The WealthEngine Advantage

Get Data Driven Insights to Find Your Best Prospects

Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a billion 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.

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 or DMS.

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:

  • Drive Measurable Results
  • Find Prospects that Convert Faster
  • Reduce Your Cost of Acquisition

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 UP TO

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
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
May28,2019

WealthEngine, as the leading provider in wealth and lifestyle insights for Non-Profits and Higher Education institutions, is partnered with Ellucian to provide a deeper understanding of our clients’ constituents through the new Ellucian CRM Advance pla …
Webinar
May15,2019

Wealth details alone may not be enough to predict your best donors. As part of serving and stewarding donors, a data-driven approach to audience segmentation needs to also include lifestyle and interest data. WealthEngine’s descriptive modeling tool le …
The inaugural Millennial Wealth Report is here! Our research lab has uncovered the evolving living, giving, saving, and spending habits of millennials in the U.S. that are fundamentally changing the …
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 …
The Data-Driven Annual Fund is a workbook that focuses on data understanding and use; strategies for segmentation, solicitation and stewardship of donors and prospects; and measuring and analyzing fundraising ROI …
Does your organization have an effective way to segment and prioritize your prospects? B2B marketers have implemented lead scoring programs into their workflows for years with great success. The best …

Personalization is a key strategy in retail marketing as consumers become more diverse. Learn how businesses can achieve this while maintaining scalability.

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.

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 …

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 …

Our Data Seamlessly Comes to You