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WealthEngine

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4.3 out of 5 stars
67 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
1991
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WealthEngine

67 reviews

Find prospects with the propensity to spend and the affinity to engage, then influence and retain them in unique and personal ways.

Profile Name

Star Rating

44
15
4
2
2

WealthEngine Reviews

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Profile Name
Star Rating
44
15
4
2
2
Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
03/27/2019
Validated Reviewer
Verified Current User
Review source: Organic

Easy to use, beneficial to fundraising

|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.
Verified User in Political Organization
AP
Verified User in Political Organization
03/19/2019
Validated Reviewer
Verified Current User
Review source: Organic

An expansive resource providing company for non-profits

|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.
Derek F.
DF
Derek F.
Director of Development Operations at Olivet Nazarene University
03/01/2019
Validated Reviewer
Verified Current User
Review source: Organic

I have been using WealthEngine for many years and find it a very usefule tool.

|WealthEngine
I like how WealthEngine evaluates our prospects in a variety of useful ways: Real Estate Value, Estimated Income, Donations to non-profits, Estimated Net Worth, etc. This helps us quickly identify our top prospects. The data is pretty accurate, but like any research, you will want to do some of your own verification of the data. WealthEngine gives us a GREAT starting point in evaluating donors.

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HQ Location:
Bethesda, Maryland

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@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