Context is everything. Your perspective on wealth is shaped by the market you’re in. With drill-down expertise and unique solutions in six markets, and across two geographies, WE already knows your perspective. We get it. And we can give it to you.

Find, Understand and Contact High Net Worth Clients

Do you really know your customers? Their net worth, income or investable assets? When these thing change, will you know? How much of their net worth are you managing? WE knows this, and much more.

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.

Focused Fundraising

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

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.

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.

Concierge Marketing

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.

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.

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