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.
Just Released: Preservation And Succession: Family Wealth Transfer 2021
Segment Your Prospects Instantly and Personalize Your Campaigns
Find your best prospects and expansion opportunities using insights from the industry’s first donor pyramid and wealth modeler that automatically segments your contacts. Prioritize and personalize your outreach based on net worth, giving capacity, donation history, investible assets, 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:
- Find Prospects that Convert Faster
- Reduce Your Time and Cost of Acquisition
- Pull Data Directly Into Your Existing Systems via API
Case Studies
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...
You’re currently sitting at the intersection of sports and the wealthy consumer. We want to help you reach the right people at the right time who have the money to purchase your premium experiences. Do you know who your newest ticketholders will …
This guide covers what SMART goals are, how to set them, and how to follow through on them. We’ll also cover common pitfalls to avoid. Using this process, you’ll be better equipped to achieve your organization’s mission and impact more people. If you’r …
Continue reading “How to Set SMART Goals for Your Nonprofit”
2020 threw nonprofits everywhere a curveball, leaving many fundraisers to wonder what 2021 could have in store. Fortunately, there are plenty of pandemic-proof fundraising strategies proven to help you reach your goals. Download this step-by-step guide …
We don’t live in a one-size-fits all world — so why would we treat our donors that way? In this webinar, representatives from WealthEngine, Classy, and Salesforce will walk you through strategies on how to use predictive wealth intelligence to better t …
Continue reading “Tripling Your Online Donations Using Wealth Data”
WealthEngine’s Market Potential Reports provide a deeper understanding of opportunities to reach population segments based on estimated net worth, cash on hand, investible assets, business ownership, giving capacity and history, interests and passions, …
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 …
Continue reading “A Step-by-Step Guide to Hosting a Virtual Fundraiser”
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 …
Continue reading “How CDC Foundation is Raising Millions Using Technology and Data to Fight COVID”
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, …
Continue reading “How to Track Down High Potential Clients in a Mountain of Data”
Continue reading “Tripling Your Online Donations Using Wealth Data”
Continue reading “How CDC Foundation is Raising Millions Using Technology and Data to Fight COVID”
Continue reading “How to Track Down High Potential Clients in a Mountain of Data”
Continue reading “How to Set SMART Goals for Your Nonprofit”
Continue reading “A Step-by-Step Guide to Hosting a Virtual Fundraiser”
Retaining current donors and drawing new supporters is key to the health of any nonprofit. Participating in GivingTuesday, an annual day of charitable giving celebrated worldwide, can help you accomplish both goals at once while raising funds. Even org …
Continue reading “Trends in Giving Tuesday Fundraising Strategies for 2021”
Millennials will be the largest proportion of the wealthy and their giving practices shouldn’t be overlooked. Organizations must communicate with them now.
Lessons From the World of Premium Sales
You’re currently sitting at the intersection of sports and the wealthy consumer. We want to help you reach the right people at the right time who have the money to purchase your premium experiences. Do you know who your newest ticketholders will …
Successful nonprofits should look for new funding opportunities. In recent years, venture philanthropy has been on the rise.
