WealthEngine recognizes US Bank and Humane Society of the United States for Innovation and Leadership

November 2, 2018

BETHESDA, MD, November 2, 2018— Today, WealthEngine announced the winners of the inaugural WealthEngine Prosper Awards as the 2018 WE Prosper Summit concluded. The inaugural WE Prosper Summit was an online gathering of thought leaders from global cause …

WealthEngine Joins the Pledge 1% Movement, Makes Commitment to Integrated Philanthropy

July 12, 2018

WealthEngine will leverage 1% of its product to improve communities around the world July 12, 2018  – Bethesda, MD – WealthEngine announced today that it has joined Pledge 1%, a corporate philanthropy movement dedicated to making the community a key st …

WealthEngine Announces WE Salesforce Connector on the Salesforce AppExchange, the World’s Leading Enterprise Apps Marketplace

February 26, 2018

  WealthEngine’s customers can now benefit from wealth data and analytics delivered directly to Salesforce  February 27, 2018 – Bethesda, MD – WealthEngine today announced it has launched WE Connector for Salesforce on the Salesforce AppExcha …

EveryAction Launches Integrated WealthEngine Data and Insights

January 25, 2018

January 25, 2018 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its partnership with EveryAction. Through this partnership, WealthEngine and EveryAc …

IBM and WealthEngine Deliver Market-Leading Wealth Intelligence to the IBM Cloud

January 23, 2018

January 23, 2018 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, announced that its API is now available in the IBM Cloud. WealthEngine is pleased to have been invited to b …

WealthEngine and Charityproud Announce Integrated Fundraising

January 18, 2018

January 18, 2018 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its new partnership with Charityproud. Through this relationship, WealthEngine …

WealthEngine and Arreva Software Announce Partnership to Deliver Integrated Donor Management and Fundraising Solutions

August 28, 2017

August 28, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its new partnership with Arreva Software, the industry leader in cloud-based Donor Re …

WealthEngine and Omatic Software Announce Launch of ImportOmatic Connector for WealthEngine

July 24, 2017

July 25, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its partnership with Omatic Software and the launch of the ImportOmatic Connector for W …

WealthEngine is Now Lightning-Ready and Available on the Salesforce AppExchange

June 19, 2017

WealthEngine Customers Can Now Personalize Interactions by Providing a 360-Degree View of Prospects and Clients June 20, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services …

WealthEngine Expands Presence as the Leading B2C Wealth Data Provider in the Financial Services Industry

April 3, 2017

WealthEngine brings premier wealth intelligence to advisors through world-class solutions and partners April 4, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, continu …