Know who's worth pursuing
Wealth intelligence for your existing relationships and beyond
Get more from your own data
Your donor, client, and customer files tell you who someone is, but not whether they’re worth pursuing. WealthEngine screens your records against 269M+ profiles, enriches them with wealth, giving, and lifestyle data, and scores each one with proprietary machine learning models for wealth, capacity, and propensity to engage.
Build and Prioritize Your Pipeline
Prospect against 160M+ profiles by net worth, location, giving history, interests, and more, and use audience modeling to find net-new prospects who look like your best customers and donors. Then narrow large audiences into scored segments and tailor outreach based on wealth and lifestyle indicators, right in Salesforce or through our API and SFTP delivery.
Reduce Time and Cost to Acquire
Matching, scoring, and segmentation cut hours of manual research, so gift officers, advisors, and sales teams spend less time searching and more time with the people most likely to give, invest, or buy.
WealthEngine gives you the tools to:
- Find Untapped Potential in Your Lists
- Find More People Like Your Best Customers
- Pull Data into Salesforce or via API or SFTP
