BoardEx
BoardEx: A deep executive-network research platform for organizations that need warm paths and data integration. Ranked #14 of 26 in Relationship Intelligence Software by our editors (6.2/10); pricing: Pricing on request; best for executive-network research and introductions.
At a glance
- Editor score6.2 / 10
- PricingPricing on request
- Best forExecutive-network research and introductions
- Warm intro pathsYes
- Founded1999
- Facts checked20 Sep 2026
Where it wins
- Maps relationships and identifies strongest warm-introduction paths
- Advanced executive and organizational search with diversity filters
- Salesforce, CRM, API, export, and custom reporting support
Where it doesn't
- Pricing is contact-sales and varies by organization and license terms
- Its enterprise scope may exceed narrow relationship-research needs
- Custom applications and data feeds can require integration resources
Our verdict on BoardEx
BoardEx is an enterprise relationship-intelligence and executive-data platform from Altrata. It is designed for organizations in banking, legal, consulting, executive search, private equity, corporate, academic, and nonprofit sectors. Its core use cases include business development, sales and marketing, executive research, talent management, due diligence, and relationship-capital management. The platform connects executives, organizations, and internal contacts; provides leadership profiles; and helps teams find warm introduction and referral paths.
BoardEx’s main strength is the depth of its relationship and search workflow. Users can filter executive and organizational profiles by role, employment, education, and diversity, then analyze relationship strength and identify the strongest available path. Alerts track executive and role changes, while custom reports, lists, projects, and data feeds support recurring research and team visibility. This makes it a strong fit for teams that need more than a static contact database, particularly when relationship context and organizational movements influence outreach or diligence.
The platform also fits established business systems. It supports Salesforce and CRM integration, REST APIs for profile, search, and daily-change data, CSV export of search results, and connections with talent management systems, alumni portals, and custom applications. Pricing is enterprise-specific and depends on products, organization size, access method, and license term. Organizations choosing BoardEx should be prepared for a contact-sales process and an enterprise-oriented implementation. It is a strong choice for executive-network research, introductions, and relationship analysis; teams seeking a narrowly focused or simpler tool may find its breadth unnecessary.
BoardEx pricing
BoardEx fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Network data sources | Multi-source |
| Warm intro paths | Yes |
| Relationship scoring | Yes |
| Account engagement | Yes |
| CRM writeback | Yes |
| Team visibility | Organization |
| Relationship history | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | GDPR, SSO/SAML |
| Support | Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 5 integrations: Salesforce, CRM systems, talent management systems, alumni portals, custom applications |
| Pricing | Pricing on request |
| Website | boardex.com |
| Facts checked | 20 Sep 2026 |
BoardEx integrations
BoardEx lists 5 integrations on its own site.
- Salesforce
- CRM systems
- talent management systems
- alumni portals
- custom applications
Alternatives to BoardEx
- Connect The DotsBroad relationship intelligence with strong free-plan value and practical team features.9.8
- 4DegreesA full-network CRM for teams that need relationship insight alongside deal management.8.2
- Boomerang AIA broad relationship graph and workflow layer for orchestrating warm revenue introductions.8.2
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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