Product Avatar Image

WealthEngine

Show rating breakdown
67 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
1991
Profile Filters

All Products & Services

Profile Name

Star Rating

44
15
4
2
2

WealthEngine Reviews

Review Filters
Profile Name
Star Rating
44
15
4
2
2
Al M.
AM
Al M.
Independent Consultant at Milano Associates
08/19/2019
Validated Reviewer
Verified Current User
Review source: Organic

Wealth Engine is an essential tool for a professional fundraiser to have and use.

The data is comprehensive and when it is correlated correctly it provides a clear picture of a person's net worth and philanthropic priorities.
Katelyn E.
KE
Katelyn E.
Coordinator of Donor Services at Presbyterian School of Houston
08/16/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Wealth Engine Review

I like how quickly I can receive results from information I input.
Verified User in Higher Education
UH
Verified User in Higher Education
08/09/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Helpful Tool for Prospect Research

WealthEngine is very user-friendly. I am an Associate Director in Prospect Research and we use this tool very frequently-- specifically, when creating research profiles. We love that the information we receive from WealthEngine is accurate-- especially in the Charitable Donations section.

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