Find. Engage. Influence.

Marketing & Fundraising Intelligence

Find prospects with the propensity to spend and the affinity to engage,
then influence and retain them in unique and personal ways.

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Meet Our Clients: Over 4,000 and Counting


Go Beyond Wealth

Data Services

Data Services

WealthEngine aggregates, integrates and enhances a vast array of data on the wealth, lifestyles and spending habits of almost every household in the US and UK. We have the most accurate and comprehensive wealth intelligence in the market.

Analytics Services

Analytics Services

WealthEngine helps you uncover hidden potential in your customer database, giving insight into the people you do business with and delivering innovative solutions to help you find new prospects that meet the profile of your best customers or donors.

Marketing Services

Marketing Services

Our insights-driven integrated marketing solutions utilize our precision targeting to help you drive stronger responses and higher conversions. Execute campaigns across multiple channels easily in real time, with one easy resource.


What’s New

WealthEngine Transforms Wealth Intelligence into New Digital Landscape
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Business Intelligence: A Model for Nonprofits
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WealthEngine Announces Newest Board Member
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WealthEngine Launches Nonprofit Package for Salesforce on Salesforce1 AppExchange
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WealthEngine Announces Partner Summit
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In The Know

As a luxury marketer you are working harder than ever to acquire and retain your high net worth customers. But do you know them well enough to get the job done? You’re used to delivering personalized, customized service once you win customers. but are you personalizing your marketing outreach to maximize the chances of conversion?

Our new eBook, The Luxury Marketers Guide to Engaging and Winning HNW Customers, shows you how to get to know them before they become customers and outlines key action items to help you engage and retain your best customers.  Harness the power of Big Data to gain deeper customer insight, increase loyalty and drive revenues.

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Stay Connected

@WealthEngine

3 cores principles to driving business - attract effectively, serve extremely well, retain for the long term (via #WealthEngine webinar )

Wednesday September 17, 2014

@WealthEngine

84% of the affluent want to connect emotionally w/ you first, then justify their decision to engage w/ you with logic (via #WealthEngine...

Wednesday September 17, 2014

@WealthEngine

All wealth is not created equal. Determine what type of wealth fits into your practice, and is your specialty. (via #WealthEngine webinar)

Wednesday September 17, 2014

@WealthEngine

It's a competitive business. Challenges include fierce competition to increase share of wallet, growing affluent customer & HNW business...

Wednesday September 17, 2014

@WealthEngine

Today we'll be talking about the mass affluent, how they differ from the other categories, and their growth. (via #WealthEngine webinar)

Wednesday September 17, 2014

@WealthEngine

There are 435K #financial advisors. This will grow by 27% in the next 8 years. (via #WealthEngine webinar)

Wednesday September 17, 2014

@WealthEngine

Time for our webinar - Grow Your Business with the Right HNW Prospects w/ WealthEngine's James Dean & John Bowen of CEG Worldwide #financial

Wednesday September 17, 2014

@WealthEngine

Step 7 - Thank and steward. If you can, give your thank you within 24 hours. (via #WealthEngine webinar)

Tuesday August 19, 2014

@WealthEngine

Step 7 - Thank and steward. If you can, give your thank you within 24 hours. (via #WealthEngine webinar)

Tuesday August 19, 2014

@WealthEngine

Ask some open-ended questions to get your prospect talking. (via #WealthEngine webinar)

Tuesday August 19, 2014

@WealthEngine

Ask some open-ended questions to get your prospect talking. (via #WealthEngine webinar)

Tuesday August 19, 2014

@WealthEngine

Step 6 - Ask for a gift. Kathie's tip for making the ask - relax. Remember, you've already had conversations w/ the donor. (via...

Tuesday August 19, 2014

@WealthEngine

Step 6 - Ask for a gift. Kathie's tip for making the ask - relax. Remember, you've already had conversations w/ the donor. (via...

Tuesday August 19, 2014

@WealthEngine

Determine who will make the ask, and of course, what the ask amount should be. (via #WealthEngine webinar)

Tuesday August 19, 2014

@WealthEngine

Determine who will make the ask, and of course, what the ask amount should be. (via #WealthEngine webinar)

Tuesday August 19, 2014

@WealthEngine

Step 5 - Prepare for the ask. Make sure your donor knows why you're meeting. Determine who should attend. (via #WealthEngine webinar)

Tuesday August 19, 2014

@WealthEngine

Step 5 - Prepare for the ask. Make sure your donor knows why you're meeting. Determine who should attend. (via #WealthEngine webinar)

Tuesday August 19, 2014

@WealthEngine

Step 4 - Cultivate your prospects. For each of your top prospects, create an individualized cultivation plan. (via #WealthEngine webinar)

Tuesday August 19, 2014

@WealthEngine

Step 4 - Cultivate your prospects. For each of your top prospects, create an individualized cultivation plan. (via #WealthEngine webinar)

Tuesday August 19, 2014

@WealthEngine

Qualify your prospects in terms of closeness, affinity, and capacity. (Via #WealthEngine webinar)

Tuesday August 19, 2014