We all need insight. Whether you’re from the commercial or nonprofit sector, we all want clarity on how to effectively appeal to our prospects. That’s where WealthEngine comes in. With expertise and unique solutions in eight markets, we want to help you forge relationships with consumers and donors that last.

Discover, Understand, and Engage High Net Worth Clients

How well do you really know your customers? Do you know their net worth, income, or investable assets? When these things change, will you know with enough lead time to connect and offer them new products? How much of their wallet share do you currently manage?

Cut Through the Noise with Campaigns that Convert

Using actionable wealth and lifestyle insights, we can help you segment your audience so you can speak directly to them. Ensure you are focusing on high net worth customers and prospects and not wasting time with ones who won’t buy. Get the right message to the right audience at the right time.


Define and Engage Ultra-segmented Audiences

WE has data strategies to uncover insights on wealth, lifestyle and behavior. This means you can easily focus on the right groups of high-net-worth customers. You’ll get the right message to the right people – in the right channel.

How well do you really know your clients and guests?

Just like a good concierge, WE know your customers. Using data-driven insights, WE helps you find, understand, and contact the highest potential prospects based on a detailed picture of their wealth, lifestyle and interests.

The Best Wealth Intelligence. Integrated.

All wealth intelligence and prospect research is not created equal. Simply put, if you don’t have WE, you’re missing opportunities. WE integrates with every major DMS, so you’ll never have to settle for less – you’ll always get the best results.

The Secret to Creating Lifelong Donors

Personalization. The more you understand a visitor, ticket buyer, donor, member, volunteer or prospect, the more likely you are to solicit a donation and create a lifelong donor. In today’s world of mass marketing and broad appeals, it’s imperative to cut through the noise with outreach that connects and moves prospects to give.

Focused Fundraising

WE has helped over 750 colleges and universities get the best results from their large database of potential donors.

Excellence in Patient Fundraising

WE uses accurate, current data to build fundraising strategies that drive your annual and capital campaigns, planned giving groups and more.

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 877.927.8071 to find out more.

Free Demo

Try us on for size and see how WE fit!

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