ways to prospect

Discover how different ways of prospecting can help you enhance your outreach and create a loyal base of donors and customers for the future.

March 26, 2020 3 min read
recruit diverse board members

Boards are moving to recruit diverse board members to maximize their effectiveness by amplifying marginalized voices and creating space for different perspectives. Discover how WealthEngine can help you diversify your board.

February 7, 2020 5 min read
Sample RFP

Want to find a wealth data analytics provider? We have the sample RFP evaluation criteria you need. Use our RFP template to find your ideal vendor.

October 16, 2019 3 min read
reading a wealthengine profile

When reading a WealthEngine profile, it’s important to sift through relevant data that will inform your interactions with customers and prospects.

July 16, 2019 2 min read

WealthEngine, as the leader in wealth intelligence in the United States, specializes in helping you identify, understand, and connect with wealthy individuals. Our WealthEngine Research Lab has updated our now highly anticipated 2019 U.S. Millionaire R …

January 29, 2019 2 min read
donor lifetime value

Donor Lifetime Value estimates what a donor is likely to contribute over their lifetime. Here’s how to calculate that number and predict future donations.

January 23, 2019 3 min read

Of course they’re all wealthy but what else separates these billionaires from everyone else? We took a look at the top billionaires in the country to see what their interests are, how many properties they have, who they donate to, and what their demogr …

November 20, 2017 < 1 min read

Football season is in full swing, and teams are in competition yet again on the road to Minneapolis on February 4th. There’s volumes of data on the players, but what about the fans? We’ve analyzed the 32 towns to see who drives what car, who owns a bus …

November 8, 2017 < 1 min read

As summer comes to a close, the holiday season is fast approaching! What is your brand doing to prepare for the holiday rush? Consumers will be ready to spend. What data are you using to segment your customer base and supercharge your marketing efforts …

October 10, 2017 < 1 min read

The current retail landscape presents many challenges that can be difficult to manage including decreased customer growth, little transaction growth, growing competition, shifts in spending, and unfavorable demographics. With a rapidly approaching holi …

July 31, 2017 2 min read

Luxury brands face tough competition to capture and retain high net worth customers. They are now facing competition from non-luxury brands, who have been gaining traction, and wallet share, among HNWI and UHNWI. In 2016, Nike was ranked the most valua …

July 17, 2017 2 min read
marketing to the affluent

Millennials are a key consumer segment whose attention is highly valued. An updated approach is needed when marketing to the affluent millennial consumer.

April 24, 2017 3 min read

In honor of Valentine’s Day we analyzed the wealthiest bachelors and bachelorettes in the country. Take a look at the infographic below to see where these singles live, what they’re interested in, how charitable they are, how many properties they own, …

February 14, 2017 < 1 min read

The key to engaging prospects and rising above the noise is targeting the right people and personalizing your offers and calls to action. In order to do this effectively you need to have access to real-time insights. We’ve put together this infographic …

October 20, 2016 < 1 min read

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