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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
Geoffrey E. C.
GC
Geoffrey E. C.
Community-Based Nonprofit Leader
05/15/2020
Validated Reviewer
Review source: Organic

Wealth Engine is a must have for serious fundraising and smart customer service.

|WealthEngine
My experience with Wealth Engine is all positive. In fact, I wouldn't manage a comprehensive development/fundraising program without it. And it seems to be getting bigger and smarter all the time. I used to screen and qualify major donor prospects using WE, but I find my team using it to screen more and more visitors (from ticket buyers to other constituents) and we find a lot more capacity than we knew existed from the folks who use our services. I like that its approachable interface. I am not a skilled database person, but I use WE almost daily.
JC
James C.
05/12/2020
Validated Reviewer
Verified Current User
Review source: Organic

Easy to use and valuable information

|WealthEngine
I appreciate how quickly I can get a broad base of information about someone and a number of different indicators that help me to understand their wealth.
Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
11/14/2019
Validated Reviewer
Verified Current User
Review source: Organic

Less functional and accurate than other products

|WealthEngine
I like RealQuest Property Search, it has good information and is helpful when researching a prospect that has a lot of real estate information to look into.

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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