WealthEngine: Wealth Intelligence and Prospect Research
WealthEngine helps nonprofits and businesses identify high-net-worth prospects and analyze donor capacity. It is designed for organizations that need to segment audiences based on financial attributes to inform fundraising or sales strategies.
At a glance
- Category
- Sales
- Best for
- Nonprofit fundraising teams, Luxury retail marketers, Financial services business development, Higher education advancement offices, Professional services firms
- Pricing
- Pricing was not clearly available from the provided evidence. The API is priced based on the number of profiles returned. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Nonprofit Donor Research, High-Net-Worth Prospecting, Wealth Verification, Campaign Personalization
- Integrations
- Salesforce, Ellucian, Blackbaud RaisersEdge
- Official website
- wealthengine.com
WealthEngine is a wealth intelligence platform designed for fundraising, marketing, and business development professionals. It uses machine learning to analyze data points, creating profiles that provide insights into an individual's financial capacity, net worth, and propensity to donate or spend.
The tool supports a variety of users, including those in higher education, healthcare, luxury retail, and financial services. It helps these organizations identify investable assets, real estate values, and giving history.
Buyers can access these insights through a platform interface or a developer API for real time lookups. Because the tool relies on external data matching, buyers should confirm expected match rates, as not every individual in the U.S. population is available in the database.
Key Features
Analyzes existing contacts to identify high-net-worth individuals and their capacity to give or invest.
Helps users find potential wealthy prospects based on specific wealth attributes and demographics.
Automatically segments contacts to help prioritize outreach based on financial capacity and propensity.
Supports real time lookups of net worth, income, and wealth attributes via name, address, email, or phone.
Groups audiences by wealth and lifestyle insights to support personalized marketing campaigns.
Use Cases
Identifying potential major donors by screening constituent lists for giving capacity.
Finding potential clients for luxury brands or financial services using wealth intelligence.
Using the API to identify financial attributes during event registration or website sign-ups.
Segmenting marketing lists to ensure high-value offers reach the intended audience.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. The API is priced based on the number of profiles returned. Buyers should confirm current pricing on the vendor website.
FAQ
The platform provides insights into net worth, income, real estate value, investible assets, and for nonprofits, a Propensity to Give (P2G) score.
It is designed for fundraising, marketing, and business development professionals in both nonprofits and for-profit businesses, such as luxury retail and financial services.
Yes, it offers a RESTful API that allows users to perform real time lookups of wealth attributes using name/address, email, or phone numbers.
WealthEngine integrates with over 35 systems, including Salesforce, Ellucian, and Blackbaud RaisersEdge.
Source category: Sales
Source subcategory: Lead Generation
