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Business Intelligence

Altrata

Intelligence platform for business leaders to understand influential decision-makers globally

SOC2
500+
ISO 27001
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Category
Software
Ideal For
Financial Services
Deployment
Cloud
Integrations
None+ Apps
Security
End-to-end encryption, role-based access control, data residency options
API Access
Yes - REST API for custom integrations

About Altrata

Altrata is a comprehensive business intelligence platform delivering actionable insights on influential global business leaders, high-net-worth individuals, and well-connected decision-makers. The platform aggregates and analyzes vast datasets from public and proprietary sources to provide executive profiles, relationship networks, wealth assessments, and strategic intelligence. Organizations across banking, private equity, venture capital, philanthropy, and education leverage Altrata to identify investment opportunities, strengthen stakeholder relationships, and make informed strategic decisions. The platform's AI-powered analytics surface hidden connections and behavioral patterns, enabling institutions to reduce due diligence timelines and optimize resource allocation. Through AiDOOS marketplace integration, enterprises gain seamless access to deployment options, governance frameworks, and data governance tools that enhance scalability and compliance. Advanced filtering and custom reporting capabilities enable teams to build targeted prospect lists and monitor portfolio targets continuously.

Challenges It Solves

  • Difficulty identifying and vetting influential decision-makers without comprehensive, reliable intelligence
  • Time-consuming manual research consuming hours per prospect across fragmented data sources
  • Lack of visibility into complex relationship networks and business affiliations
  • Incomplete due diligence leading to missed opportunities and reputational risks
  • Inability to monitor changes in leadership, wealth, and strategic interests over time

Proven Results

73
Hours saved on prospect research per quarter
52
Increase in qualified opportunity identification
41
Improvement in relationship targeting accuracy

Key Features

Core capabilities at a glance

Comprehensive Executive Profiles

In-depth intelligence on global business leaders and decision-makers

Access 500K+ verified profiles with wealth, career, education data

Relationship Network Intelligence

Uncover connections and influence patterns across industries

Map 50M+ business relationships and professional connections

Wealth & Asset Intelligence

Understand financial profiles and asset ownership patterns

Track billions in managed assets and private investments

Custom Due Diligence Screening

Automated compliance checks and risk assessment

Complete background checks 10x faster than manual processes

Real-Time Intelligence Alerts

Stay informed on leadership changes and key events

Receive alerts on 100K+ daily events impacting targets

Advanced Search & Filtering

Build precise prospect lists using multi-criteria targeting

Create segments using 200+ data attributes and filters

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Real-World Use Cases

See how organizations drive results

Investment Due Diligence
Private equity and venture capital firms conduct comprehensive background checks on founders, executives, and board members before investment. Accelerate deal sourcing and reduce onboarding risk.
68
Reduce due diligence cycle time by 60%
Wealth Management Client Acquisition
Wealth advisors identify and target high-net-worth prospects with personalized outreach based on verified financial profiles and lifestyle indicators.
54
Improve client qualification accuracy significantly
Board & Advisory Recruitment
Organizations search for qualified independent directors and advisors matching specific expertise and network requirements.
71
Find ideal board candidates 45% faster
Philanthropic Targeting & Engagement
Foundations and nonprofits identify major donors and impact-aligned affluent individuals for strategic fundraising campaigns.
63
Increase donor engagement through precision targeting
Competitive Intelligence & Market Insights
Monitor executive movements, leadership changes, and strategic shifts among competitors and industry players.
58
Stay ahead of market and competitive changes

Integrations

Seamlessly connect with your tech ecosystem

S

Salesforce CRM

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Embed Altrata intelligence directly into Salesforce for seamless prospect research and account enrichment

B

Bloomberg Terminal

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Cross-reference executive profiles with market data and financial analytics

M

Microsoft Dynamics

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Integrate intelligence into enterprise CRM workflows for sales and account management

S

Slack

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Receive alerts and intelligence updates directly in team collaboration channels

P

Power BI

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Build custom dashboards and reports using Altrata data for executive visibility

W

Workiva

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Enhance compliance and governance workflows with verified intelligence data

R

REST API

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Custom integrations for enterprise systems and proprietary applications

Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Altrata

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

  • Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
  • Refundable on unused Delivery Units, anytime — no questions asked
  • Re-delivery guarantee on acceptance miss
  • Pre-flight delivery sizing — you see the plan before you commit
Get a delivery plan for Altrata What’s a Virtual Delivery Center?

How a Virtual Delivery Center delivers Altrata

Outcome-based delivery via AiDOOS’s VDC model. Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

See how it works for your team

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Alternatives & Comparisons

Find the right fit for your needs

Capability Altrata Birthday Club Adobe Journey Optim… Email Grabber
Customization Excellent Good Excellent Good
Ease of Use Good Excellent Good Excellent
Enterprise Features Excellent Good Excellent Good
Pricing Fair Fair Fair Fair
Integration Ecosystem Good Good Excellent Excellent
Mobile Experience Good Good Good Good
AI & Analytics Excellent Fair Excellent Fair
Quick Setup Good Excellent Good Excellent

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Frequently Asked Questions

How accurate is the intelligence data in Altrata?
Altrata aggregates data from 5,000+ verified sources including regulatory filings, news, corporate databases, and proprietary research. Data undergoes multi-stage validation with 95%+ accuracy rates. Enterprise subscriptions include dedicated data governance support through AiDOOS for custom validation workflows.
Can I integrate Altrata with our existing CRM system?
Yes. Altrata offers native integrations with Salesforce, Microsoft Dynamics, and other enterprise systems via REST API. AiDOOS marketplace facilitates rapid integration deployment, testing, and optimization with professional services support.
What are the compliance requirements for using Altrata?
Altrata complies with GDPR, CCPA, and data protection regulations. SOC2 and ISO 27001 certifications ensure security. Customers handle FCRA compliance for background check purposes. AiDOOS provides governance frameworks for audit trails and regulatory reporting.
How frequently is Altrata data updated?
Executive profiles update continuously as new information becomes available. Leadership changes and wealth events trigger real-time alerts. Comprehensive quarterly refreshes ensure historical accuracy and relationship network currency.
Is Altrata suitable for organizations with global operations?
Yes. Altrata covers 200+ countries with localized intelligence, regulatory knowledge, and cultural context. Enterprise deployments support regional data residency, multi-language support, and compliance with local privacy laws via AiDOOS governance tools.
What training and support options are available?
Altrata provides onboarding training, dedicated account management, and ongoing support. AiDOOS marketplace offers professional services including custom configuration, integration support, and team enablement programs for rapid adoption.

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