Company Update

Euromoney People Intelligence, a divisional pillar of Euromoney Institutional Investor PLC, rebrands its business as Altrata, a global partner delivering data and intelligence on the most impactful people to their clients’ success. In 2018, Euromoney b …

Continue reading “Introducing Altrata”

We are pleased to announce that our parent company, Euromoney Institutional Investor PLC, has acquired RelSci to complement the Euromoney People Intelligence offerings – BoardEx, WealthEngine and Wealth-X. RelSci is a leading relationship-mapping data …

Continue reading “RelSci Acquired by Euromoney People Intelligence”

WealthEngine is honored to have played a role in helping our clients this year. Here’s a look at 2020 and our plans for the new year.

WealthEngine has been acquired by the parent company of Wealth-X – Euromoney Institutional Investor PLC, a global B2B information business, which provides essential discovery, market intelligence and events to global and specialist markets.

As organizations brace for the effects of COVID-19, here’s WealthEngine is doing to continue to provide you with our team’s full support and services.

At WealthEngine we are always looking for ways to make improvements and enhancements that increase ease and productivity for our clients. We recently launched our batch API. To explain why this is a big deal, we spoke with our API Evangelist TJ Stalcup …

Continue reading “WE Have a Batch API. And You Should Care.”

Our team returned from another successful Dreamforce last week – and what a week it was! Dreamforce is the user conference hosted by Salesforce in San Francisco every year. It’s also the largest sales and marketing event in the country, with over 150,0 …

Continue reading “WE at Dreamforce”

Last week, our team, along with over 150,000 of Salesforce’s closest friends descended upon San Francisco for Dreamforce 2015. Our goals for attending Dreamforce were as follows: As a Bronze partner, continue to strengthen our relationship with Salesfo …

Continue reading “WealthEngine at Dreamforce Recap”

Every year, business leaders from around the country convene together at Dreamforce for a week of inspiration and learning to bring actionable tactics back to their teams. This is WealthEngine’s fourth year at Dreamforce and we keep returning every yea …

Continue reading “Must-Attend Sessions at Dreamforce 2015”

Are you going to Dreamforce? Our team is looking forward to meeting you there, you can find us in the exhibit hall and the Foundation Zone. We can’t wait to show you the recent features we’ve added along with our options for integrating WealthEngine in …

Continue reading “How many charitable young millionaires, age 18-32, live in Austin, Texas? Tell Us and You Could Win an Amazon Echo at DreamForce”

Are you going to Dreamforce? We’ll be there and we can’t wait to meet you, whether it’s connecting in the Exhibit Hall or when we demonstrate our wealth intelligence solution  in the Foundation Zone. Whether you’re new to WealthEngine or you’ve been us …

Continue reading “Know How Many Newlywed Millionaire Women You Can Reach in NYC and You Could Win an Amazon Echo at DreamForce”

When a company is people-focused, significant progress can be made. At WE, our focus on our customers, our teams and our partners has led to reaching new milestones and product innovation. To name a few highlights… Launched WE Prospect (Self-service …

Continue reading “WealthEngine: Continuing the Momentum”

As marketing becomes more data-driven, companies want to make sure they are capturing and synthesizing the metrics they need to understand their customers and behavior more effectively. For those that aren’t sure where to start, I recommend starting wi …

Continue reading “Mike Lees’ Week in Review: Data-Driven Marketing Teams, Marketing as Art or Science and July Marketing Events in NY and SF”

It’s officially summer. For many companies, that’s when things tend to slow down. For us here at WealthEngine, though, we’ve got a lot going on, and I’m excited to share it with you. Last week, I tweeted the WealthEngine’s list of 10 CMOs to Watch. As …

Continue reading “Mike Lees’ Week in Review: 10 CMOs to Watch and How the C-Suite Uses Data Insights”

One of my favorite things about leading the marketing team at WealthEngine is that we have access to some of the best technologists. As well as using some pretty cool tools ourselves, we rub elbows with our product management and development teams on a …

Continue reading “Mike Lees’ Week in Review: MarTech, WealthEngine API and Your Little Zone of Genius”