Product Avatar Image

WealthEngine

Show rating breakdown
4.3 out of 5 stars
67 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
1991
Profile Filters

All Products & Services

Product Avatar Image
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
SH
Steve H.
04/05/2019
Validated Reviewer
Verified Current User
Review source: Organic

Wealth Engine

|WealthEngine
I enjoy using the product because we can get insights on our constituents related to income and see what type of efforts they might already be involved in other areas. The P2G score is probably the most useful part of WE because it's possible to get a quick read on a person with a glance and then prospect further instead of wasting time on a less qualified individual.
CM
Christine M.
04/03/2019
Validated Reviewer
Verified Current User
Review source: Organic

Easy to Use, reliable information

|WealthEngine
That all wealth information is compiled in an easy to read format.
Brent T.
BT
Brent T.
Donor Systems Specialist at WakeMed Foundation
03/29/2019
Validated Reviewer
Review source: Organic

WealthEngine is a Great Resource

|WealthEngine
Screening results were returned within minutes minimizing delays in our processes. Reports were clear and concise. Data was easily imported into our CRM software - Raiser's Edge from Blackbaud. WealthEngine staff are very knowledgeable and great to deal with. They were very helpful when I first started with my company and needed to have myself added as the administrator when the previous administrator was no longer here.

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