WealthEngine Announces a Major Upgrade to Industry’s Leading Prospect Engagement Platform For Nonprofits and Financial Institutions

November 25, 2019

With this new release, WealthEngine strengthens its industry leadership position by introducing WealthSignal™ among other new capabilities, and fresh data driving prospecting effectiveness, and conversion rates for 3000+ clients. BETHESDA, MD – Novembe …

PatronManager Enhances Fundraising Capabilities with Renewed WealthEngine Partnership

November 19, 2019

New York, New York — November 19, 2019 — Leading ticketing, fundraising, and marketing solution for the arts, PatronManager, a Patron Technology product, announced today their renewed partnership with WealthEngine, an industry leader in prospect intell …

WealthEngine Assembles Industry Leaders at Second Annual WE Prosper Summit to Discuss The Latest Trends In Prospect Engagement

October 2, 2019

BETHESDA, MD, October 2, 2019— WealthEngine held its second annual WE Prosper Summit at The Newseum in Washington D.C. on Tuesday, October 1, 2019. The WE Prosper Summit is a gathering of thought leaders from global causes and international brands. Par …

WealthEngine Releases Next-Generation Prospect Engagement Platform, WE9

August 5, 2019

The leader in prospect intelligence solutions goes live with the release of its latest secure-and-compliant cloud solution for over 3500 clients.  BETHESDA, MD – August 5, 2019 – Today, WealthEngine released their highly anticipated predictive prospect …

Analytics Company, WealthEngine, Launches First Predictive Prospecting Platform

June 4, 2019

Entirely new, cloud-native architecture fueled by Engagement Science™ will change how organizations personalize campaigns and nurture prospects. BETHESDA, MD – June 4, 2019 – Today WealthEngine announced the launch of the industry’s first predictive pr …

WealthEngine Releases First Annual Millennial Wealth Report

May 29, 2019

BETHESDA, MD, May 29, 2019 — Today, WealthEngine’s Research Lab published its inaugural Millennial Wealth Report revealing that this largest and most diverse generation will inherit $68 trillion in “the Great Wealth Transfer.” The 2019 Millennial Wealt …

WealthEngine Exceeds Financial Metrics, Launches WE Insights— Momentum builds around data-driven predictive prospecting

April 16, 2019

BETHESDA, MD, April 16, 2019— WealthEngine announced it closed the first quarter of 2019 ahead of expectations in revenue, up-sell to existing customers and acquisition of new clients across all of its core segments. Buoyed by the success, WealthEngine …

CIBC Innovation Banking provides $6.5 million expansion capital to wealth management analytics company WealthEngine, Inc.

March 5, 2019

BETHESDA, MD, March 4, 2019 /CNW/ – WealthEngine (WE), the leading provider of predictive marketing, analytics and audience development services, announced it has entered into a credit financing agreement for $6.5 million in growth capital from CIBC In …

WealthEngine Levels Up in 2019 – Announces Next Generation Product Release, Completes Hires To Their Executive Leadership Team

February 25, 2019

The leader in fueling wealth-aware campaigns makes a major leap forward into data-driven digital activation of audiences Bethesda, MD: WealthEngine today announced during Liveramp’s RAMPUP 2019, that it has rounded out their executive leadership team a …

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 …