Wealth-X Overview
- Year Founded
-
2010
- Status
-
Private
- Employees
-
270
- Latest Deal Type
-
M&A
- Latest Deal Amount
-
$21.4M
Wealth-X General Information
Description
Provider of a platform designed to offer wealth information and insight business across financial services. The company's platform uses proprietary data assets and specialized research capabilities that provide definitive source of intelligence on the wealthy individuals with a collection of curated research, enabling clients to understand and engage their target audience, minimize their risk, and make informed strategic decisions.
Contact Information
Website
www.wealthx.comCorporate Office
- 142 West 36th Street
- Floor 12
- New York, NY 10018
- United States
Corporate Office
- 142 West 36th Street
- Floor 12
- New York, NY 10018
- United States
Wealth-X Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 2. Merger/Acquisition | 25-Nov-2019 | $21.4M | Completed | Generating Revenue | ||
| 1. Early Stage VC | 25-Nov-2014 | Completed | Generating Revenue |
Wealth-X Comparisons
Industry
Financing
Details
Wealth-X Competitors (6)
One of Wealth-X’s 6 competitors is WealthEngine, a Formerly VC-backed company based in New York, NY.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| WealthEngine | Formerly VC-backed | New York, NY | ||||
| Virtuous Software | Venture Capital-Backed | Phoenix, AZ | ||||
| Kindsight (Financial Software) | Private Equity-Backed | Charlottetown, Canada | ||||
| GivingData | Venture Capital-Backed | Cambridge, MA | ||||
| Advanced Solutions International | Private Equity-Backed | Alexandria, VA |
Wealth-X Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
-
Verticals
Wealth-X Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Wealth-X Acquisitions (1)
Wealth-X’s most recent deal was a Merger/Acquisition with Wealth-X (UK). The deal was made on 19-Feb-2015.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Wealth-X (UK) | 19-Feb-2015 | Merger/Acquisition | Media and Information Services (B2B) |
Wealth-X FAQs
-
When was Wealth-X founded?
Wealth-X was founded in 2010.
-
Where is Wealth-X headquartered?
Wealth-X is headquartered in New York, NY.
-
What is the size of Wealth-X?
Wealth-X has 270 total employees.
-
What industry is Wealth-X in?
Wealth-X’s primary industry is Business/Productivity Software.
-
Is Wealth-X a private or public company?
Wealth-X is a Private company.
-
What is the current valuation of Wealth-X?
The current valuation of Wealth-X is .
-
What is Wealth-X’s current revenue?
The current revenue for Wealth-X is .
-
Who are Wealth-X’s competitors?
WealthEngine, Virtuous Software, Kindsight (Financial Software), GivingData, and Advanced Solutions International are some of the 6 competitors of Wealth-X.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process
