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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
Verified User in Non-Profit Organization Management
CN
Verified User in Non-Profit Organization Management
05/21/2019
Validated Reviewer
Verified Current User
Review source: Organic

ESENTIAL MAJOR GIFT PROSPECTING TOOL

|WealthEngine
THE ABILITY TO SCREEN LARGE PORTFOLIOS THEN DIG DEEPER ON INDIVIDUALS
Verified User in Fund-Raising
UF
Verified User in Fund-Raising
04/22/2019
Validated Reviewer
Verified Current User
Review source: Organic

I love Wealth Engine!

|WealthEngine
I like being able to make the connections between spouses, siblings, and parents. Those are frequently elusive relationships/connections if you're relying on any other search tool. Wealth Engine is literally the only company that culls information from so many sources. What historically took me hours, I can now identify in minutes
Verified User in Fund-Raising
CF
Verified User in Fund-Raising
04/05/2019
Validated Reviewer
Verified Current User
Review source: Organic

After reviewing the top providers, Wealth Engine is best.

|WealthEngine
CoreLogic, included with WealthEngine, allows me to search for property values by property address, mailing address, and owner name (including corporate name). I can find properties by corporate name which can't be done with any other provider. Wealth Engine provides stock information along with a complete list of historic trades which is a great time saver.

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