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Online Prospect Research

WealthEngine’s online prospect research tools are efficient and effective, proven and affordable. Tapping into a collection of 35+ databases to create a single, comprehensive wealth profile on a current donor or prospect, you’ll look like a prospect research rock star.

Whether you are updating your prospect pipeline, responding to a leadership request for a quick profile, identifying major gift prospects or expanding your prospect pool, WealthEngine’s online database tools give you reliable information in seconds. With an extensive range of data available, you can validate and act on fundraising initiatives with the speed and confidence to deliver real results.

FindWealth OnlineSM
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Overview FindWealth Online Tour Circle of Friends Tour

Research tool that provides access to comprehensive wealth profiles

Key Features

  • Simple & Advanced search logic cuts across 35+ data sources
  • Relationship builders show your prospect’s Circle of Friends
  • Propensity to Give (P2G™) scores help you segment
  • Ability to setup news-based email alerts to monitor donors and prospects
  • Easy to use, print and export to PDF or Word format
  • Integrate results into 50+ DMS/CRM platforms

Comprehensive Data

  • Giving Capacity - estimates for every individual in the database over a five year period
  • Assets - income, real estate holdings, insider stock and options holdings, pension
  • Lifestyle - plane or boat ownership & details on each craft
  • Family & Biography - age, family, home address, and vacation homes
  • Real Estate - including mortgage (1st and 2nd), lender, taxes, sale dates and market, assessed values, home loan value and length of residence
  • Business - place of business, sales, business history, business ventures
  • Philanthropic Giving - giving history
  • Federal & State Election Contributions - political affiliations
  • Family Foundations - details on every family foundation in the U.S.
Prospect GeneratorSM PinpointSM
Download Overview Prospect Generator Tour

Online database tool specifically designed to help you find new donors

Key Features

  • Database consisting of 14 million high net worth individuals
  • Search for new prospects based on geography, wealth, affinity or propensity
  • Search logic cuts across 35+ data sources
  • Propensity to Give (P2G™) scores help you segment
  • Integrated with FindWealth Online for detailed individual profiles
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Overview

Online tool with detailed daily records of an individual’s stock activity.

Key Features

  • Track changes in financial position (through portfolio monitoring)
  • Monitor transactions with automatic email alerts about trades and transactions
  • Access direct links to Security & Exchange Commission (SEC) filings which are updated daily
  • Research prospects for assets, board affiliation, company insider status and relationships

We also offer solutions for UK markets. Click here to learn more.