I appreciate that you can pull up one contact at a time without doing a complete data upload or database scan. It's often helpful to do a one-off search without going through the longer data pull/upload process.

I also like their metrics, including propensity to give, overall wealth range, stock ownership, multi-property ownership, etc. Review collected by and hosted on G2.com.

Sometimes, The data isn't as pinpointed as other similar services. And, I often wonder how frequently the data is updated (they say often), but there can be items I know about a contact (and presumably, is publically available information), that WealthEngine hasn't yet updated in their database. Review collected by and hosted on G2.com.