Using actionable wealth and lifestyle insights, WealthEngine fuels highly-targeted campaigns that continuously deliver measured outcomes. The WealthEngine platform is powered by more than a half trillion data points and uses proprietary learning science to create unique WE Profiles for more than 250M people in the U.S.

For more than 20 years, we have ensured our clients engage in highly personalized and precise conversations with their audiences to find their next best prospect and drive growth. By elevating campaigns to the power of WE, our clients expand their audiences, decrease acquisition costs and increase revenue, along with the lifetime value of their donor or customers.

WealthEngine works in both the commercial and nonprofit markets with clients in financial services, luxury, retail, real estate, hospitality, healthcare, higher education, arts & culture, and with any organization looking to use wealth and lifestyle data to enhance their efforts.

Our vision is to unleash the power of wealth to uplift humanity’s potential.

We are client-focused

Whatever the situation, we keep the client as top priority.

We are quality-focused

We provide solutions that we are proud to stamp with the WealthEngine brand.

We seek to get the answer from the source

We endorse the saying that “No man is an island, entire of himself.” We identify and partner with the right resources to provide the best solution.

We fuel wealth-aware campaigns empowering our clients to discover their next best prospect to drive growth.

Encourage collaboration

By working with each other and encouraging others to do the same, we create an environment where no one is working towards individual goals but goals we all desire to achieve.

Act with integrity and honesty

Integrity and honesty are both often measured not by what you do when someone else is watching but what we do when no one is around.

Embrace openness and transparency

No closed doors, dashboards that track our metrics and everyone knows how we are doing – manage without emotion.

Focus on the Client as the Center of our Universe

We are here for one reason only.

Work hard, believe in each other, improve everyday

Great companies are not created 9-5, each one of us plays an important role and every day is an opportunity to grow.

Take our clients seriously but never ourselves

Be humble, be able to laugh at yourself.

Contact Us

Call us at 877.927.8071 to find out more.

Free Demo

Try us on for size and see how WE fit!

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Our team is standing by and ready to help.