The WealthEngine Platform leads the market in delivering the best wealth intelligence and prospect research. When you’re using The WealthEngine Platform, you’re finally getting the insights you need to find, understand and engage wealthy prospects.

Screen

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.

Prospect

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

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.

Model

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.

Integrations

API

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

Connections

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.

Trusted by Thousands

For more than two decades, WealthEngine has provided wealth intelligence solutions to help fundraising, marketing and business development professionals create strategies to extend their reach and build their prospect pipeline.

Contact Us

Call us at 844.392.6827 to find out more.

Free Demo

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