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WealthEngine

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67 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
1991
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44
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WealthEngine Reviews

Review Filters
Profile Name
Star Rating
44
15
4
2
2
Jay W.
JW
Jay W.
06/24/2024
Validated Reviewer
Verified Current User
Review source: Organic

Easy peasy, info rich

Easy to navigate site and ease of uploading using provided template. Good array of information.
Verified User in Higher Education
UH
Verified User in Higher Education
08/09/2023
Validated Reviewer
Review source: Organic

An easy tool for researchers

The interface is one that a user can easily navigate. I appreicate the way the data is laid out and when you research someone's wealth it provides an easy net worth number to use in your research.
Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
06/30/2023
Validated Reviewer
Review source: Organic
Incentivized Review

Appreciate the flexibility of the system

I appreciate that you can pull up one contact at a time without doing a complete data upload or database scan. It's often helpful to do a one-off search without going through the longer data pull/upload process. I also like their metrics, including propensity to give, overall wealth range, stock ownership, multi-property ownership, etc.

About

Contact

HQ Location:
Bethesda, Maryland

Social

@WealthEngine

What is WealthEngine?

WealthEngine is a provider of wealth intelligence solutions designed to help organizations identify and engage high-net-worth prospects. Through data-driven insights, the platform offers tools for prospect research, wealth screening, and predictive analytics to enable more targeted fundraising and marketing efforts. WealthEngine serves a variety of sectors, including nonprofits, financial services, luxury markets, and higher education, by enhancing their ability to reach affluent individuals and donors. The company focuses on delivering actionable intelligence to drive successful relationship-building and fundraising campaigns.

Details

Year Founded
1991