WealthEngine

 

Find the WealthEngine Solution that's right for you

Finding the right people, at the right time, with the depth of knowledge to make informed fundraising decisions is what WealthEngine’s prospect research solutions are all about.

The culmination of over a year of intensive development, our FindWealth 8 platform brings together the discipline of sophisticated analytics and the art of prospect research with the latest in database technology. The result is a fast, easy-to-use and powerful wealth intelligence solution that will enable you to boost fundraising success and further your mission.

Perform deep research on current & prospective donors:

• Leverage hundreds of attributes across wealth, demographic, personal, business, lifestyle and more
• Access robust Wealth Ratings & Scores to identify, segment and prioritize customers and prospects with the right attributes
• Apply the same research technique to your donor database, prospect lists and membership lists with a Wealth Append and Custom Analytics and Modeling
• Access WealthEngine’s proprietary database of philanthropic and political giving
• Extend your target list through your donors’ Circle of Friends
• Capitalize on timing of liquidity events with stock research
• Receive alerts on significant changes in assets or events
• Search for new prospects based on geography, wealth, affinity or propensity using Prospect Generator
• Integrate results into your DMS/CRM system
• Receive expert training and client service
• Customized training and platinum consulting available to help you interpret your data and strategize a plan for action