# 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. Great for Research Purposes **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole K. | Associate Director, Prospect Research and Development Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 16, 2018 **What do you like best about WealthEngine?** We use WealthEngine on a daily basis to estimate certain wealth attributes of alumni in our database. I like how easy it is to use and I also like that the information provided is straight-forward and easy to interpret. **What do you dislike about WealthEngine?** There really isn't anything I dislike about WealthEngine. This is by far my favorite product I use for work. It is also the easiest. I feel confident that the information provided is accurate. **Recommendations to others considering WealthEngine:** I would definitely recommend this product to individuals working in Advancement. It is a great prospect research tool! **What problems is WealthEngine solving and how is that benefiting you?** We use WealthEngine when creating profiles for our alumni. We can find information regarding their giving capacities, stock information, and charitable giving history. ### 2. Easy to use. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2018 **What do you like best about WealthEngine?** Wealth Engine's search is easy to use. The results offer a lot of information. I really like that they show previous known addresses. **What do you dislike about WealthEngine?** At time some of the information that comes back is outdated or wrong. **What problems is WealthEngine solving and how is that benefiting you?** It helps finding new addresses. ### 3. Wealth Engine for Non Profit **Rating:** 3.5/5.0 stars **Reviewed by:** Katie M. | Corporate Relations Manager, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2018 **What do you like best about WealthEngine?** I have my reports set up to sync daily, so I know the exact time they will be there. It's helpful during a busy day. **What do you dislike about WealthEngine?** I know I don't use this to the fullest, I need to spend some time learning more about the program. **Recommendations to others considering WealthEngine:** Like I said, I don't know the ins and outs as well as I should, but it gets the job done. **What problems is WealthEngine solving and how is that benefiting you?** I work for a hospital foundation, this helps us evaluate patients for outreach and prospecting. ### 4. Good reporting, but expensive/inflexible for a batch solution **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2017 **What do you like best about WealthEngine?** Wealth Engine provides solid reporting that we have found to be generally accurate. When there's a match to find, WE has generally found it, and while the data isn't always perfect, it's a good indicator for where to start with fundraising and targeting mid and major level donors. **What do you dislike about WealthEngine?** Batching data in and out of WE is frustratingly opaque, and the customer service leads something to be desired. Sales team also employs some rather shady 'used-car-dealer' negotiation styles - we were given the classic "we have this sale until friday at 4pm, it's the lowest ever, but you have to agree now, and we definitely can't offer the sale price next Monday which is when we are available to answer your questions about the product." One final dislike - WE changed the way their data was reported a year or two ago, meaning there are now discrepancies between our data sets, which makes it hard to do comprehensive reporting for multiple years. **What problems is WealthEngine solving and how is that benefiting you?** The largest benefit we've seen is an easy way to see help classify our donors into tiers - general, mid, major. ### 5. Incredible wealth screening tool **Rating:** 5.0/5.0 stars **Reviewed by:** Edward P. | Engagement Director, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2017 **What do you like best about WealthEngine?** What I like best about Wealth Engine is the ability to connect everything directly into our CRM, Salesforce. It makes reporting, communication, and all the tools easier to use! **What do you dislike about WealthEngine?** I do not like that you have to pay for all users to see the data in Wealth Engine and that was actually miscommunicated to me in the sales process. **What problems is WealthEngine solving and how is that benefiting you?** We are able to screen all of our donor's and their giving potential. This helps us prioritize various relationships to increase our revenue. ### 6. Extremely helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about WealthEngine?** Wealth engine makes it easy to focus attention on high-dollar donors, especially when conducting outreach to potential new donors. **What do you dislike about WealthEngine?** Some of the information is not always accurate, which can make things difficult. **What problems is WealthEngine solving and how is that benefiting you?** Wealth engine saves time by allowing users to identify donors with significant giving potential and focusing time and attention on those specific donors. ### 7. Disappointing customer service **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2017 **What do you like best about WealthEngine?** The program has many areas that it can help a company with **What do you dislike about WealthEngine?** Disappointing customer service and communication. The representatives are unresponsive and not helpful so much so that we discontinued use **What problems is WealthEngine solving and how is that benefiting you?** We used wealth engine to help with our customer database ### 8. WealthEngine review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2017 **What do you like best about WealthEngine?** Ease of use - to find basic information on prospects/donors. Information such as real estate holdings is pretty easy. **What do you dislike about WealthEngine?** Not necessarily up to date, and an overreliance on real estate holdings for estimated capacities of giving. **Recommendations to others considering WealthEngine:** It's a tool, and not the end all for donor/prospect research. It has multiple databases, which is convenient and can give quick snapshots of donors. Also putting profiles together is very easy. **What problems is WealthEngine solving and how is that benefiting you?** Not so much business problems being solved, but WealthEngine has been a good tool for us to use when researching prospects and getting an idea of their interests, capacity to contribute to our organization. ### 9. Great tool for fundraisers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2017 **What do you like best about WealthEngine?** Being able to search on donors and find their financial information to prospect **What do you dislike about WealthEngine?** Nothing at this moment. I really enjoy using the tool. **What problems is WealthEngine solving and how is that benefiting you?** Finding donor information ### 10. Good product but data organization and verification could be better **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2016 **What do you like best about WealthEngine?** I like that all the data for an individual can be seen on one page. Most data is good but all of it needs to be verified as some data changes quite rapidly especially for large donors. **What do you dislike about WealthEngine?** Verification can be cumbersome. It can be hard to identify what is historical data and what is current data. For full integration with Salesforce their is a monthly cost per user. as a nonprofit this was out of our budget. **What problems is WealthEngine solving and how is that benefiting you?** We have been able to do more targeted direct mailings based on the analysis WealthEngine has done on our database and their rating system. It has also been helpful as we prioritize who our development staff will meet with when they visit an area. ### 11. Identify Good Prospects in Your Donor Pool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Publishing | Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2016 **What do you like best about WealthEngine?** WealthEngine provides clear and simple wealth ratings for our prospects. In addition to that, they offer other innovative products like real-time prospect modeling which allow you to get to know your donors in a different way. **What do you dislike about WealthEngine?** The results page can use some work. Sometimes the results lag a bit to load and it's hard to keep them neatly organized. **Recommendations to others considering WealthEngine:** Better when screening a large pool of donors or if you want to model your current pool. **What problems is WealthEngine solving and how is that benefiting you?** This is a great tool to help feed annual giving prospects to our gift officers. ### 12. WealthEngine: simple wealth management, connected to Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2016 **What do you like best about WealthEngine?** WealthEngine offers a great wealth database. Its simple Salesforce integration helps us target our email campaigns, track campaign influence, and even plan personal outreach. Would recommend. **What do you dislike about WealthEngine?** The Salesforce integration with WealthEngine can be a bit clunky. For instance, I have to set different contact page layouts by profile so non-WE users don't see an error where the app should appear. **What problems is WealthEngine solving and how is that benefiting you?** It's great to be able to see prospective, current and past donors' activities, alongside their potential ability to give, click rates, campaign influence, etc. all in one place (Salesforce). WealthEngine is easily embedded into Salesforce contact records to give our fundraising team a nice overall sense of engagement. ### 13. Best App on the market for comprehensive wealth information and salesforce integration. **Rating:** 5.0/5.0 stars **Reviewed by:** Lucas V. | Database Administrator, Philanthropy, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2016 **What do you like best about WealthEngine?** First off I love the fact that Wealth Engine continues to innovate their product. Every year since we have had wealth Engine they have added some type of new service. The support and sales people are wonderful to talk with and very helpful. They are by far and wide the best ones doing what they do with their their integration with salesforce. **What do you dislike about WealthEngine?** The only thing that is somewhat negative is the price. It is by far the most expensive app that we subscribe to on an annual basis. However, the information that we can gather and insight that we can gain into our donor base is well worth the price tag. **Recommendations to others considering WealthEngine:** Make this budget item in your annual budget, it is worth it. **What problems is WealthEngine solving and how is that benefiting you?** Gain insight and knowledge on our donor bases wealth. The benefits are not only having this data directly in Salesforce but using it in meaningful and impact-full ways. ### 14. Not much better or worse than competitors **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2016 **What do you like best about WealthEngine?** It is really a means of streamlining the research process. All of the information is publically available through basic google and local property record searches. That said, it does the job fine. **What do you dislike about WealthEngine?** Not the slickest interface/design. duplicate real estate records. outdated and incomplete charitable giving history. **Recommendations to others considering WealthEngine:** It's fine. iWave is slicker. **What problems is WealthEngine solving and how is that benefiting you?** It has helped streamline and organize the research process. ### 15. Great Product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2016 **What do you like best about WealthEngine?** This product is easy to use. HelpDesk and training staff are very helpful to both teach and answer questions. **What do you dislike about WealthEngine?** We began to use WealthEngine without any training. The problem was ours, not theirs. We failed to take advantage of the resources available and therefore did not use the software to its fullest potential. **What problems is WealthEngine solving and how is that benefiting you?** Greater information about our donors and alumni was acquired. ### 16. Donor Prospecting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2017 **What do you like best about WealthEngine?** Provides at your fingertips (keyboard) information on your donor pool to provide better prospecting opportunities from your donor pool. **What do you dislike about WealthEngine?** It can be expensive for smaller non-profits. **What problems is WealthEngine solving and how is that benefiting you?** We are building up our donor pool and donor resaearch department and wealth engine has been helpful in this. ### 17. Best prospect research tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Performing Arts | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2016 **What do you like best about WealthEngine?** It is incredibly easy to find what you are looking for - wealth capacity, propensity to give, bequests, etc. **What do you dislike about WealthEngine?** Profiles aren't the easiest to digest. I wish WE offered more customizations here. **Recommendations to others considering WealthEngine:** WE continues to offer the best improvements - if they don't have what you need right now, they will soon! **What problems is WealthEngine solving and how is that benefiting you?** With the info that Wealth Engine provides, I was able to effectively streamline moves management strategies and increase annual fund donations. Wealth screenings were also incredibly easy to run! ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-05+13%3A20%3A03+-0500&secure%5Bsession_id%5D=cacd0652-2ece-4611-8f20-5806c9795c4f&secure%5Btoken%5D=d433aa565861c7476b2d9f4468f03bd2c41c524f27c4a751a5c27e37f9131a72&format=llm_user) ## Top WealthEngine Alternatives - [iWave](https://www.g2.com/products/iwave/reviews) - 4.6/5.0 (475 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 (621 reviews)