The Institute for Luxury Home Marketing and WealthEngine Announce Strategic Partnership to Bring Wealth Intelligence to Luxury Real Estate

WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, is pleased to announce a new strategic partnership with The Institute for Luxury Home Marketing (The Institute).  This partnership builds on an existing relationship between the two organizations but evolves and deepens the initiatives to provide a greater emphasis on exceptional member benefits.

“The Institute for Luxury Home Marketing is the premier independent authority in training and designation for real estate agents working in the luxury residential market,” stated Institute Director Amanda Hammer. “When creating strategic partnerships, we look for organizations that bring additional value to our members through innovative tools and resources.  WealthEngine’s solutions are already delivering exceptional value to many of our members, but this new relationship will extend those benefits further.”

With wealth scores and over 1,000 proprietary wealth scores and lifestyle attributes across a database of 210+ million US adults, WealthEngine’s platform provides luxury REALTORS with unique insights that allow them to understand, identify, target and win their ideal clientele.

“Being able to access WealthEngine’s powerful wealth intelligence solutions has given my team a much richer and more integrated view of the markets we serve,” said Michael Morrison of South Puget Sound Market, Sotheby’s International Realty.  “Their insights have allowed us to segment and engage with high-potential buyers with less effort and much more precision.  By understanding our client’s needs better than anyone else, we stand out from the competition.”

WealthEngine and The Institute for Luxury Home Marketing will be hosting a webinar for Institute members – “How to Find the Perfect Client Using WealthEngine” – on Thursday, October 29th at 3pm EDT.

“We are excited to move our partnership with The Institute to new heights,” said Mark Logan, CEO of WealthEngine. “We have already seen many Institute members achieving great success with our tools and through the exclusive free access (available to them on the FindWealth8 platform), deeper discounts on our portfolio of solutions and access to our educational content, we expect even more success within this community.”

For more information on WealthEngine’s portfolio of wealth intelligence solutions visit, for the FindWealth8 exclusive offerings available to Institute members please contact our commercial sales department at 800-933-4446 (ext. 4), email or visit

For more information on The Institute for Luxury Home Marketing visit or

About WealthEngine
WealthEngine™, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial firms, and luxury brands. WealthEngine’s products and solutions provide decision-driving consumer insights for almost 4,000 clients. Headquartered in Bethesda, MD, WealthEngine serves both the United States and theUnited Kingdom.

About The Institute 
The Institute for Luxury Home Marketing is the premier independent authority in training and designation for real estate agents working in the luxury residential market. The Institute exists to help real estate professionals provide high quality service to the buyers and sellers of luxury properties and in so doing, maximize their own success in the upper-tier residential market. Institute Members have completed special training to build expertise in the market of upscale homes and estates and those who met performance requirements may earn the prestigious Certified Luxury Home Marketing Specialist® (CLHMS) designation.

Choose Your Adventure: Data-Driven Storytelling


You hear it everywhere.

Content is king.

And, if this is true, then context is emperor.

Storytelling is not merely sharing information. It’s understanding your audience, how they consume and share knowledge and where they look for and find trusted sources for making decisions: from where they will buy their next pair of shoes to the place they find inspiration for giving back and making a difference in the world.

In WealthEngine’s newest ebook, Choose Your Adventure: Data-Driven Storytelling, we explore how nonprofits and B2Cs use data to analyze consumer and constituent behavior and wealth scores in order to segment their audiences, enabling smart marketers to personalize their messaging. This not only improves the user experience with their brand or organization but also increases conversions for donations and sales.

At WealthEngine, we help nonprofits and B2Cs understand the capacity to give and the propensity to spend based on wealth scores and lifestyle factors. It is our hope that this ebook inspires you to understand your customers more so you can connect with them more effectively and strengthen your relationship with them for increased loyalty and engagement.

WealthEngine at Dreamforce Recap


Last week, our team, along with over 150,000 of Salesforce’s closest friends descended upon San Francisco for Dreamforce 2015.

Our goals for attending Dreamforce were as follows:

  • As a Bronze partner, continue to strengthen our relationship with Salesforce and the Salesforce Foundation.
  • Drive broader awareness of our easy integration with Salesforce through our apps available in the Salesforce AppExchange.
  • Spend time with our customers who use Salesforce and WealthEngine together to understand what we’re doing right and where we can make improvements.
  • Build new relationships with key partners that will help us serve our customers in new, valuable and exciting ways.
  • Get market feedback on our product initiatives and the WealthEngine API.

(Pictured from left to right: Rob Hines, Tony Glowacki, Molly Hall, Kellie Kenny and Nick Poltrack.)

Our team worked hard to make this happen and it felt like no matter where you looked, our WEople were everywhere, from the Foundation Zone to the Expo floor.

Check out the highlights in our WealthEngine at Dreamforce Storify:

Must-Attend Sessions at Dreamforce 2015


Every year, business leaders from around the country convene together at Dreamforce for a week of inspiration and learning to bring actionable tactics back to their teams. This is WealthEngine’s fourth year at Dreamforce and we keep returning every year because we see the value Salesforce brings to the industries we serve. It’s why we’ve decided to partner with Salesforce and invest resources to bring our solution to the AppExchange. We’re also proud of our growing relationship with Salesforce and our inclusion in the Sales Analytics Cloud.

If you aren’t familiar with WealthEngine, we make amazing data incredibly easy to access through Salesforce in two ways: our apps in the Salesforce App Exchange and the Salesforce Analytics Cloud.

Several executives on our leadership team will be at Dreamforce this year and would love to meet you there. You can set a meeting with them or you can plan to connect at one of the sessions during the conference. Here are the must-attend sessions on their radar this year.

Mark Logan, CEO

For nonprofits who have adopted Salesforce and implemented across their teams, Mark recommends this session: Checkpoint: What Does a Nonprofit Look Like One Year After Adopting Salesforce. The natural next step is to work to incorporate wealth scores so fundraising teams can access all of their prospects and up-to-date intelligence around their propensity to give all in one place.

Many wealth managers, from large firms to independent advisors with small teams, leverage WealthEngine to reach their business development goals. For those who are looking to take their business to the next level, Mark suggests attending the session: Supercharge Your Wealth Advisory Teams.

Rob Hines, CRO

Rob recently joined WealthEngine after leading a regional sales team at Salesforce. To really see firsthand the power of how Salesforce and WealthEngine drive large gift amounts, he recommends the session Major Donor Fundraising with Salesforce + WealthEngine, where Marsha Sussman, the Vice President for Fundraising Operations, Analytics and Direct Response for The Jewish Agency for Israel, will share her experience and best practices.

Mike Lees, CMO

Mike knows nonprofits have a lot of apps to choose from and that visiting the app exchange can be overwhelming and exciting at the same time. If you can relate, Mike suggests attending the session AppExchange for Nonprofits: Speed Dating: Hot Apps You’ll Fall in Love With, where you’ll learn about some of the best apps to optimize your fundraising and operations across your team.

John Funge, SVP Product

John is passionate about understanding trends and advances in technology that will shape how and why our customers use data for decision making. That’s why he recommends the session  Vital Trends in Digital/Social Impacting Your Business in 2015 and Beyond.

Also, John plans to attend the Keynote: Precision is the Future of Financial Services, where Salesforce’s GM of Financial Services and Barclays Mortgage’s CEO will share what we can expect to see disrupting the financial services industry and how Salesforce will play a part in this revolution.

If you are attending Dreamforce, we hope to see you there. You can find us at the Foundation Zone and on the Expo floor at booth N2003. If you’d like to set a meeting with someone from our product, marketing or executive teams, you can do that too. Bookmark our WealthEngine Dreamforce microsite for easy reference.

How many charitable young millionaires, age 18-32, live in Austin, Texas? Tell Us and You Could Win an Amazon Echo at DreamForce


Are you going to Dreamforce?

Our team is looking forward to meeting you there, you can find us in the exhibit hall and the Foundation Zone. We can’t wait to show you the recent features we’ve added along with our options for integrating WealthEngine into Salesforce.

Have you seen WE Prospect yet?

WE Prospect helps you find, understand and contact wealthy prospects. More than what mere list providers give you, it can also help you drill down to find exactly who you’re looking for when it comes to micro-campaigns. And that’s what our weekly contests are all about, giving you the opportunity to try WE Prospect for a very specific audience profile while giving you the opportunity to win one of the most talked about devices.

Speaking of winning…

Want to win an Amazon Echo?

You’ll have three opportunities to win as we count down to Dreamforce. Jennifer in San Francisco won the first week’s contest.  Here’s a screengrab of the attributes selected to come to the correct answer:

WE Prospect Selects

Here’s how it works…every week we’ll provide a very specific audience profile, inspired by our own customers. Your mission? Provide your best guess of how many prospects in our data base fit the specific profile. You can go with your gut instincts or you can use our data-driven marketing tool, WE Prospect,  to drill down.

To enter, submit your best guess for:

How many charitable young millionaires, age 18-32, live in Austin, Texas?

Submitting your entry is easy. Just fill out this form with your answer and the person with the correct answer wins. If there is more than one correct answer, the person first person to submit wins. Winners will be notified via email before Dreamforce and can pick up their prize at our booth.
* Must enter by September 7th

Not going to Dreamforce? Everyone  who enters the contest is also entered to win a drawing for a $1,000 credit toward WE Prospect, whether they’ll be attending Dreamforce or not.