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.

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October 14-15, 2020 | Virtual Event for Clients & Partners

REGISTER FREE TODAY

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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
Sep17,2020

The world has been changing rapidly and nonprofit organizations are needing to be nimble in order to adjust to the new normal. Over the past few months, the importance of technology has reached a peak in allowing organizations to function as efficientl …
Webinar
Sep10,2020

You’ve got a mountain of data. How do you connect the dots to discover high potential clients and prospects? Attend this briefing to learn how to spot clients motivations and behaviors to personalize your campaigns. And with the recent landscape shift, …
Webinar
Aug6,2020

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 …
Webinar
Jul16,2020

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 …
Virtual galas and fundraisers are becoming increasingly important in the age of the pandemic. Even though your champions and prospects can’t meet in person, they would love to support you …
Are you ready to rock #GivingTuesday?  December 1st is rapidly approaching. Ensure your organization is equipped to make the most of its #GivingTuesday fundraising efforts by leveraging WealthEngine’s all-in-one toolkit. …
Using this Guide to WealthEngine Models, you will gain detailed insights into all of the models we offer. Not only will we walk you through the information you will need …
The way financial advisors generate leads is rapidly evolving. Successful financial advisors know the value of building and nurturing relationships.

Virtual galas and fundraisers are becoming increasingly important in the age of the pandemic. Even though your champions and prospects can’t meet in person, they would love to support you through an online event. Download this step-by-step guide to set …

GuidePublication

2020 Giving Tuesday Toolkit

Are you ready to rock #GivingTuesday?  December 1st is rapidly approaching. Ensure your organization is equipped to make the most of its #GivingTuesday fundraising efforts by leveraging WealthEngine’s all-in-one toolkit. Download the #GivingTuesday too …

The world has been changing rapidly and nonprofit organizations are needing to be nimble in order to adjust to the new normal. Over the past few months, the importance of technology has reached a peak in allowing organizations to function as efficientl …

You’ve got a mountain of data. How do you connect the dots to discover high potential clients and prospects? Attend this briefing to learn how to spot clients motivations and behaviors to personalize your campaigns. And with the recent landscape shift, …

Our Data Seamlessly Comes to You