# WealthEngine Reviews **Vendor:** WealthEngine **Category:** [Donor Prospect Research Software](https://www.g2.com/categories/donor-prospect-research) **Average Rating:** 4.3/5.0 **Total Reviews:** 67 ## About WealthEngine WealthEngine™, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Approximately four thousand clients use WealthEngine's products and solutions for comprehensive consumer insights. Get insights on your existing prospects and clients using our platform and target new prospects based on wealth scores and lifestyle attributes using WE Prospect. WealthEngine is an Altrata company, a part of Euromoney PLC. 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. ## WealthEngine Reviews ### 1. Appreciate the flexibility of the system **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2023 **What do you like best about WealthEngine?** I appreciate that you can pull up one contact at a time without doing a complete data upload or database scan. It's often helpful to do a one-off search without going through the longer data pull/upload process. I also like their metrics, including propensity to give, overall wealth range, stock ownership, multi-property ownership, etc. **What do you dislike about WealthEngine?** Sometimes, The data isn't as pinpointed as other similar services. And, I often wonder how frequently the data is updated (they say often), but there can be items I know about a contact (and presumably, is publically available information), that WealthEngine hasn't yet updated in their database. **What problems is WealthEngine solving and how is that benefiting you?** WealthEngine is giving us more data about donor prospects, including their net worth, propensity to give, other philanthropy, and affiliations. This is helpful as we research new donors and donor prospects. ### 2. An easy tool for researchers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2023 **What do you like best about WealthEngine?** The interface is one that a user can easily navigate. I appreicate the way the data is laid out and when you research someone's wealth it provides an easy net worth number to use in your research. **What do you dislike about WealthEngine?** At times, the scoring can be a bit inflated. We have our own system at my organization that figures this out but Wealth Engine also has a way that a user can adjust the data that will in turn adjust the score. **What problems is WealthEngine solving and how is that benefiting you?** It is a tool that we used for prospect research. ### 3. Quickest Way to Learn Donor Giving Capacity **Rating:** 1.5/5.0 stars **Reviewed by:** Doug O. | Campaign Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2019 **What do you like best about WealthEngine?** How quick and easy it is to learn a donor or potential donor's giving capacity, as well as to verify their address when mail is returned to us. **What do you dislike about WealthEngine?** The detail pages are cluttered and seem to include non-useful info. You often have to spend extra time combing through all the details to find key info--business owned, job titles, other home addresses, etc. **Recommendations to others considering WealthEngine:** Great tool to get a quick snapshot of a current or potential donor's giving capacity. Makes building a look-book reference guide for a development staff at a non-profit a breeze. **What problems is WealthEngine solving and how is that benefiting you?** Helps us flag high-capacity prospects attending shows at our theatre with a simple search. Has also helped us find a new address when a patron moves but hasn't let us know yet. ### 4. A former leader in their industry, but have had some serious issues in last couple of years. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2021 **What do you like best about WealthEngine?** Their platform is intuitive and user-friendly. They provide several data points and additional tools beyond simple wealth screening. Users can easily integrate their databases with API, but there are some issues with the Salesforce installed package. **What do you dislike about WealthEngine?** Their accuracy has taken a significant decline over the last couple of years. Their customer service has had some issues, but seems to be improving with new ownership (Euromoney). They have recently had problems with their Salesforce integration package. **Recommendations to others considering WealthEngine:** When their product works, it works well. When it doesn't, it can cause several headaches and wasted hours. **What problems is WealthEngine solving and how is that benefiting you?** It is used to screen, segment, and identify potential donors or upgrading opportunities of existing donors. ### 5. Easy to use and valuable information **Rating:** 4.5/5.0 stars **Reviewed by:** James C. | Senior Mission Advancement Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2019 **What do you like best about WealthEngine?** I appreciate how quickly I can get a broad base of information about someone and a number of different indicators that help me to understand their wealth. **What do you dislike about WealthEngine?** I have not been very impressed with the prospecting tool but I think I need to spend more time with it to refine it. I also am unsure how frequently WE updates the information on a constituent. **Recommendations to others considering WealthEngine:** I would recommend that you use the software, as you are testing it, on people you know really well so that you can see how accurate it is. From there it will help you to determine how valuable this resource is. **What problems is WealthEngine solving and how is that benefiting you?** The main problem I am solving is determining how valuable a prospective client/donor would be for me to connect with. This simply helps me to be more efficient and effective with my time. ### 6. Wealth Engine is a must have for serious fundraising and smart customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Geoffrey E. C. | Senior Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2020 **What do you like best about WealthEngine?** My experience with Wealth Engine is all positive. In fact, I wouldn't manage a comprehensive development/fundraising program without it. And it seems to be getting bigger and smarter all the time. I used to screen and qualify major donor prospects using WE, but I find my team using it to screen more and more visitors (from ticket buyers to other constituents) and we find a lot more capacity than we knew existed from the folks who use our services. I like that its approachable interface. I am not a skilled database person, but I use WE almost daily. **What do you dislike about WealthEngine?** I like that the robust features are straightforward in an accessible interface. It hasn't always been that way for me, someone who is not particularly tech-savvy. **Recommendations to others considering WealthEngine:** I think utilizing WealthEngine or a service like it is an essential function, a component not only of major giving but of any comprehensive development program. I like its integration capacity, but mostly I find it to be of exceptionally high quality in terms of having the most useful, up-to-date information and for its ease of use. **What problems is WealthEngine solving and how is that benefiting you?** Integrating it into our development database, which we're holding off until we switch over to Salesforce. We use it as a standalone and have found a number of single ticket buyers with considerable capacity that now utilize our donor's lounge and other services. ### 7. Very easy and simple to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Casey B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2020 **What do you like best about WealthEngine?** My least sophisticated clients can use with little to no training. **What do you dislike about WealthEngine?** Nothing comes to mind. Each of the projects I've executed went well. **What problems is WealthEngine solving and how is that benefiting you?** Screening for feasibility studies and ask setting for mass appeals. ### 8. Wealth Engine is an essential tool for a professional fundraiser to have and use. **Rating:** 5.0/5.0 stars **Reviewed by:** Al M. | President, Fund-Raising, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2019 **What do you like best about WealthEngine?** The data is comprehensive and when it is correlated correctly it provides a clear picture of a person's net worth and philanthropic priorities. **What do you dislike about WealthEngine?** Bits of information are not correlated very well with their current relevance in a person's life. But that's a minor problem, which can be taken into account. Occasionally it is difficult to determine a person's marital status or tell the difference between their residential and commercial properties. **Recommendations to others considering WealthEngine:** Take time in studying everything in a person's profile. With time and persistence you will be able to get a full insight into the individual. Complement this with information from other sources, such as Guide Star or the Foundation Center. **What problems is WealthEngine solving and how is that benefiting you?** I am far better able to determine a person's inclination to give to my charity and their capacity than is possible with any other resource that I know. When I couple the WE profile with foundation and corporate connections to a person I am able to get a complete and clear picture of who they are. ### 9. Excellent training and support **Rating:** 5.0/5.0 stars **Reviewed by:** Bobby W. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2019 **What do you like best about WealthEngine?** As a new user, their training video and calls were able to get me up to speed. I did have an issue with an interface with my Arreva CSM. It was Arreva's issue, and I had to re-run a list of the size that put me over my purchased number of searches. The WE team were quick to respond and fix the issue to my satisfaction. It took Arreva support 30 days and it took WE less than 1. **What do you dislike about WealthEngine?** So far in my 14 months of using Wealth Engine, I have not found anything that I dislike. **What problems is WealthEngine solving and how is that benefiting you?** I have been able to segment my data into powerful groups. If I need to send something to people over 70, done. If I want to search for families that had a baby in a specific time frame, done. Both prospecting and donor relationship are better ### 10. Senior Development Advisor **Rating:** 4.0/5.0 stars **Reviewed by:** Barbara B. | Senior Development Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2019 **What do you like best about WealthEngine?** I've been using it for at least 4 years now and this new version is easier to use. I see more accuracy in the Charity category and can determine if that donor has given to all these non-profits or not. I really like searching by Address so I can see (all) the profiles of people who either live or have lived there. If there is a relationship, I can know more about my donor from this quick and easy software serch **What do you dislike about WealthEngine?** I do not use any other portion of the software so as I research donors on the site, I find nothing I dislike **What problems is WealthEngine solving and how is that benefiting you?** The benefits of understanding and knowing who gives to our charity before I even call upon them to build a relationship gives me a peace of mind and confidence to ask the proper questions and engage them in conversations that can verify the information ### 11. Less functional and accurate than other products **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2019 **What do you like best about WealthEngine?** I like RealQuest Property Search, it has good information and is helpful when researching a prospect that has a lot of real estate information to look into. **What do you dislike about WealthEngine?** Inability to customize, inability to add business asset information that you find through researching into the rating, not good for an area that has a large amount of private companies and entrepreneurs. **Recommendations to others considering WealthEngine:** If you live in an area that has a large amount of public companies and stock wealth then it would probably work fine, however, in an area with a large amount of private company/entrepreneur wealth it misses the mark a majority of the time. **What problems is WealthEngine solving and how is that benefiting you?** Honestly the only part that I like is the RealQuest Property Search, and even it isn't the best out there. ### 12. Wealth engine Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2019 **What do you like best about WealthEngine?** I love the design and format of Wealth Engine, it is really user friendly. More Specifically the search results window, and the person profile. I like how the search results window provides a lot of information before you click on a person. It makes it easier to determine if that the person your looking for. I love how the personal profile has detailed information, a lot of it thats hard to find on your own. **What do you dislike about WealthEngine?** Although I love wealth engine and all that its intended to do. But what I don't like is how the previous address can only be found on the search results page and not the person profile. I also find that the website can be extremely slow. It could also be my computer so im not sure. Lastly, I find a lot of the information to be inaccurate. **Recommendations to others considering WealthEngine:** Double check info. Sometime a c-level exec may not still be at the current company listed. **What problems is WealthEngine solving and how is that benefiting you?** Emails...the email feature has been extremely helpful when listed. Its nice to be able to follow up with a contact via email after sending them a package through mail. Another thing that is nice is to see where some C-executives have worked before, and sometimes also get the email that way or be able to confirm and email that I may already have. Overall WealthEngine has most certainly helped our business development efforts in more ways than imagined. ### 13. Wealth Engine Screening **Rating:** 5.0/5.0 stars **Reviewed by:** Katelyn E. | Donor Services Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2019 **What do you like best about WealthEngine?** I was having trouble with uploading my screening and the help center/support was so responsive and helpful! The website is also very accessible! I have not used it much but I believe once we start fundraising more it will help us see where we can improved. **What do you dislike about WealthEngine?** I dislike some of the clarity but that was also because I am new to using Wealth Engine. There really is not much that I dislike about the program/database/website so far. Everything has been very useful to me. **What problems is WealthEngine solving and how is that benefiting you?** As a school, we use it for wealth screening and seeing if we have potential donors of appropriate background. This helps us with admissions and fundraising greatly! ### 14. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2019 **What do you like best about WealthEngine?** I like the fact that everything is very organized and easy to find. Looking things up is pretty easy. **What do you dislike about WealthEngine?** There's not much I don't like...sometimes there is no philanthropy, but I have found that 99.9% of the time, if WealthEngine doesn't have any charity listed, it's because there is none out there to be found. **Recommendations to others considering WealthEngine:** I have been using WE for over a decade and I've always found it to be a great help. **What problems is WealthEngine solving and how is that benefiting you?** I primarily do prospect research. It helps us determine where interests in giving (or helping!) lie, what real estate is worth, what family connections might be. The site just gives us a better idea who to pursue and who does not have any interest. ### 15. Wealth Engine **Rating:** 4.5/5.0 stars **Reviewed by:** Steve H. | Data Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2019 **What do you like best about WealthEngine?** I enjoy using the product because we can get insights on our constituents related to income and see what type of efforts they might already be involved in other areas. The P2G score is probably the most useful part of WE because it's possible to get a quick read on a person with a glance and then prospect further instead of wasting time on a less qualified individual. **What do you dislike about WealthEngine?** Sometimes it is hard to pinpoint a person because of the common names. Most of the time addresses are sufficient, but sometimes you don't know that information if you just pick up a contact from somewhere random. **Recommendations to others considering WealthEngine:** At the least give them a try. They didn't push us to make a decision as we were in the middle of a big project for well over 6 months. There sales staff was courteous, but also persistent and we received what we asked for which meets our current needs very well. **What problems is WealthEngine solving and how is that benefiting you?** We will receive lists of prospects from our CEO or some other source and then we want to see if the person has the capacity to give significantly to us. We also use the birthdays that we receive from Wealth Engine to segment our constituents for different appeals. ### 16. Wealth Engine really assists smaller Development Offices **Rating:** 5.0/5.0 stars **Reviewed by:** Varessa W. | Director of Development, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2019 **What do you like best about WealthEngine?** In a smaller development office sometimes there is not a full-time researcher. WealthEngine gives everyone the ability especially Major Gift Officers to do their own research in a very timely manner. Especially if we have visits scheduled and need a quick but thorough and accurate rating, WealthEngine lets me know what is appropriate to ask for and also gives me affiliations they may have in the community. **What do you dislike about WealthEngine?** I don't feel like there is anything to dislike about WealthEngine. It has helped throughout my career to make accurate requests of prospects/donors. **What problems is WealthEngine solving and how is that benefiting you?** The benefits to having WealthEngine is to be able to research in real time a prospect/donor. WealthEngine is very thorough in the public information that is accessed and provides more information than other applications I have used. ### 17. I have been using WealthEngine for many years and find it a very usefule tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Derek F. | Director of Development Strategies and Prospect Development, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2019 **What do you like best about WealthEngine?** I like how WealthEngine evaluates our prospects in a variety of useful ways: Real Estate Value, Estimated Income, Donations to non-profits, Estimated Net Worth, etc. This helps us quickly identify our top prospects. The data is pretty accurate, but like any research, you will want to do some of your own verification of the data. WealthEngine gives us a GREAT starting point in evaluating donors. **What do you dislike about WealthEngine?** Because WealthEngine scans a variety of databases to gather it's information, some of the information retrieved is actually for a different person with the same name. I wish it was easy to remove incorrect data out of a prospect's profile. **Recommendations to others considering WealthEngine:** I use WealthEngine as my primary tool, but i use other sources as well. If you want to get the best profile/research possible, using multiple tools is the best option. **What problems is WealthEngine solving and how is that benefiting you?** With 40,000 alumni in our database, we need a solution to quickly and easily identify those that have the most capacity to make an impact at our institution. WealthEngine has done that for us. ### 18. Helpful Tool for Prospect Research **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2019 **What do you like best about WealthEngine?** WealthEngine is very user-friendly. I am an Associate Director in Prospect Research and we use this tool very frequently-- specifically, when creating research profiles. We love that the information we receive from WealthEngine is accurate-- especially in the Charitable Donations section. **What do you dislike about WealthEngine?** There's honestly not much I dislike other than wishing the estimated giving capacity could be a little bit more specific rather than a broader range-- example: someone's giving capacity may be $1M- $5M (which is a large range at that level). **What problems is WealthEngine solving and how is that benefiting you?** We always use WealthEngine when we create profiles. As mentioned above, we really love the charitable giving information we are able to pull for our prospects. ### 19. Wealth Engine Review **Rating:** 5.0/5.0 stars **Reviewed by:** Katelyn E. | Coordinator of Donor Services, Commercial Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2019 **What do you like best about WealthEngine?** I like how quickly I can receive results from information I input. **What do you dislike about WealthEngine?** The process wasn't so clear at first so I didn't like that but I called their help line and they figured out my problem right away. **Recommendations to others considering WealthEngine:** If you have a problem, call them and they are very attentive! **What problems is WealthEngine solving and how is that benefiting you?** I am looking at the financial stability of people and how it factors into our work. ### 20. Recommend WE for Nonprofit Development **Rating:** 5.0/5.0 stars **Reviewed by:** Chase E. | Director of Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2019 **What do you like best about WealthEngine?** I particularly like the ease of individual search and the ability to find people who might be second degree connections of our nonprofit's constituents. The breakdown of a person's family foundations, Guidestar affiliations, and real estate have been especially helpful to me. I'm especially a fan of using nonprofit and organization search. Often there is a company that would be beneficial to have a connection with, but I don't know where to start or who to contact. Using Wealth Engine's organization search has saved me a lot of man-hours searching for the appropriate contact and their information. **What do you dislike about WealthEngine?** There isn't much to dislike about Wealth Engine, I've used it at three non-profits now, and I can say that the User Interface is seamless and easy to use. The chief functionality issue I have is with using the back button; sometimes, I imagine for whatever java is running in the background, the back button simply reloads the current page, and I have to use the navigation bars at the top of the screen. It's nothing too annoying, but it was something I had to learn about using the interface. **Recommendations to others considering WealthEngine:** Take into consideration the price vs how often you use the product. As with all tools, WealthEngine is more powerful if you use it more often. **What problems is WealthEngine solving and how is that benefiting you?** We use Wealth Engine to find prospects near our nonprofit. This includes, for us, finding people who have similar affinities to our nonprofit and who have the capacity to either make substantial gifts or who would benefit from learning more about our presence. ### 21. Good data and customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Claire R. | Associate Director Of Development, Performing Arts, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2019 **What do you like best about WealthEngine?** It’s been really helpful when we’re looking to identify new donors, plan for fundraising campaigns, and determine appropriate ask amounts for our donors **What do you dislike about WealthEngine?** I wish more of the features were included in the base price **What problems is WealthEngine solving and how is that benefiting you?** Our prospect pipelines are stronger than they were without it. ### 22. Easy peasy, actionable information **Rating:** 4.0/5.0 stars **Reviewed by:** Jay W. | Partner / Campaign Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2019 **What do you like best about WealthEngine?** Ease of navigation on the site and the information acquired. The propensity to give score is a good overall starting point. **What do you dislike about WealthEngine?** Have had some problems uploading files for analysis. May have more to do with the data prep than Wealth Engine. **What problems is WealthEngine solving and how is that benefiting you?** Qualifying nonprofit investor prospects. ### 23. Easy to Use, reliable information **Rating:** 5.0/5.0 stars **Reviewed by:** Christine M. | Donor Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2019 **What do you like best about WealthEngine?** That all wealth information is compiled in an easy to read format. **What do you dislike about WealthEngine?** I honestly have no complaints. If there was a better way to vet common last names, that would be helpful though. **Recommendations to others considering WealthEngine:** It's incredibly user-friendly and their customer support team puts on a great training webinar so you're fully ready to implement all the capabilities within WealthEngine on your team. The information compiled on WE is generally accurate and is a great asset to any nonprofit or business looking to increase customer knowledge. **What problems is WealthEngine solving and how is that benefiting you?** It's early on in using Wealth Engine at Students For Liberty but it's already helped us qualify prospective donors for larger asks as well as see donors who were scoring higher than their capacity is on other wealth assessment tools. ### 24. I love Wealth Engine! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2019 **What do you like best about WealthEngine?** I like being able to make the connections between spouses, siblings, and parents. Those are frequently elusive relationships/connections if you're relying on any other search tool. Wealth Engine is literally the only company that culls information from so many sources. What historically took me hours, I can now identify in minutes **What do you dislike about WealthEngine?** The only downside is a back-handed compliment. People rely on Wealth Engine so much that they're surprised when I can't find something. Everyone says "just look up their WE record'. While that is usually all it takes, there are people with extremely private profiles. They use LLCs to buy property and are too old to have an internet presence. **Recommendations to others considering WealthEngine:** It is a worthwhile investment for anyone trying to raise money whether in Development or for a company, new technology, or a product. There is literally no substitute for this information. Before Wealth Engine was available, this type of research would take days and frequently be wrong. That is never the case with Wealth Engine. **What problems is WealthEngine solving and how is that benefiting you?** There are people who have Donor Advised Funds which make it impossible for me to know their interests or giving capacity. In Wealth Engine, I'm able to look at political donations, donations to their alma mater, synagogue, or other institution. I use that information to develop a profile of this person. I have been able to identify new donors as a direct result. ### 25. Wealth Engine has revolutionized the way we fundraise **Rating:** 5.0/5.0 stars **Reviewed by:** Jose L. | Prospect Management and Research Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2019 **What do you like best about WealthEngine?** Wealth Engine provides easy to understand metrics and scores, it has an ease of use unmatched by its competitors, and the Salesforce integration is seamless and an incredible time saver. Additionally, there always seems to be a webinar for training or growing in the skill of searching for the right things to find the right people. **What do you dislike about WealthEngine?** Sometimes manually searching for someone presents an endless waiting period and loading screen. When we do a mass upload for wealth scores we still get charged for the "50s" even though it doesn't provide us with any new data (although, admittedly, the problem with getting the "50s" lies on our end). **Recommendations to others considering WealthEngine:** Make sure to get it integrated into your current CRM solution before you roll it out. This has saved us a ton of time. **What problems is WealthEngine solving and how is that benefiting you?** We used to get new donors in and have to blindly target those who we thought might be the better prospects. Now with Wealth Engine, we're able to put data and numbers to the "targeting" process. Where we were shooting in the dark, now we're actually creating strategy and purpose behind each call, email, and visit. ### 26. Easy peasy, info rich **Rating:** 4.5/5.0 stars **Reviewed by:** Jay W. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2019 **What do you like best about WealthEngine?** Easy to navigate site and ease of uploading using provided template. Good array of information. **What do you dislike about WealthEngine?** Occasional glitch in uploading a file.Help team is quick to respond. **What problems is WealthEngine solving and how is that benefiting you?** Opened relationships, set fundraising sites higher for nonprofit clients. ### 27. Good source for wealth information research **Rating:** 4.5/5.0 stars **Reviewed by:** Dawn B. | Director of Prospect Management & Research, Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2019 **What do you like best about WealthEngine?** For me, the most useful area includes the wealth engine capability ratings, along with information on assets, income and net worth. the political giving section is also very nice to have included. The charitable donation records are improving, as well as the household profile information. Spouses are clearly identified in wealth engine, which is not always the case with other vendors. **What do you dislike about WealthEngine?** The real estate section is often difficult to interpret, as it often includes many historical addresses that make it hard to determine current information. There is often overlap between those with similar names, as well, which will affect wealth ratings, so care must be taken. **Recommendations to others considering WealthEngine:** WealthEngine is improving with the addition of new databases and business information. I use it in combination with several other resources to garner a complete picture **What problems is WealthEngine solving and how is that benefiting you?** wealth engine gives us a nice snapshot view of prospects and allows us to quickly prioritize prospects based on capacity ### 28. WealthEngine is a Great Resource **Rating:** 5.0/5.0 stars **Reviewed by:** Brent T. | Donor Systems Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** March 29, 2019 **What do you like best about WealthEngine?** Screening results were returned within minutes minimizing delays in our processes. Reports were clear and concise. Data was easily imported into our CRM software - Raiser's Edge from Blackbaud. WealthEngine staff are very knowledgeable and great to deal with. They were very helpful when I first started with my company and needed to have myself added as the administrator when the previous administrator was no longer here. **What do you dislike about WealthEngine?** I cannot think of anything that I dislike about this product. **What problems is WealthEngine solving and how is that benefiting you?** WealthEngine is helping us to better allocate resources to the donor relationships that will be of greatest benefit to our organization. It provides excellent data points to allow us to segment and target our audience in appeals and solicitations. Allows our gift officers to better prioritize their efforts. Importing the data from RE also gives us a much better picture of our donors. ### 29. After reviewing the top providers, Wealth Engine is best. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2019 **What do you like best about WealthEngine?** CoreLogic, included with WealthEngine, allows me to search for property values by property address, mailing address, and owner name (including corporate name). I can find properties by corporate name which can't be done with any other provider. Wealth Engine provides stock information along with a complete list of historic trades which is a great time saver. **What do you dislike about WealthEngine?** The Household Profile information is often repeated a number of times. This information is not useful to me and bogs down the search with repetitive information. **Recommendations to others considering WealthEngine:** It is worth doing a trial with the top providers - once you do you will find that Wealth Engine is the best. **What problems is WealthEngine solving and how is that benefiting you?** I research prospective donors. By using my research the client very often discovers wealth not realized before and is able to ask for a larger gift amount. ### 30. After three years, looking for an alternative **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2019 **What do you like best about WealthEngine?** While it integrates with Salesforce, it is clunky and not "seamless" as described and touted. While price has been somewhat reasonable, we were just informed of a jump from @$3700/yr to $5,000/yr with no discernable improvements. **What do you dislike about WealthEngine?** Donor giving histories are many years behind, and very incomplete. This is really important to me as wealth is important, but wealth doesn't matter if the prospect doesn't give. Their highest P2G (Propensity To Give) score supposedly measures wealth and history of major giving. However, I find that is often not true as donors will have the top score, but absolutely no giving history. System is very slow to load, especially if you drill down. Sometimes pages won't load at all. Salesforce integration is spotty, and you can't bulk screen under current agreement. New agreement seems to allow this up to 8,000 records. **Recommendations to others considering WealthEngine:** The market seems to be passing them by. This is a fast moving field, don't think they are keeping up. **What problems is WealthEngine solving and how is that benefiting you?** Wealth Engine is better than no system, but only marginally helpful. ### 31. Wealth Engine works for Small Nonprofts **Rating:** 4.5/5.0 stars **Reviewed by:** Cassidy O. | Individual Giving Associate, Civic & Social Organization, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2019 **What do you like best about WealthEngine?** Beautiful interface, easy to use platform, and their customer service is great! We're using this software to ramp up our major gifts program in ways that would be very difficult to without it. **What do you dislike about WealthEngine?** The price can be a little intimidating for a small organization. For us, it's worth it because we have a large enough donor base. I recommend that smaller organizations carefully assess their priorities before signing on. **Recommendations to others considering WealthEngine:** Take advantage of the training included in your package. It's important that you know and utilize the full potential of the software. **What problems is WealthEngine solving and how is that benefiting you?** We're learning more about what motivates our donors to support our organization. We're also getting better at effectively budgeting our time on major donors. ### 32. An expansive resource providing company for non-profits **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Political Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2019 **What do you like best about WealthEngine?** The customer service paired with easy to use/understand products have been by favorite aspect of working with Wealth Engine as our company has looked to improve our fundraising efforts. **What do you dislike about WealthEngine?** The sheer volume of information available can be overwhelming at times. **Recommendations to others considering WealthEngine:** Attempt to understand what you want out of Wealth Engine before investing. Wealth Engine is a tool, but if your company doesnt have the resources or time or ability to use the tool it won't help. I very much recommend doing a demo and seeing what ways they may be able to help. **What problems is WealthEngine solving and how is that benefiting you?** Our company needs to target our resources more wisely and Wealth Engine helps narrow down the customers interested in what we do and who have the means to help support us. ### 33. Wealth Engine provides tools for success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Performing Arts | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2019 **What do you like best about WealthEngine?** Ease of use/navigation, cleanliness of interface, overall quality of data and information, ability to analyze and compare our data with that of the industry, responsiveness of staff and customer service! **What do you dislike about WealthEngine?** Sometimes, in the records themselves, there is conflicting data - real estate values, or ages of household members, for example - and that information can be very confusing. In these situations, because the data comes from public records, it is hard to tell what is most accurate. We are also new to the platform, so some of this could be a learning curve. **Recommendations to others considering WealthEngine:** You get what you pay for, and Wealth Engine is worth the price! If nothing else, the level of customer support is incredible. **What problems is WealthEngine solving and how is that benefiting you?** Wealth Engine gives us an insight into our community and our constituents in a way that allows us to strategize most effectively for annual fundraising and special campaigns. The data we are able to get (and to trust) enables us to focus our efforts to achieve the greatest success. ### 34. Easy to use, beneficial to fundraising **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2019 **What do you like best about WealthEngine?** I like the rating system (P2G scores). Having those ratings makes it very easy to decide if it is a person we should be personally reaching out to, if an email would be best, or if we should not waste time and resources on someone. **What do you dislike about WealthEngine?** I try to ignore the additional info on a prospect such as past addresses and organizations because I find it a little more confusing and that info tends to not be correct. An example of info that I have found incorrect is when I looked up myself it says that I am married, but I have never been married. **What problems is WealthEngine solving and how is that benefiting you?** It helps us to find people that we should be reaching out to for donations. ### 35. Helpful, easy to use, and reasonably priced **Rating:** 4.5/5.0 stars **Reviewed by:** Christina C. | Donor Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2019 **What do you like best about WealthEngine?** intense levels of information, detailed info and occasionally better contact information (such as address or email) than our records have. Their pricing has been reasonable compared to similar systems such as Donor Search. **What do you dislike about WealthEngine?** default giving ability NOT realistic; we often divide that in half or less. Common names often have gifts listed for other people. These are mistakes I've seen on other websites as well. **What problems is WealthEngine solving and how is that benefiting you?** It helps us see which of our donors should be more heavily targeted due to their giving ability. ### 36. One of the most comprehensive prospect research tools **Rating:** 5.0/5.0 stars **Reviewed by:** Phyllis S. | Prospect Research Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2019 **What do you like best about WealthEngine?** The way the information is gathered and presented is very helpful in my position. **What do you dislike about WealthEngine?** There are times when I need to re-check the information I'm seeing in WE. There are times when the information is old or incorrect, although they are few and far between. **Recommendations to others considering WealthEngine:** Useful tool, well-organized, very user-friendly. **What problems is WealthEngine solving and how is that benefiting you?** I am able to quickly gather a pool of high-level prospects on whom I put into our pipeline. It is helpful having detailed stockholdings on insiders. ### 37. ESENTIAL MAJOR GIFT PROSPECTING TOOL **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about WealthEngine?** THE ABILITY TO SCREEN LARGE PORTFOLIOS THEN DIG DEEPER ON INDIVIDUALS **What do you dislike about WealthEngine?** UPLOADING NEW DATA IS A LITTLE CLUNKY AND ALSO THE PROSPECTING TOOL DOES NOT GIVE ENOUGH OPTIONS FOR REFINEMENT OR DROPPING DUPES. **What problems is WealthEngine solving and how is that benefiting you?** IDENTIFYING VIABLE PROSPECTS AND PEOPLE WITH ALIGNED AFINITY ### 38. Silence the noise and get FOCUSED on top prospects **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2019 **What do you like best about WealthEngine?** Look, this product isn't going to spoonfeed you donors who are going to drop a 6-figure donation on you tomorrow. What it will do is help you silence the noise and get focused on your top prospects. It's not perfect, but it's a million times better than winging it. **What do you dislike about WealthEngine?** The user experience and user interface leaves some to be desired, but it's workable. We use it almost primarily through Salesforce, which helps. **What problems is WealthEngine solving and how is that benefiting you?** We have tens of thousands of prospects that need qualifying. WealthEngine instantly qualifies those prospects in a way that saves me literally hundreds of hours of work. ### 39. Review of WE **Rating:** 5.0/5.0 stars **Reviewed by:** Julie S. | Director of Development, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2019 **What do you like best about WealthEngine?** The ease of navigation and accuracy of information **What do you dislike about WealthEngine?** Its price, I would like for it to be more affordable **What problems is WealthEngine solving and how is that benefiting you?** From a benefit standpoint, WE allows us to effectively screen potential donors before we approach them to make an ask. This program lets us better target which people we approach for different initiatives and amounts. ### 40. Effeicent and Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor A. | Development Officer, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2019 **What do you like best about WealthEngine?** The data base is full of useful information that would take me otherwise hours to find on a donor, done in seconds. Mass scoring is also incredibly useful, and the SalesForce integration is easy to use. **What do you dislike about WealthEngine?** I dislike that have not found a way to search people by email address. **What problems is WealthEngine solving and how is that benefiting you?** The research phase for donor qualification has been cut in forth, and there information is easily verifiable. It has made strategic planning a dream. ### 41. I have been using WE for over 10 years. It is a very good aggregator of information. **Rating:** 5.0/5.0 stars **Reviewed by:** William T. | Prospect & Research Management Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2019 **What do you like best about WealthEngine?** Their screening service helps in providing a rank-order list of prospects. While their giving capacities may be not be perfectly accurate, they do provide a starting point for further research. **What do you dislike about WealthEngine?** There is still an issue with the merging of several individuals into one "super prospect." **What problems is WealthEngine solving and how is that benefiting you?** A WE screening gave us a starting point to examine a list of 40K+ names.The main benefit is the time savings realized for the researchers. ### 42. I would recommend Wealth Engine **Rating:** 4.0/5.0 stars **Reviewed by:** April W. | Senior Director, Development Services, Fund-Raising, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2019 **What do you like best about WealthEngine?** My favorite part of Wealth Engine is the ability to perform unlimited one-off searches. **What do you dislike about WealthEngine?** Sometimes the wealth capacity ratings are inaccurate, especially when a constituent's name is common, or if you are searching for someone who is a "senior" "junior" or "III". **Recommendations to others considering WealthEngine:** Wealth Engine is easy to use and is a helpful tool for a prospect management and research department. **What problems is WealthEngine solving and how is that benefiting you?** It helps us to prioritize our major gift suspects for outreach. ### 43. Useful information **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2019 **What do you like best about WealthEngine?** The profile provides a quick and useful overview of prospective donors' giving capacity. I can dig deeper to see preferred charities, causes and possible affiliations. **What do you dislike about WealthEngine?** I wish it was easier to run WE ratings in batches, using our Salesforce database. **What problems is WealthEngine solving and how is that benefiting you?** Wealth Engine allows me to quickly spot prospective donors in a massive database of individuals. It has helped me segment my donor list and spend my time strategically. ### 44. WealthEngine is One-Stop Shop for Assessing Giving Capacity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2019 **What do you like best about WealthEngine?** WealthEngine is critical for obtaining a reasonable understanding of an individual's capacity to give based on numerous factors, mostly highlighted in the full profile option. **What do you dislike about WealthEngine?** Lack of connectivity back to organizations supported by individuals. **What problems is WealthEngine solving and how is that benefiting you?** Assistance with identifying the right prospects for our endeavors and having access to a collection of information that would otherwise take more time to identify and organize. ### 45. WealthEngine Delivers - Easy To Use **Rating:** 5.0/5.0 stars **Reviewed by:** Chris D. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2019 **What do you like best about WealthEngine?** The results- we get very useful information on prospects and, overall, the product is VERY easy to use. **What do you dislike about WealthEngine?** The bulk scoring templates can be somewhat difficult to get used to. **What problems is WealthEngine solving and how is that benefiting you?** Validating purchasing power is the KEY benefit. The benefit to having that data is being able to offer appropriate level products based on purchasing power / net worth. ### 46. Great Product **Rating:** 4.0/5.0 stars **Reviewed by:** Saniya A. | Program coordinator , Enterprise (> 1000 emp.) **Reviewed Date:** February 11, 2019 **What do you like best about WealthEngine?** Ease of use and pulling reports within a short period of time that are reliable **What do you dislike about WealthEngine?** Sometimes cannot make sure if information is correct **What problems is WealthEngine solving and how is that benefiting you?** Pulling quick capacity evaluations from the click of a button and searching property records with ease ### 47. Wealth Engine review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2019 **What do you like best about WealthEngine?** I liked best that my data came back ready to import directly into Raiser's Edge. It imported very smoothly. **What do you dislike about WealthEngine?** That more of the returned data doesn't import into Raiser's Edge. **What problems is WealthEngine solving and how is that benefiting you?** We are looking for new prospects for a capital project. WE has identified new prospects. ### 48. Great source for donor information **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2019 **What do you like best about WealthEngine?** I can verify spouse names and mailing addresses **What do you dislike about WealthEngine?** It is not clear why some people show up in a search and others do not. Not sure what the criteria are for presence in the database. **What problems is WealthEngine solving and how is that benefiting you?** Screening potential board members, verifying spouse names and residence addresses. ### 49. Director of Prospect Development **Rating:** 4.5/5.0 stars **Reviewed by:** Khoi D. | Director of Prospect Development, Higher Education, Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2019 **What do you like best about WealthEngine?** Corelogic real estate information - I can search for multiple properties across the U.S. **What do you dislike about WealthEngine?** Gifts to other organizations are limited **What problems is WealthEngine solving and how is that benefiting you?** None ### 50. Great Service! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2019 **What do you like best about WealthEngine?** The information it gives on our donors and prospects **What do you dislike about WealthEngine?** it can be a little vague and hard to grasp if not properly managed **What problems is WealthEngine solving and how is that benefiting you?** We can learn more about our prospects ## WealthEngine Discussions - [What is Wealthscreen software?](https://www.g2.com/discussions/what-is-wealthscreen-software) - [How much does WealthEngine cost?](https://www.g2.com/discussions/how-much-does-wealthengine-cost) - [Is WealthEngine reliable?](https://www.g2.com/discussions/is-wealthengine-reliable) - [What does WealthEngine do?](https://www.g2.com/discussions/what-does-wealthengine-do) - [View WealthEngine pricing details and edition comparison](https://www.g2.com/products/wealthengine/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+00%3A46%3A57+-0500&secure%5Bsession_id%5D=3646422f-a22a-4e8a-909b-1bf91a343d24&secure%5Btoken%5D=9972a0a55898f48dba0418df66ee002aee3dbe2ce9173ddbeb66b62fcf7be91c&format=llm_user) ## Top WealthEngine Alternatives - [iWave](https://www.g2.com/products/iwave/reviews) - 4.6/5.0 (472 reviews) - [DonorSearch](https://www.g2.com/products/donorsearch/reviews) - 4.6/5.0 (223 reviews) - [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) - 3.9/5.0 (619 reviews)