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About

Wealth-X Screening unlocks the potential in your customer or prospect data using state-of-the-art wealth screening software and services that leverage our unparalleled intelligence on the world’s wealthiest individuals. Our proven expertise in wealth valuation, as well as matching and identity resolution, enables our team of experts to screen your data more accurately and with greater results across the globe. Wealth-X Screening analyzes your existing database to unearth previously unknown high and ultra-high-net-worth individuals, revealing their wealth profile, and identifying their personal network. Wealth-X Screening also grades these individuals by wealth tier and match quality allowing you to easily categorize and prioritize potential targets. Expand your pool of qualified prospects and drive forward new development initiatives by identifying the relationship networks of these matches.

About

WealthBee is an all-in-one trading journal and financial insights platform designed to help traders track their portfolios, analyze trades, and optimize their investment strategies. Supporting stocks, options, and futures, it offers real-time P&L tracking, trade journaling, and net worth management, with customizable dashboards for personalized insights. Integrated with major brokers like Schwab, TastyWorks, and TD Ameritrade, WealthBee provides automated reporting, strategy categorization, and near-live pricing. Whether you’re managing a few portfolios or hundreds of trades, WealthBee equips you with powerful tools to grow your wealth.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a solution to analyze their pool of prospects and discover untapped potential

Audience

For use by retail and institutional traders

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$35
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Wealth-X
United States
wealthx.com/products/screening

Company Information

WealthBee
Founded: 2021
United Kingdom
wealthbee.io

Alternatives

Alternatives

TradeInsights

TradeInsights

TradeInsights.net

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Wealth-X Screening and update features and information
Claim Wealth-X Screening and update features and information
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Claim WealthBee Trading Journal and update features and information