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WealthEngine

Know Your Prospect. Know Your Customer.

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Overview

WealthEngine is a wealth intelligence platform that provides detailed profiles of individuals, including their wealth, lifestyle, and philanthropic interests. The platform helps organizations in both the nonprofit and for-profit sectors to identify and understand their ideal prospects and customers. WealthEngine's data and analytics enable more targeted and effective fundraising and marketing efforts.

✨ Key Features

  • Wealth Screening
  • Prospect Research
  • Data Appending
  • Predictive Modeling
  • API and Integrations
  • Audience Segmentation

🎯 Key Differentiators

  • Broad applicability across nonprofit and for-profit sectors
  • Extensive lifestyle and demographic data
  • Powerful predictive modeling capabilities

Unique Value: Provides comprehensive wealth and lifestyle insights to help organizations connect with their most valuable prospects and customers.

🎯 Use Cases (5)

Identifying high-net-worth individuals Conducting in-depth prospect research Enriching customer and donor databases Segmenting audiences for targeted marketing Predicting likelihood to give or purchase

✅ Best For

  • Major gift fundraising
  • Luxury brand marketing
  • Financial services prospecting

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small organizations with limited budgets
  • Companies not focused on high-value prospects or customers

🏆 Alternatives

DonorSearch iWave LexisNexis

Offers a broader range of data and applications beyond just the nonprofit sector.

💻 Platforms

Web API

🔌 Integrations

Salesforce Blackbaud Ellucian Microsoft Dynamics 365

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

✓ 14-day free trial

Visit WealthEngine Website →