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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

Review Filters
Profile Name
Star Rating
44
15
4
2
2
Doug O.
DO
Doug O.
Campaign Director at San Diego Repertory Theatre
11/02/2021
Validated Reviewer
Verified Current User
Review source: Organic

Quickest Way to Learn Donor Giving Capacity

|WealthEngine
How quick and easy it is to learn a donor or potential donor's giving capacity, as well as to verify their address when mail is returned to us.
Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
08/12/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

A former leader in their industry, but have had some serious issues in last couple of years.

|WealthEngine
Their platform is intuitive and user-friendly. They provide several data points and additional tools beyond simple wealth screening. Users can easily integrate their databases with API, but there are some issues with the Salesforce installed package.
Casey B.
CB
Casey B.
07/26/2020
Validated Reviewer
Review source: Organic

Very easy and simple to use.

|WealthEngine
My least sophisticated clients can use with little to no training.

About

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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