David Friedman

Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and artificial intelligence, Windfall activates insights into workflows that engage the right people for each respective organization. More than 1,500 data-driven organizations use Windfall to power their business. For more information, please visit www.windfall.com.

When Forbes calls, Talent calls back. The very best talent isn’t going to pick up the phone for just any recruiter. With Forbes Global Talent, our clients’ search for the most impactful people soars to a global platform with one of the most renowned media brands on your team. While we’re celebrating the achievements of the biggest game-changers across industries, we seamlessly keep the momentum going by delivering the right people at the right moments in your evolution as you build the future — today.

The Symposium is a membership based community for executives from across the worlds of luxury, financial services, non-profit and higher education that cultivates conversation and content for mastering UHNW growth and engagement.

Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and artificial intelligence, Windfall activates insights into workflows that engage the right people for each respective organization. More than 1,500 data-driven organizations use Windfall to power their business. For more information, please visit www.windfall.com.

WealthQuotient is the worlds first & only training and strategy platform specifically focused on helping sales and fundraising professionals and the organizations they serve more efficiently and effectively engage the ultra affluent through referrals. This market is very challenging to penetrate and most individuals and organizations do not have a proactive and systematic strategy for growth. Further, innovation in ultra affluent engagement has become extremely stagnant as most thought leaders, consultants and conferences typically only operate within one specific industry. This silod approach often causes organizations to falsely believe their challenges are unique to their specific industry or niche and it leads to stifled innovation as they get better and better at doing things the way theyve always been done. Having worked with the worlds most recognized brands across financial services, luxury, non-profit and higher education WealthQuotient has an unriveled experience and track record for success. Our platform works to create a culture that not only better understands the ultra wealthy but also teaches practical tools for how to engage them in a more proactive, systematic and bespoke manner through leveraging referrals. We offer customized training seminars and workshops along with on going coaching and strategy consulting. Our clients exponentially increase their chances for success through the application of proven and concrete principals and strategies.

Wealth-X is the global leader in wealth information and insight, and partners with leading prestige brands across the financial services, luxury, not-for-profit and higher-education industries to fuel strategic decision-making in sales, marketing and compliance. Wealth-X boasts the world’s most extensive collection of records on wealthy individuals and produces unparalleled data analysis to help organizations uncover, understand, and engage their target audience, as well as mitigate risk. Altrata is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X. Together, we provide data and intelligence on the most impactful people to our clients’ success. For career opportunities, visit — https://altrata.com/careers/ Altrata.com