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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
BW
Bobby W.
08/02/2019
Validated Reviewer
Verified Current User
Review source: Organic

Excellent training and support

|WealthEngine
As a new user, their training video and calls were able to get me up to speed. I did have an issue with an interface with my Arreva CSM. It was Arreva's issue, and I had to re-run a list of the size that put me over my purchased number of searches. The WE team were quick to respond and fix the issue to my satisfaction. It took Arreva support 30 days and it took WE less than 1.
VW
Varessa W.
07/31/2019
Validated Reviewer
Review source: Organic

Wealth Engine really assists smaller Development Offices

|WealthEngine
In a smaller development office sometimes there is not a full-time researcher. WealthEngine gives everyone the ability especially Major Gift Officers to do their own research in a very timely manner. Especially if we have visits scheduled and need a quick but thorough and accurate rating, WealthEngine lets me know what is appropriate to ask for and also gives me affiliations they may have in the community.
Verified User in Financial Services
UF
Verified User in Financial Services
07/22/2019
Validated Reviewer
Verified Current User
Review source: Organic

Wealth engine Review

|WealthEngine
I love the design and format of Wealth Engine, it is really user friendly. More Specifically the search results window, and the person profile. I like how the search results window provides a lot of information before you click on a person. It makes it easier to determine if that the person your looking for. I love how the personal profile has detailed information, a lot of it thats hard to find on your own.

About

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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