CO

Cassidy O.

Individual Giving Associate

Civic & Social Organization

Small-Business (50 or fewer emp.)

2/8/2019

"Wealth Engine works for Small Nonprofts"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AP

Verified User in Political Organization

Mid-Market (51-1000 emp.)

3/19/2019

"An expansive resource providing company for non-profits"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

The sheer volume of information available can be overwhelming at times. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UP

Verified User in Performing Arts

Mid-Market (51-1000 emp.)

1/24/2019

"Wealth Engine provides tools for success"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

3/27/2019

"Easy to use, beneficial to fundraising"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

CC

Christina C.

Donor Development Manager

Mid-Market (51-1000 emp.)

5/24/2019

"Helpful, easy to use, and reasonably priced"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

PS

Phyllis S.

Prospect Research Assistant

Mid-Market (51-1000 emp.)

1/29/2019

"One of the most comprehensive prospect research tools"

5/5

What do you like best about WealthEngine?

The way the information is gathered and presented is very helpful in my position. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering WealthEngine:

Useful tool, well-organized, very user-friendly. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

CN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

5/21/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"ESENTIAL MAJOR GIFT PROSPECTING TOOL"

4/5

What do you like best about WealthEngine?

THE ABILITY TO SCREEN LARGE PORTFOLIOS THEN DIG DEEPER ON INDIVIDUALS Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UA

Verified User in Arts and Crafts

Small-Business (50 or fewer emp.)

1/23/2019

"Silence the noise and get FOCUSED on top prospects"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

JS

Julie S.

Director of Development

Small-Business (50 or fewer emp.)

1/24/2019

"Review of WE"

5/5

What do you like best about WealthEngine?

The ease of navigation and accuracy of information Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

Its price, I would like for it to be more affordable Review collected by and hosted on G2.com.

TA

Taylor A.

Development Officer

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

2/27/2019

"Effeicent and Effective"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

I dislike that have not found a way to search people by email address. Review collected by and hosted on G2.com.