360 view of your prospect, example of data types.

The WealthEngine Advantage

Get Wealth Insights to Find Your Next Best Prospect

Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API.

Webinar: High-Conversion Fundraising Tactics & Messages During Coronavirus Times

Thursday, April 2 at 12:00 noon Eastern (9:00am Pacific)
Executive Briefing with Giving USA Foundation

Personalize Your Campaigns Using Wealth and Lifestyle Indicators

Find your best prospects and opportunities using insights like estimated net worth, giving capacity, donation history, cash on hand, investible assets, interests and passions, propensity to donate, invest and spend, and much more – right from your CRM, DMS or your own platform.

360 degrees of insight on prospects
Screen shots of WealthEngine 9 Platform

Increase Conversions, Reduce Time and Cost to Close

Our clients repeatedly find substantial increases in ROI and reductions in their time and cost to acquire a customer or raise a dollar when using WealthEngine to screen, analyze, model and find their next best prospect.

Only WealthEngine 9 gives you the power to:

  • Find Prospects that Convert Faster
  • Reduce Your Time and Cost of Acquisition
  • Pull Data Directly Into Your Existing Systems via API

Case Studies

Nonprofits

WealthEngine for

Nonprofits

The Humane Society used donor insights to optimize ask amounts. Using WealthEngine’s API, they received real-time insights about wealth prospects as they entered the DMS.

WEALTHENGINE HELPED HUMANE SOCIETY INCREASE AVERAGE DONATIONS BY

100%

WealthEngine for

Financial Services

1st Global leveraged WealthEngine to use more than zip codes and real estate to uncover latent prospects with higher likelihoods of becoming wealth management clients.

WEALTHENGINE HELPED IMPROVE 1ST GLOBAL’S DIRECT MARKETING RESPONSE RATE BY

250%

WealthEngine for

Luxury

A High-end jewelry retailer used WealthEngine to identify a highly targeted list of 22,000 households with $5M+ net worth and custom demographic and lifestyle attributes.

WEALTHENGINE HELPED INCREASE ROI BY 340% ON THEIR DIRECT MAIL CAMPAIGN

340%

WealthEngine for

Higher Education

Colorado State University leveraged WealthEngine to screen individuals and tap into previously unidentified prospects for their campaign.

UNVEILING 20 UNKNOWN $1M+ PROSPECTS AND SURPASSING THEIR FUNDRAISING GOAL OF

$500M

WealthEngine for

Healthcare

St. Vincent’s Hospital utilized WealthEngine’s propensity to give scoring and other prospect attributes to segment and prioritize patients and prospects for development efforts.

ST. VINCENT’S HOSPITAL FOUNDATION INCREASE $10K GIFTS BY

62%

WealthEngine for

Your CRM

The operations team at a national nonprofit integrated WealthEngine Salesforce Connector App’s 360-degree view on donor subsets to increase efficiency.

USING SALESFORCE API, THEY SCREENED 100,000 DONOR PROFILES AT ONCE

100K

This Just In...

Webinar
Apr2,2020

12:00pm1:00pm

Upcoming Live Webinar: Learn how you can engage with your community for timely fundraising in today’s environment. Join us this Thursday, April 2 at 12:00 noon Eastern (9:00 am Pacific) for a best practices conversation and Q&A with Giving USA Foundati …
Webinar
Feb20,2020

Upcoming Live Webinar: Accurate segmentation is one of the cornerstones of an effective marketing campaign. Personalizing messaging allows you to use the right content at the right time to grab and retain your audience’s attention.
Webinar
Aug6,2019

Organizations typically tend to overlook the Mid-Level Donors who typically give between $1,000 & $25,000 to your cause. Mid-Level Donors, however, are typically responsible for about 30% of donations. Thus, they form a key segment that deserves it …
Webinar
Aug6,2019

In this webinar, we discuss and define in detail all of WE’s nonprofit ratings and scores, including: Quality of Match Estimated Giving Capacity Propensity to Give (P2G) Planned Giving Indicators Wealth Ratings (Total Assets, Net Worth, Cash on Hand. E …
An adaptive fundraising strategy is key to reaching your 2020 goals in the midst of an economic downturn. Use this WealthEngine guide to keep your momentum and find success in …
For any nonprofit, big or small, one of the biggest areas of growth for fundraising is planned giving.
Whether you are a small nonprofit, a large advocacy group, a healthcare institution, or a university, creating a successful capital campaign is essential for your fundraising efforts.
WealthEngine is here to optimize your Capital Campaign, from finding your next best donor to presenting them a thank you letter for their gift.

Upcoming Live Webinar: Learn how you can engage with your community for timely fundraising in today’s environment. Join us this Thursday, April 2 at 12:00 noon Eastern (9:00 am Pacific) for a best practices conversation and Q&A with Giving USA Foundati …

Discover how different ways of prospecting can help you enhance your outreach and create a loyal base of donors and customers for the future.

An adaptive fundraising strategy is key to reaching your 2020 goals in the midst of an economic downturn. Use this WealthEngine guide to keep your momentum and find success in your fundraising.

Follow this proven 3-point strategy to generate a high return on invested capital amidst economic instability and uncertainty due to coronavirus, COVID-19.

Our Data Seamlessly Comes to You