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.
WealthEngine is here to support your organization during the COVID-19 pandemic. View Resources →
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.
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
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...
Did you know that #GivingTuesday is on May 5th this year? May 5th is rapidly approaching. Ensure your organization is equipped to make the most of its #GivingTuesdayNow fundraising efforts by leveraging WealthEngine’s all-in-one toolkit.
The population of young wealthy people is growing. By 2030, millennials will hold 5 times as much wealth as they have today. They are expected to inherit $68 trillion from their predecessors in the Great Wealth Transfer. In order to effectively reach m …
Want to increase sales or donations? Of course, every brand or organization does! Wealth continues to grow and the number of millionaires keeps climbing across generations worldwide. Your business or nonprofit has an incredible opportunity to engage an …
Starting or running a capital campaign? Here’s how to build a donor pyramid or fundraising pyramid to ensure success. Skipping this step can be costly.
These 5 critical steps for your Giving Tuesday Now follow up will increase your fundraising beyond what you capture from initial donations.
As organizations brace for the effects of COVID-19, here’s WealthEngine is doing to continue to provide you with our team’s full support and services.
Prospect research helps you produce a strong pipeline of qualified prospects, and gives you a better impression of donor behavior. Read to learn more.
We’ve got a Thanksgiving treat for you to help you reach your #GivingTuesday and end-of-year goals. WealthEngine 9.1 is live and includes updated data and more to help you close 2019 and start 2020 strong! Update Your Records for Higher Accuracy Outdat …
Continue reading “Close 2019 Strong! WealthEngine 9.1 is Live with Refreshed Data”
Donor-Advised Funds are growing exponentially. They can be a great way to facilitate funding from existing donors. Learn more with our best practices guide.
Continue reading “UCSF’s Data-Driven Blueprint for Raising $600M+ Per Year”
Continue reading “Actionable Fundraising Strategies Despite Recent Staff & Budget Cuts”
When your fundraising team looks for donor advised fund givers, they look for those in the community with influence, connections, and wealth.
Despite budget cuts, staff layoffs, event cancellations, and economic concerns, fundraising is possible with these actionable strategies.
The University of California, San Francisco (UCSF) harmonizes data, tools, analytics and cross-functional departments to identify and prioritize gift opportunities that raise $600M to $1.2 billion every year. Join WealthEngine and Salesforce for a high …
Continue reading “UCSF’s Data-Driven Blueprint for Raising $600M+ Per Year”
Demystifying Predictive Analytics & Modeling for Fundraising: All Your Questions Answered
Join us for an Executive Briefing and Q&A with WealthEngine’s own Eric White, Senior Consultant and Raj Khera, EVP and Chief Marketing Officer as they answer all of your questions about predictive modeling, the value of it, the magic in your data, and …
