name or find by net worth search; Windfall brings you the names you did not know to ask about, with the people around them.
Method
Every description of Altrata, its products and the alternatives comes from the vendor's own website or report, read on 8 November 2026; prices are in sterling as published, and Altrata's US$30m threshold is left in US dollars as its report states it, unconverted. An absence on this page means the page read did not state the thing, not that the vendor does not offer it; Wealth-X's own website, wealthx.com, refused the fetch on 8 November 2026, so Wealth-X is described from Altrata's pages and report. The house's figures are its count of Gazette notice code 2431 for October 2026 and the declarations of solvency filed in October 2026 that it had read, measured on 8 November 2026 with measure-ledger.ts --month 2026-10; the declarations read rise as more are read, so an earlier page's 390 and 81, measured on 2 November 2026, are lower. The count of 104,005 companies was measured on 2 November 2026, with paper filers largely absent. Nothing is summed across companies. A sworn surplus belongs to a company and is not a statement of any person's wealth.
Sources
All read 8 November 2026.
- Altrata, home page: https://altrata.com/
- Altrata, products: https://altrata.com/products
- Altrata, Wealth-X: https://altrata.com/products/wealth-x
- Altrata, WealthEngine: https://altrata.com/products/wealthengine
- WealthEngine, home page: https://www.wealthengine.com/
- Altrata, RelSci: https://altrata.com/products/relsci
- Altrata, BoardEx: https://altrata.com/products/boardex
- Altrata, Boardroom Insiders: https://altrata.com/products/boardroom-insiders
- Altrata, Executive & Company Data: https://altrata.com/products/executive-company-data
- Altrata, retail banking and wealth management: https://altrata.com/retail-banking-and-wealth-management
- Altrata, contact: https://altrata.com/contact-us
- Altrata, "How to Find High Net Worth Clients in Wealth Management", 9 January 2026: https://altrata.com/articles/how-to-find-high-net-worth-clients
- Altrata, World Ultra Wealth Report 2026: https://altrata.com/wp-content/uploads/2026/06/Altrata_World-Ultra-Wealth-Report-2026_FINAL.pdf
- Beauhurst, home page: https://www.beauhurst.com/
- Beauhurst, pricing: https://www.beauhurst.com/pricing/
- Beauhurst, wealth management: https://www.beauhurst.com/industries/wealth-management/
- ION Analytics, Wealthmonitor: https://www.ionanalytics.com/wealthmonitor/
- LinkedIn Sales Navigator, compare plans: https://business.linkedin.com/sales-solutions/compare-plans
- GOV.UK, "Get information about a company": https://www.gov.uk/get-information-about-a-company
- The Gazette: https://www.thegazette.co.uk/
- Windfall Intelligence: https://joinwindfall.com/
- The Gazette, notice code 2431, and declarations of solvency filed at Companies House, October 2026, measured by the house with measure-ledger.ts on 8 November 2026.
- Companies House accounts and the PSC register, measured by the house on 2 November 2026.
Winny is the house’s pen name. This page is written by Windfall Intelligence Ltd from the UK public record, every figure re-measured on the date it carries, and checked by a person before publication. How these pages are made. Corrections to hello@joinwindfall.com.
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