New Round of Investment Brings Experience and Funding to Drive Company’s Next Phase of Growth WealthEngine, the leading provider of marketing intelligence and real-time prospecting solutions, today announced a new round of venture capital funding. Existing investors, Novak Biddle Venture Partners, were joined in the round by Streamlined Ventures, HKB Capital, and a number of investors who have among them founded or invested in market changing technology companies such as Google, Klout, Salesforce, and Juniper Networks. The investment supports WealthEngine’s strategy to capitalize on the emerging opportunity for data-driven solutions that optimize marketing spend and...
New Solution Focuses on Personalizing Client Experiences and Driving Long Term Engagement WealthEngine, the leading provider of marketing intelligence and prospect research solutions, released its new solution, WE EngageSM, to further drive marketing ROI for their luxury clients. WE Engage enables marketers to better understand their existing customers, develop a data-driven approach to identifying new look alike prospects and target them effectively through high response email campaigns. As the luxury landscape becomes more complex and competitive, WealthEngine recognized the critical need for marketers to fill their marketing funnel with highly targeted leads that are driven...
WealthEngine announces the acquisition of privately held BrightContext, the leader in massively scalable streaming data analytics. The acquisition, which recognizes the growing need by marketers and fundraisers for data that increases personalization and engagement, creates the industry’s leading platform for customer and prospect intelligence. WealthEngine is an established leader in the provision of data, analytics and marketing services that allow marketers and fundraisers to get a deep understanding of a customer or prospect’s wealth, lifestyle and spending behavior. The addition of BrightContext’s real-time capabilities will further empower marketers to target not only the right prospects...
Powerful, Affordable, and Actionable Solution Developed to Kick Start Fundraising Initiatives WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, officially released today its new integrated analytics solution, SmartFundraisingSM, to provide nonprofit clients with a powerful, affordable, and actionable solution to drive fundraising results. Fundraising continues to be complex and challenging to organizations of all sizes. There’s more competition, an increasing range of fundraising tactics, and most importantly, an evolving donor database that needs strategic segmentation. SmartFundraising delivers an easy to execute approach for segmenting existing donors and prospects, aligning...
Shift in Wealth Concentration Changing the Future of the Client-Financial Advisor Relationship As the last members of the Baby Boomer generation turn 50 this year, financial advisors need to prepare for attracting and serving a new wave of wealthy clients whose goals and backgrounds are dramatically different from previous generations. According to the annual State of the Affluent 2014 industry intelligence report released today, an entrepreneurial spirit and business ownership are two key traits for extreme wealth creation in the coming years. The report was produced by CEG Worldwide, a research and coaching firm for...

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