Powerful, Affordable, and Actionable Solution Developed to Kick Start Fundraising Initiatives WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, officially released today its new integrated analytics solution, SmartFundraisingSM, to provide nonprofit clients with a powerful, affordable, and actionable solution to drive fundraising results. Fundraising continues to be complex and challenging to organizations of all sizes. There’s more competition, an increasing range of fundraising tactics, and most importantly, an evolving donor database that needs strategic segmentation. SmartFundraising delivers an easy to execute approach for segmenting existing donors and prospects, aligning...
Shift in Wealth Concentration Changing the Future of the Client-Financial Advisor Relationship As the last members of the Baby Boomer generation turn 50 this year, financial advisors need to prepare for attracting and serving a new wave of wealthy clients whose goals and backgrounds are dramatically different from previous generations. According to the annual State of the Affluent 2014 industry intelligence report released today, an entrepreneurial spirit and business ownership are two key traits for extreme wealth creation in the coming years. The report was produced by CEG Worldwide, a research and coaching firm for...
Announces New Enterprise Investments and Key Additions to Leadership Team WealthEngine, the leading provider of wealth intelligence and marketing services, announced today plans for the next phase of the company’s evolution with investments in technology and customer care operations, as well as three key leadership appointments. WealthEngine is working to meet growing demands for wealth intelligence and marketing services in an environment of increased competition in the non-profit and commercial sectors. To meet growing customer needs and expand the value delivered to users, the company plans to invest heavily in major areas of its business,...

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