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.

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
Feb20,2020

2:00pm3:00pm

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 …
Webinar
Jul30,2019

Whether your organization is large or small, focused in education or advocacy, or under strict regulatory guidelines such as healthcare, there’s constant pressure to do more with less resources. At WealthEngine, we understand this challenge. It’s our m …
WealthEngine is here to optimize your Capital Campaign, from finding your next best donor to presenting them a thank you letter for their gift.
Are you looking to outsource your wealth data analytics solution? Use an RFP to source multiple proposals so you can determine the best course of action. Download our completely customizable …
Are you ready to rock #GivingTuesday?  December 3rd 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.
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 …

Giving Tuesday vs Giving Day: does one serve your organization’s needs better than the other? Let’s explore the factors you should account for when deciding which day to participate in to boost your efforts.

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.

Event

Dreamforce

Nov19,2019

Come see us at Kiosk 5A in the Salesforce.org Lodge.

WealthEngine is here to optimize your Capital Campaign, from finding your next best donor to presenting them a thank you letter for their gift.

Our Data Seamlessly Comes to You