Wealth-X Professional Alternatives (September 2025)

Join 850+ Venture Capitalists, Private Equity Firms, Investment Banks and Corporates who leverage Tracxn to track the world's most innovative companies and emerging sectors.

Join 850+ Venture Capitalists, Private Equity Firms, Investment Banks and Corporates who leverage Tracxn to track the world's most innovative companies and emerging sectors.

Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms.

S&P Capital IQ Pro is a single platform for essential market intelligence. Access deeper data on global financial markets and companies that impact your business.

Cognism is a leader in premium sales intelligence, setting a new standard for data quality and compliance, trusted by over 1800 customers worldwide.

Develop a view on private companies in minutes with Gain.pro. Access insights on financial sponsors, deals, industries and more to gain your competitive edge.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

Lusha provides high quality, unique premium data where you need it most: On social networks, the web, Salesforce or directly on your product.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Zymewire's sales intelligence platform is tailored for the biotech and pharma industries —access actionable insights and data to drive sales strategies.

Learn how the #1 CRM for financial services, Financial Services Cloud, can grow relationships, reduce cost to serve, and deliver personalized insights at scale.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

PitchBook provides readers with the best private market data through the PitchBook Platform, a suite of award-winning software applications. Learn more now!

Meet the Salesforce Platform and discover the power we put into every Salesforce app.

A comprehensive portfolio management and accounting platform for Family Offices

The Bloomberg Terminal is the most powerful, flexible tool for financial professionals who need real-time data, news, and analytics.

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

Discover data on every UK private company — from high-growth companies to accelerators and funds — powered by smart tech and even smarter people.

AlphaSense finds information on companies, data and themes from within millions of research documents in seconds, all with ONE simple search.

iWave is the most trusted one-stop-shop for prospect research and donor wealth screening. Find the major gift donor of your dreams with iWave.

Deliver the best customer experience with a single CRM tool for Sales, Customer Service, Marketing, Commerce & IT. Try it now for 30 days!

Deliver the best customer experience with a single CRM tool for Sales, Customer Service, Marketing, Commerce & IT. Try it now for 30 days!

Unlock your doorway to growth with better data

Deliver the best customer experience with a single CRM tool for Sales, Customer Service, Marketing, Commerce & IT. Try it now for 30 days!

WealthEngine offers wealth screening and search, customer segmentation and modeling, donor analysis. Get your free demo today.

Trade Data Pro is one of the World's Leading Trade Data platforms. Unlock comprehensive import-export trade data, including details by country, HS code, importer-exporter, value and more.

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

SightX makes professional market research simple, enabling users to survey consumers, perform MaxDiff analysis, test concepts, perform conjoint analysis, create segmentations while making use of natural language processing, and tracking of your brand within our easy software platform (SaaS).

How your nonprofit can use Nonprofit Cloud to make more impact.

CI Radar delivers curated competitor research and market insights to inform smarter business decisions at every level of your organization.

Learn how field service management software can boost productivity for your front-line workforce, lower operating costs, and transform your service experience.

Purpose built IR software to streamline complex workflows, access premium content, engage shareholders, and measure your ROI.

Bloomberg Government is a premium, subscription-based service that provides comprehensive information and analytics for professionals who interact with—or are affected by—the government. BGOV Delivers rich data, sophisticated tools and breaking news alongside original, in-depth analysis.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

Wealth Docx Core includes interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement.

Owler's exclusive company and industry insights make it easy to find and monitor competitors, prospects, and key accounts – so you can increase your revenue and grow your business.

Make data-driven plans & faster decisions with simple access to millions of market insights from thousands of trusted data sources on Statzon Market Intelligence Platform

Designed to be your complete wealth system, from investment expertise to the hardest-to-reach experiences, we aim to amplify your greatness.

IndexBox is an Ai-driven market intelligence platform. It collects data from dozens of official sources, applies AI-driven algorithms to re-check data accuracy, restores missing statistics, and calculates economic indicators. Here you can find a market size, consumption, production, trade, and prices for more than 10K+ different products.

Neudata provides unbiased research and expert consultancy on data sources and use cases. We connect data buyers and sellers through our platform, creating efficiencies for people who work with data.

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

An all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

A market & competitive intelligence platform powered by mind + machine™, Powered by AI. Monitored by domain experts. Driven by you.

Panjiva provides data that powers global trade. Using information from 30 sources, we have shipment and customs records, company overviews and contact information on over 10 million businesses worldwide.

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

Export Genius is one of the top online import export data provider. Get global trade data online by country, HS code, importer-exporter and more shipment details.

Dealroom helps professional investors, corporates and local governments to discover & track innovative tech companies.

HG Insights provides businesses with the data-driven actionable insights required to identify and prioritize their best prospects.

WatchMyCompetitor is the AI competitive intelligence platform that delivers actionable insights, curated by market analysts.

Hear every customer’s voice, fix every broken experience, and increase customer loyalty and spend with Qualtrics XM.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

When your people thrive, so does your business. Discover how to optimize and deliver employee experiences at scale to grow your people and bottom line.

Precursive is an all-in-one project & resource management and PSA tool that's 100% native to Salesforce. Increase time-to-value with Precursive today.

Kantata Professional Services Cloud - Purpose-built technology for PS organizations operating on the Salesforce platform or an open infrastructure.

Grata provides unparalleled information & access. Find companies by strategic fit, source proprietary deals, and map markets - all within a streamlined UX.

TargetX offers CRM solutions for recruitment, admissions, and retention in higher education, built on the Salesforce platform.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

Supercharge your employee productivity with an intelligent custom mobile app built directly into your CRM.

Ruddr is the modern professional services platform. Drive operational excellence, increase business predictability, and deliver world-class financial results.

Tech Scouting software that helps innovation teams discover technologies, build strategies, develop partnerships, and track competitors.

Create interactive decision trees to guide call center agents or self-service customers. Improve first call resolution (FCR) and revenue.

Inselligence is a platform with all the tools you need to manage sales based on forecasts, data analysis and powerful insights.

The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news. Learn more today.

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news. Learn more today.

Affinity's helps dealmakers find and close more deals with relationship intelligence, automation, data enrichment, and AI. Reduce data entry and become more data-driven.

Project Management, Customer Onboarding, Professional Services Automation (PSA) and PPM solutions native to Salesforce.

SalesIntel is the leading sales intelligence platform and B2B contact data provider. Provide most accurate & high quality USA B2B sales leads and B2B company search platform.

Digimind Intelligence is an advanced Competitive Intelligence software used by leading Analysts worldwide to gather, streamline, and share intelligence.

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

For enterprise and education professionals seeking Spatial Computing, AI and Metaverse services for use in training, events, development, onboarding and educational use cases.

Improve M&A deal origination & PE deal sourcing with our software platform. Efficiently source private market info, manage pipelines, & sync investment leads online.

Qualaroo simplifies the process of collecting user feedback with surveys. Signup today to get actionable UX Insights from your customers

We consolidate data from any front or back-office systems you use on a daily basis and seamlessly fit into you investment decision process

Uncover buyer research behavior and keyword queries with Aberdeen Marketspace

MarketInside - an easy to use trade data online search platform for global import export data and bilateral trade intelligence. Our trade intelligence platform is best to monitor your business competitions, identify potential market, prepare market strategies and find new business opportunities.

Grow your AUM, streamline client engagement, and protect your firm

NewtonX is the world's leading B2B market research company. 100% verified research across 140 industries and 1.1 billion professionals.

Utilize our top-class Advanced Revenue Intelligence Solutions and sales performance app Salesforce to streamline salesforce pipeline management at Funnel Source.

Elevate your company's digital transformation with the industry's most intuitive Customer Intelligence platform.

ZoomInfo’s B2B sales prospecting software accelerates your pipeline & revenue. Identify your ideal customer profile & ready-to-buy prospects with ZoomInfo Sales.

Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.

The most comprehensive and easiest-to-use Sales Analytics software and Data Science services for B2B sales, powered by Artificial Intelligence

Best-in-class data intelligence, analytics and insights on a single cloud native platform.

LinkedIn Sales Navigator makes virtual selling easy with sales tools that help you find the right prospects & build relationships. Scale your virtual selling today!

Access Company Insights: hiring initiatives, leadership changes, new partnerships, product launches and more.

IBM X-Force provides deep security research expertise and global threat intelligence for enhanced security solutions.

Comprehensive customer advocacy technology for recruiting, data maintenance, customer reference lead generation, customer rewards and metrics.

Ignition automates proposals, billing, payment collection, and workflows to help professional services businesses maximize revenue, cash flow, and efficiency.

See Who's Mailing What! Direct mail that works. Mimic top advertisers. Track 13,000+ direct mailers weekly. 100,000+ marketing campaigns. Search PDFs. Get creative insights and inspiration. The most comprehensive collection of direct mail examples. 30 year history.

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

Revenue Intelligence platform that automatically captures sales activities to help you identify and fix revenue leaks.

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

Salesmotion - Win more. Engage buyers better. Automate account research.

Get the best B2B commercial data, delivered on your terms — accessible, flexible, and primed to accelerate your business.

With an extraordinary 4.9/5 stars on Trustpilot, Unleashed is the highest rated, most recommended inventory management software in the world

Indexing the world’s fastest growing companies & startups with annual revenue, competitors, number of employees, funding news, valuations, etc.

On-demand consumer research powered by GWI. Understand your audience in an instant with global consumer data at your fingertips.