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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
Barbara B.
BB
Barbara B.
Donor Relations at Food For The Poor
07/16/2019
Validated Reviewer
Verified Current User
Review source: Organic

Senior Development Advisor

|WealthEngine
I've been using it for at least 4 years now and this new version is easier to use. I see more accuracy in the Charity category and can determine if that donor has given to all these non-profits or not. I really like searching by Address so I can see (all) the profiles of people who either live or have lived there. If there is a relationship, I can know more about my donor from this quick and easy software serch
KE
Katelyn E.
07/12/2019
Validated Reviewer
Verified Current User
Review source: Organic

Wealth Engine Screening

|WealthEngine
I was having trouble with uploading my screening and the help center/support was so responsive and helpful! The website is also very accessible! I have not used it much but I believe once we start fundraising more it will help us see where we can improved.
Christina C.
CC
Christina C.
Fund Development Coordinator at Girl Scouts of Central and Southern New Jersey
05/24/2019
Validated Reviewer
Review source: Organic

Helpful, easy to use, and reasonably priced

|WealthEngine
intense levels of information, detailed info and occasionally better contact information (such as address or email) than our records have. Their pricing has been reasonable compared to similar systems such as Donor Search.

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