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 strategic intent is to be the go-to place for consumer and donor intelligence to achieve fundraising, sales and marketing success.
WE is client-focused
Whatever the situation, we keep the client as top priority.
WE is quality-focused
We provide solutions that we are proud to stamp with the WealthEngine brand.
WE seeks 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.
“If you are not changing, you are not growing. Our vision for WealthEngine is to always have the company evolve to best meet the needs of our clients.”
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.