Wealth-X DiligenceAltrata
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Related Products
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About
TargetDossier is a web-based company-intelligence service that creates structured research dossiers primarily for public companies that report to the U.S. SEC. Dossiers organize company snapshots, business and products, leadership, up to five fiscal years of financials, funding and ownership, peers, recent developments, risks and talking points, as well as government contracts and filing activity. Each section displays a confidence rating; facts link to public sources and unverified items are identified as evidence gaps. Users can look up a company by name, ticker or identifier, compare companies, and read public-company dossiers without signing up. The service also provides live profiles for executives, investors and other companies, though these are not the same as full prebuilt dossiers. TargetDossier offers a JSON API for company, search and SEC filing data.
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About
Wealth-X Diligence provides a unique combination of in-depth intelligence on individuals spanning all levels of wealth for organizations looking to meet regulatory or best practice requirements and mitigate reputational and commercial risk. Our expert global research team helps you close the gaps in your compliance approach, including a comprehensive analysis of a client’s net worth and source of wealth, and identifying whether it has been accumulated legitimately. With increasing regulation and trends toward greater transparency, understanding the source of wealth is a cornerstone of due diligence. Organizations should not only be concerned with non-compliance and regulatory penalties but by the costs of reputational damage. The Wealth-X Diligence dossier helps to avoid information overload during the diligence process by providing concise and relevant intelligence and removing unnecessary noise.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Investors, dealmakers, sales teams and job seekers researching public companies.
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Audience
Companies searching for a solution to meet their regulatory requirements
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$0
Public dossiers are free to read without signup. The Free plan includes 500 API calls per month. Pro is priced at $29/month, and Team is $99/month for three seats; neither plan is on sale yet. The Developer API tier is available at $0/month for 500 calls. Starter costs $49/month for 10,000 calls, and Growth costs $199/month for 100,000 calls; these paid API tiers require manual setup while online billing is unavailable.
Free Version
Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationTargetDossier
Founded: 2026
targetdossier.com
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Company InformationAltrata
United States
wealthx.com/products/diligence
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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