Experience. Leadership. Innovation.

For more than two decades, WealthEngine has provided wealth intelligence solutions to help fundraising, marketing and business development professionals create strategies to extend their reach and build their prospect pipeline. Our track record of success spans across 21+ years, 3,700+ clients and millions of fundraising dollars raised.  Headquartered in Bethesda, MD, WealthEngine provides clients in the United States and the United Kingdom with solutions that provide a complete picture of the people they already know, and tools to find new people they would like to get to know. We work with nonprofits, hospitals, institutions of higher education, political campaigns and advocacy groups of all sizes as well as luxury organizations and financial services firms to help them effectively identify individuals with the net worth, income, lifestyle and affinity to become their next top donor or customer.

Our strategic intent is to be the go-to place for consumer and donor intelligence to achieve fundraising, sales and marketing success.

Operating Principles

WE is client-focused

Whatever the situation, we keep the client as top priority.

WE is quality-focused

We provide solutions that we are proud to stamp with the WealthEngine brand.

WE seeks to get the answer from the source

We endorse the saying that "No man is an island, entire of himself." We identify and partner with the right resources to provide the best solution.

If you are not changing, you are not growing. My vision for WealthEngine is to always have the company evolve to best meet the needs of our clients.

Core Values

Commit to innovation, inspiration, perspiration and cologne

We all must share a desire to be innovative, to inspire each other and our market, work hard and keep the office a good place to work for everyone.

Encourage collaboration

By working with each other and encouraging others to do the same, we create an environment where no one is working towards individual goals but goals we all desire to achieve.

Act with integrity and honesty

Integrity and honesty are both often measured not by what you do when someone else is watching but what we do when no one is around.

Embrace openness and transparency

No closed doors, dashboards that track our metrics and everyone knows how we are doing – manage without emotion.

Focus on the Client as the Center of our Universe

We are here for one reason only.

Work hard, believe in each other, improve everyday

Great companies are not created 9-5, each one of us plays an important role and every day is an opportunity to grow.

Take our clients seriously but never ourselves

Be humble, be able to laugh at yourself.

Believe in the adventure

This is not a normal place to work – it’s an adventure.

Have fun and curse creatively

If the CEO raps a few verses that include a couple of words not normally heard, focus on the creative use of rap in the office place.

Contact Us

Call us at 800.933.4446 to find out more.

Try us on for size and see how we fit!

Our team is standing by and ready to help.