WT
William T.
Prospect & Research Management Analyst
Mid-Market (51-1000 emp.)
"I have been using WE for over 10 years. It is a very good aggregator of information."
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

There is still an issue with the merging of several individuals into one "super prospect." Review collected by and hosted on G2.com.

April W.
AW
April W.
Senior Director, Development Services
Fund-Raising
Mid-Market (51-1000 emp.)
"I would recommend Wealth Engine"
4/5
What do you like best about WealthEngine?

My favorite part of Wealth Engine is the ability to perform unlimited one-off searches. Review collected by and hosted on G2.com.

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

Verified User in Sports
AS
Verified User in Sports
Small-Business (50 or fewer emp.)
"Useful information"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

I wish it was easier to run WE ratings in batches, using our Salesforce database. Review collected by and hosted on G2.com.

Verified User in Primary/Secondary Education
UP
Verified User in Primary/Secondary Education
Mid-Market (51-1000 emp.)
"WealthEngine is One-Stop Shop for Assessing Giving Capacity"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

Lack of connectivity back to organizations supported by individuals. Review collected by and hosted on G2.com.

CD
Chris D.
CTO
Small-Business (50 or fewer emp.)
"WealthEngine Delivers - Easy To Use"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

The bulk scoring templates can be somewhat difficult to get used to. Review collected by and hosted on G2.com.

SA
Saniya A.
Program coordinator
Enterprise (> 1000 emp.)
"Great Product"
4/5
What do you like best about WealthEngine?

Ease of use and pulling reports within a short period of time that are reliable Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

Sometimes cannot make sure if information is correct Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
Enterprise (> 1000 emp.)
"Wealth Engine review"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

That more of the returned data doesn't import into Raiser's Edge. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Great source for donor information"
5/5
What do you like best about WealthEngine?

I can verify spouse names and mailing addresses Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Khoi D.
KD
Khoi D.
Director of Prospect Development
Higher Education
Mid-Market (51-1000 emp.)
"Director of Prospect Development"
4.5/5
What do you like best about WealthEngine?

Corelogic real estate information - I can search for multiple properties across the U.S. Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

Gifts to other organizations are limited Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Great Service!"
4.5/5
What do you like best about WealthEngine?

The information it gives on our donors and prospects Review collected by and hosted on G2.com.

What do you dislike about WealthEngine?

it can be a little vague and hard to grasp if not properly managed Review collected by and hosted on G2.com.