--- title: WealthEngine Reviews meta_title: 'WealthEngine Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 67 reviews by the users' company size, role or industry to find out how WealthEngine works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 67 scale: '5' date_modified: '2026-08-07' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # 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. 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. ### 2. 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. ## 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?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+12%3A31%3A16+-0500&secure%5Bsession_id%5D=94733acc-1c86-4832-89b3-7c09aafac142&secure%5Btoken%5D=c1b16210ebcd0cf015e1e0f50b0170c980c10e48d22cbd65a492645bde779c01&format=llm_user) ## WealthEngine Features **Additional Functionality** - Activity Tracking - Social Marketing - Generative AI - Accounting - Customizable Reports - CRM - Customizable Forms - Fund Accounting - Forms Management - Real-Time Analytics - Member Database - Alerts/Notifications - Communication Management - Customizable Templates - Budgeting/Forecasting - Mobile Access - Event Scheduling - Donor Management - Attendance Management - Activity Dashboard - Reporting & Statistics - Volunteer Management - Real-Time Reporting - For Nonprofits - Recurring/Subscription Billing - Access Controls/Permissions - Calendar Management - Third-Party Integrations - Customizable Branding - Registration Management - Campaign Management - Event Management - Document Storage - API - Contact Management - Website Management - Credit Card Processing - Membership Management - Data Import/Export - Electronic Payments - Accounting Integration - Grant Management - Dues Management - Committee Management - AI Copilot - Fundraising Management - Customizable Fields ## Top WealthEngine Alternatives - [iWave](https://www.g2.com/products/iwave/reviews) - 4.6/5.0 (534 reviews) - [DonorSearch](https://www.g2.com/products/donorsearch/reviews) - 4.6/5.0 (224 reviews) - [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) - 3.9/5.0 (638 reviews)