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.

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
May20,2020

Join us for an executive briefing and live Q&A with Chady Alahmar, CEO of Wealth at Old National Bank, and Raj Khera, EVP at WealthEngine, as they share best practices to help you grow your portfolio in the midst of economic uncertainty.
Webinar
Apr23,2020

As we all continue to navigate through the COVID-19 pandemic, nonprofit leaders are turning their focus from implementing an initial emergency response to creating tactical and adaptive plans. Join CCS Fundraising for a session that will reflect on the …
Webinar
Apr23,2020

This upcoming session will give you guidance in developing a Caregiver Relief Fund for those on the front lines. Additionally, learn how ChristianaCare Health System developed a strategy for coordinating hundreds of PPE donations including face masks, …
Webinar
Apr30,2020

Learn the exact steps they deployed to increase their donor base over 50x, including how they regularly convert small annual donations into five-figure major gifts. Join us for an Executive Briefing and live Q&A by Leslie VanSant, Chief Philanthrop …
The way financial advisors generate leads is rapidly evolving. Successful financial advisors know the value of building and nurturing relationships.
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 …
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.

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.

Join us for an executive briefing and live Q&A with Chady Alahmar, CEO of Wealth at Old National Bank, and Raj Khera, EVP at WealthEngine, as they share best practices to help you grow your portfolio in the midst of economic uncertainty.

As we all continue to navigate through the COVID-19 pandemic, nonprofit leaders are turning their focus from implementing an initial emergency response to creating tactical and adaptive plans. Join CCS Fundraising for a session that will reflect on the …

This upcoming session will give you guidance in developing a Caregiver Relief Fund for those on the front lines. Additionally, learn how ChristianaCare Health System developed a strategy for coordinating hundreds of PPE donations including face masks, …

Our Data Seamlessly Comes to You