WealthEngine knows commercial organizations face unique challenges in selling and marketing to both existing customers as well as prospects. Building meaningful engagement with a brand is vital in order to inspire your target audience to become a lifelong client.

Our Platform

To personalize engagement with your audience, WealthEngine has created (engage)WE to power wealth-aware campaigns for existing and potential customers. (engage)WE means businesses can take advantage of our end-to-end platform and more than 250 million pre-compiled WE Profiles. Search, screen, prospect, analyze, and model against our WE Profiles to discover and understand your next best prospect.


Data becomes actionable through our intuitive, nationwide search with in-depth, pre-compiled WE Profiles and advanced research capabilities. Accurately and quickly segment potential customers to optimize your time when it comes to engaging your next best prospects.


Your data combined with ours provides a more robust picture of your existing customers. Find the hidden potential within your database when you combine our wealth and lifestyle data with what you already know to illuminate underperformers quickly and accurately.


Build ultra-segmented audiences of potential donors who are most likely to connect with your brand based on specific propensity, capacity, and intent attributes. From there, you can build rich, wealth-aware campaigns to cultivate awareness with those most likely to engage.


Analyze the patterns within your audience and uncover actionable insights through our predictive lead scoring. Compare trends of those who already buy with others who have the propensity, capacity, and intent in order to find your next best lifelong client.


Apply advanced data science to create a picture of your ideal customer, and then use that model to find prospects who “look” like your best. Quickly score a new list to see how similar they are to your best customer based on attributes you determine.



Quickly access customer information in the context of an online transaction, and use the API to consistently enrich your data to improve campaign efforts.

Sample RFP


Effective integrations with systems of record, other data providers, marketing systems, and more make our solution simple and easy to use. Our goal is to integrate wealth intelligence into your environment seamlessly.

Customer Care

Professional Services

Our experienced team ensures you can turn wealth intelligence into a competitive advantage by assisting in deploying processes and strategies to maximize WealthEngine.


With WE Learn, training is available 24/7 online, plus we offer 1:1 live training to ensure you and your team are getting the most out of WealthEngine.