Big changes afoot at Bethesda wealth analytics firm

Big changes afoot at Bethesda wealth analytics firm

May 7, 2015

Big changes have been afoot at WealthEngine, the Bethesda-based wealth and marketing analytics company.

The 15-year-old company has recently brought aboard a whole new management team, including new CEO and President Mark Logan, who joined the company in February 2015 and previously served as COO for Boston-based Emptoris before it was acquired by IBM.

Also new in the past year: Chief Marketing Officer Mike Lees, Executive Chairman Bobby Yazdani and Chief Financial Officer Dawn Orr.

The company has a focus on identifying affluent donor prospects and potential customers for its client base of 3,700 nonprofits, hospitals, universities, financial service firms and luxury retailers.

To put it simply, the company tracks publicly available data on wealthy individuals and makes it available to clients through online searches, which can get pretty granular in scope.

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