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 Review collected by and hosted on G2.com.

I wish more of the features were included in the base price Review collected by and hosted on G2.com.

Ease of navigation on the site and the information acquired. The propensity to give score is a good overall starting point. Review collected by and hosted on G2.com.

Have had some problems uploading files for analysis. May have more to do with the data prep than Wealth Engine. Review collected by and hosted on G2.com.

That all wealth information is compiled in an easy to read format. Review collected by and hosted on G2.com.

I honestly have no complaints. If there was a better way to vet common last names, that would be helpful though. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

Easy to navigate site and ease of uploading using provided template. Good array of information. Review collected by and hosted on G2.com.

Occasional glitch in uploading a file.Help team is quick to respond. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I cannot think of anything that I dislike about this product. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.