List of Data Sources
Our FindWealth Suite of Services offers tools that bundle a variety of comprehensive, public data sources. We package this information into easy-to-use tools.
Our information is compiled from government agencies, self-reported sources, and statistic models. Each of our data sources gathers and receives prospect information at regular intervals, which may vary by source. WealthEngine receives these updates as they are released by the vendor, and the new, relevant information is incorporated into future search results.
Acxiom uses statistically modeled data derived from census data, motor vehicle departments, insurance sources, and warranty cards to develop profiles within the FindWealth Online. These profiles contain property information such as dwelling type, home value, purchase date, home loan value, length of residency, and auto value. They also contain information regarding the household, such as the primary individual’s marital status, occupation, age, estimated income, and whether or not the individual is the holder of an upscale retail credit card, as well as the number of adults in the household (including, if possible, the name of a second individual) and whether or not children are present.
This data is compiled from FAA Civil Aviation Registry of aircrafts. It is a compilation of information on glider, balloon, blimp, single/multi-engine, and other recreational aircrafts. The search results will identify multiple plane ownership.
Aircrafts provides assets ownership information. It can also be used to identify individuals who are likely to have an affinity for airspace related causes. A researcher can also use it to identify relationships with other aircraft owners from the same location.
The Airmen’s data source, a regulatory data source, lists individuals who have a United States pilot’s certificate. The data is compiled by the US Federal Aviation Administration and fields displayed by WealthEngine include: Name, Address and Certificate Type. A certificate type will be listed as an Airline Transport Pilot (A), Commercial Pilot (C) or Private Pilot (P). A match to the Airmen’s data source will not reveal airmen certificate number data, nor does it include the records of those airmen who do not want their addresses released.
Charitable Donations/Philanthropic Donations
This is a combination of three data sources: Jan Grieff Research Associates (JGA), Waltman’s Donor Series and WealthEngine’s charitable donations listings. It consists of donor lists published by the nation’s largest non-profit organizations, as well as top non-profits in key industries. This database lists the organization’s name, location, and areas of focus. It also lists the type, amount, and year of the gift.
Philanthropic donations database description - This data source includes a select group of major gift records traced back to the donor’s home address. The records show the gift amount, the year in which it was made, and the recipient organization.
This data source provides real estate information and is searchable by name and/or address. Offering reports in both English and Spanish, DataQuick supplies the following information:
- Property profile, including ownership, site address, property details, tax information, and most recent sale information
- Comparable sales, including distance from searched property, property details, sale date, sale amount, assessed amount, and a map of the relevant properties
- Property history, including transaction types, transfer date and value, and loan information.
DataQuick is only available through FindWealth Online.
This data source provides information on publicly traded and privately owned businesses and their corporate executives, identifying linkages that an individual has to an organization. The information found within Dun & Bradstreet (D&B) indicates a company’s financial standing, including sales revenues and number of employees, business titles and, on occasion, executive biographical profiles. If revenues are not provided, D&B will project sales revenues based on the number of employees and industry type.
This data source provides information on political campaign/committee contributions. The data is taken from financial disclosure reports filed by House, Senate and Presidential campaigns, parties and PACs from 1993 to the present.
This data source provides information regarding nonprofit boards of director/trustees. The information is compiled from IRS filings, and includes an organization’s Employer ID number, address and phone number, description and financial information.
This data source compiles information from various foundation sources to indicate trustees’ relationships with foundations. It also provides name, address and grant information, as well as the largest, smallest, and total number of grants to the foundation.
This data source provides real estate records. This information is taken directly from state tax assessor, deed transfer and mortgage records, and includes market value, property assessments, sales price land use type, first and second owner, site address and mailing address for property owners.
This data source provides biographical information on notable Americans. Information compiled includes business and home addresses, occupation/title, family information and organizational ties.
This data source identifies owners of recreational and merchant vessels in the U.S. obtained from the U.S. Coast Guard’s Marine Safety Information System. Additional information provided includes: vessel name, official number, tonnage and length, port of documentation and authorized trade endorsements, hailing port and manufacturer identification.
This data source collects information from the annual reports of qualified pension plans such as SEP and Keough on self-employed individuals who have established pensions. Data provided includes address, plan information and plan value.
Prospects of Wealth & Resources (POW&R)
This data source is a proprietary historical database developed by WealthEngine. It used multiple databases to compile data on individuals who have a net worth of at least one million dollars plus houses, yacht or airplane ownership, and one million dollar investors.
This data source provides information on “insiders” – directors/officers of the company, the top five executives who earn more than $100,000 annually and individuals/entities who own at least 10% of the stock in a publicly traded company. Compiled information includes the individual’s address, biographical information, and professional information (such as job title, compensation, and information regarding the company), as well as company information and a listing of other officers.
This data source lists people associated with Section 527 organizations, sometimes referred to as “special interest groups.”
A Section 527 organization is a federal designation, defined as a “party, committee, association, fund, or other organization (whether or not incorporated) organized and operated primarily for the purpose of directly or indirectly accepting contributions or making expenditures, or both” to influence, or attempt to influence, “the selection, nomination, election or appointment of an individual to a federal, state, or local public office or office in a political organization.”
Section 527 Political Organizations
This data source lists people who have contributed to a Section 527 organization. A formal definition of such organizations is provided above.
Social Security Master Death Index
This data source lists deaths reported to the Social Security Administration, often in connection with an application for death benefits. If the deceased are missing from this file, it may be that Social Security benefits were not requested. Data provided includes partial social security number, date of birth, date of death, and the state and zip code of the deceased’s last residence.
Waltman's Volunteers and Directors
This data source identifies an individual’s company affiliations using information obtained from the Waltman’s. Information provided includes company name, title, city/state, and organization type.
Wealth ID Securities
This data source compiles information reported to the U.S. Securities and Exchange Commission and collected by Thompson Financial. Wealth ID provides information on stock transactions for common stock and preferred stock company insiders. A formal definition of an “insider” is provided above.
