Partnership

WealthEngine Innovation Network

Enabling WINs

WealthEngine has cultivated an ecosystem of trusted partners to add value to our clients.

Never before has it been so easy to integrate Wealth Insights into your existing systems and processes.

Technology Partners

Through an integration with WealthEngine, users get world-class data & insights directly into their current workflow.

Many of our clients manage their customer, donor, and prospect data in one of many different DMS/CRM systems. WealthEngine works with the top trusted DMS and CRM systems providing users with a holistic, integrated solution.

Integrations.png

Featured Technical Integration Partners

Partner Description Specialty Areas Website

Amazon Web Services

Amazon Web Services (AWS) is a subsidiary of Amazon that provides on-demand cloud computing platforms and APIs to individuals, companies, and governments, on a metered pay-as-you-go basis. In aggregate, these cloud computing web services provide a set …

Channel Partner, Technology Partner Learn More

Salesforce.com

Salesforce.com is the enterprise cloud computing company. Based on salesforce.com’s real-time, multitenant architecture, the company’s platform and CRM applications have revolutionized the way companies collaborate and communicate with their customers. …

Technology Partner Learn More

Dun & Bradstreet

Dun & Bradstreet grows the most valuable relationships in business. By uncovering truth and meaning from data, we connect customers with the prospects, suppliers, clients and partners that matter most, and have since 1841. Nearly ninety percent of …

Channel Partner, Technology Partner Learn More

Technical Integration Partners

Partner Description Specialty Areas Website

Abila

Abila serves strategic leaders and managers in dynamic nonprofit organizations and government agencies through high-value solutions. Organizations trust Abila to simplify and streamline processes in order to perform their best work and focus on de …

Technology Partner Learn More

Agilon

Agilon’s ONE donor management system gives you a complete view of your donors including gifts, prospect records, relationships, gift club recognition, event participation, memberships, scholarships and endowments, and capital campaign involvement. …

Technology Partner Learn More

Allegiance Software, Inc.

Developed specifically for audience-supported broadcasters, Allegiance Software provides integrated solutions for donor relationship management, effective fundraising, user-friendly volunteer management, and efficient well-organized auctions. Our solut …

Technology Partner Learn More

Amazon Web Services

Amazon Web Services (AWS) is a subsidiary of Amazon that provides on-demand cloud computing platforms and APIs to individuals, companies, and governments, on a metered pay-as-you-go basis. In aggregate, these cloud computing web services provide a set …

Channel Partner, Technology Partner Learn More

Aristotle

For more than 25 years, every occupant of the White House — Democrat and Republican — has used Aristotle products and services, in addition to many U.S. Senators, members of the U.S. House of Representatives, and Democratic and Republican state party o …

Technology Partner Learn More

Arreva

Arreva Software provides premier information management solutions that enable nonprofit organizations to develop high touch relationships with donors, volunteers and other constituents. Arreva’s affordable, easy-to-use solutions, including both cloud-b …

Technology Partner Learn More

Avectra

For two decades, Avectra has translated its customers’ needs into market leading software and services. Using Avectra’s donor management, crowd-contributing solutions, and membership management solutions, not-for-profits and associations can connect wi …

Technology Partner Learn More

Campus Management

Founded in 1988, the mission of Campus Management is to provide robust, elegant and cost-effective software systems. Worldwide, more than 1,300 higher education institutions in 35 countries run on its administrative systems. Hundreds of other non-profi …

Technology Partner Learn More

CharityEngine

Since 1999 BIS Global has been a leading provider of integrated customer relationship management (CRM), email and website management to over 400 organizations in retail and professional services with clients ranging from billion-dollar online retailers …

Technology Partner Learn More

Charityproud

Charityproud is an all-inclusive, cloud-based system providing a 360° view of your constituent engagement. All of the functionality your fundraising teams needs is in our suite of user-friendly tools–from constituent management to donations and pledge …

Technology Partner Learn More

CMDI

Since 1981, CMDI has provided innovative data management solutions for non-profit, corporate and political organizations. Their ability to assess client needs and provide solutions has been evident throughout the company’s 30 year history, particularly …

Technology Partner Learn More

DonorDirect

DonorDirect is the industry-leading donor management software provider that creates a variety of donor management solutions for ministries and nonprofits. For over 30 years, DonorDirect has used the advances of technology and effective donor management …

Technology Partner Learn More

DonorWare

The DonorWare Fundraising Software Suite from donor.com equips charities and nonprofits with tools to manage donor data and web presence in one powerful, affordable, cross-platform package. With 30 years of business logic built-in, the suite provider a …

Technology Partner Learn More

Dun & Bradstreet

Dun & Bradstreet grows the most valuable relationships in business. By uncovering truth and meaning from data, we connect customers with the prospects, suppliers, clients and partners that matter most, and have since 1841. Nearly ninety percent of …

Channel Partner, Technology Partner Learn More

Easy-Ware

Founded in 2001 with customers all over the US, Canada, Asia and Australia, Easy-Ware is a leading provider of solutions for the non-profit community.  Easy-Ware’s Total Info software is a revolutionary fully-integrated, constituent relationship m …

Technology Partner Learn More

Ellucian

Ellucian is the world’s leading provider of software and services that power the essential work of colleges and universities. More than 2,500 institutions in nearly 50 countries rely on Ellucian to enhance operations and enrich the student experience f …

Technology Partner Learn More

EveryAction

EveryAction is a nonprofit CRM provider that offers best-in-class digital, donor management, advocacy, and organizing tools on a single, unified CRM. Thousands of nonprofits use EveryAction, including Audubon, Greenpeace, Comic Relief, the UN Foundatio …

Technology Partner Learn More

Funraise

Funraise is your friendly fundraising technology partner. Built on a foundation of nonprofit experience and innovation, our state-of-the-art platform integrates every aspect of nonprofit fundraising and donor management into an all-in-one platform, mak …

Technology Partner Learn More

Jenzabar

Created out of a passion for education and a vision for technology, Jenzabar offers disruptive, innovative software solutions and services that empower students’ success and helps higher education institutions meet the demands of the modern student. Ov …

Technology Partner Learn More

Marketo

Marketo has grown into a leader in marketing automation, but at our core we are a company for marketers, by marketers. We wake up every morning thinking about how we can make life better for our fellow marketers.  This passion has evolved into a v …

Technology Partner Learn More

NeonCRM

NeonCRM cloud database empowers nonprofit organizations to raise more revenue through automation, while helping staff streamline day-to-day processes more efficiently within one truly connected platform. Organizations’ most important data can be housed …

Technology Partner Learn More

PatronManager

PatronManager’s mission is to revolutionize the ticketing industry by providing arts, culture, and live entertainment organizations with integrated world-class customer relationship management, box office ticketing, fundraising, and marketing solutions …

Technology Partner Learn More

ResultsPlus

Stronger connections are now just a keystroke away. Highly intuitive, ResultsPlus fundraising software supports the way you work from planning your day to interacting with your donors, tracking your dollars and reporting your results. (Even down to how …

Technology Partner Learn More

ROI Solutions

ROI Solutions is a client-driven company dedicated to providing the nonprofit community with the state-of-the art database technology combined with strategic consultation to maximize your organization’s efforts.  Our online application, Revolution …

Technology Partner Learn More

Salesforce.com

Salesforce.com is the enterprise cloud computing company. Based on salesforce.com’s real-time, multitenant architecture, the company’s platform and CRM applications have revolutionized the way companies collaborate and communicate with their customers. …

Technology Partner Learn More

Salsa Labs

Salsa Labs (Salsa) helps nonprofits ignite action and fuel change around the world by growing and engaging a base of support online. With Salsa, groups of all sizes can easily organize their supporters and chapters, fundraise, advocate, communicate thr …

Technology Partner Learn More

SofTrek Corporation

The mission of SofTrek Corporation is to provide donor management software, fundraising capabilities, managed hosting services, and technology solutions to nonprofit organizations. Their flexible and easy to use fundraising tools integrate with a nonpr …

Technology Partner Learn More

StratusLIVE

StratusLIVE provides the leading donor management and fundraising software solution for the nonprofit industry, built entirely on the latest Microsoft® Dynamics CRM 2011 platform, and delivered in a familiar Microsoft Outlook or web browser interface. …

Technology Partner Learn More

Tessitura Network

More than 400 theaters, orchestras, arts centers, university arts departments, museums, festivals, dance and opera companies are members of the Tessitura Network. Tessitura Network organizations are located in Australia, Canada, Ireland, New Zealand, U …

Technology Partner Learn More

Total Community Manager

Total Community Manager is an easy-to-use and affordable non-profit donor management software package that allows you to efficiently manage your entire community of stakeholders and maximize your fundraising capacity. TCM is unique because it dispenses …

Technology Partner Learn More

Consultant Partners

Venerable Fundraising and Marketing Consultants Partner with WealthEngine to provide clients with the insights they need for their marketing, sales, and fundraising campaigns.

WE-consultant-info-01.png

Featured Consultant Partners

Partner Description Specialty Areas Website

Dunham & Company

At Dunham+Company, our promise is simple: through our fundraising, marketing, and media expertise we will help you create more impact.

Consultant Learn More

CCS

CCS is one of the most comprehensive and widely recommendedfund-raising consulting and management firms in the world. Established in 1947, CCS serves as a trusted partner to leading non-profits. Our projects span the recognized philanthropic sectors. C …

Consultant, Fundraising Consultant Learn More

Consultant Partners

Partner Description Specialty Areas Website

Advancement Partners

Advancement Partners, Inc. specializes in institutional advancement consulting and capital campaign management for Catholic secondary education, with over 20 years of experience and half a billion dollars raised for more than 150 Catholic high schools. …

Consultant, Fundraising Consultant Learn More

AlumniLocators

Who are they…Where are they… How can you reach them? These fundamental questions resonate with every University and College development office, institutional advancement, annual fund and capital campaign given the expectation of contact data that requi …

Consultant, Direct Marketing Consultant, Fundraising Consultant Learn More

Angeletti Group

The Angeletti Group is a full-service consulting firm. We offer clients a breadth of services including strategic planning, campaign management, metrics-driven major gift programs, executive coaching, board development, organizational assessments, …

Consultant, Direct Marketing Consultant, Fundraising Consultant, Prospect Research Consultant Learn More

Aspire Nonprofit Partners

Aspire Nonprofit Partners brings strategic development services to the nonprofit sector with a focus on major giving, gift planning, capacity building, and sound organizational management principles.  Co-founders Susan Lasker Dankoff and Stev …

Consultant, Fundraising Consultant Learn More

Capacity Partners

Capacity Partners, Inc. helps nonprofit organizations meet today’s challenges of raising funds and driving growth.  They offer consulting services in strategic planning and fundraising, including feasibility studies, capital campaigns, and compreh …

Consultant, Fundraising Consultant Learn More

CCS

CCS is one of the most comprehensive and widely recommendedfund-raising consulting and management firms in the world. Established in 1947, CCS serves as a trusted partner to leading non-profits. Our projects span the recognized philanthropic sectors. C …

Consultant, Fundraising Consultant Learn More

Chase Solutions

Chase Solutions is a nationally known firm providing prospect research and data screening solutions for philanthropic organizations. Their services support the identification, cultivation and solicitation of major donors. Their donor profiles are regar …

Consultant, Prospect Research Consultant Learn More

Dunham & Company

At Dunham+Company, our promise is simple: through our fundraising, marketing, and media expertise we will help you create more impact.

Consultant Learn More

Gobel Group

Gobel Group is the leading consulting firm working exclusively in healthcare philanthropy, and the experts in helping clients build meaningful partnerships with clinicians to create a robust grateful patient program. These partnerships help clinician c …

Consultant, Fundraising Consultant Learn More

GV&A

GV&A has an unparalleled record of success in assisting their clients in executive search, effective planning, capital campaigns, successful facility development, and dramatic improvement to contributed and earned revenue. The firm’s clients range …

Consultant, Fundraising Consultant Learn More

Harvest Development Group

Harvest Development Group is a nonprofit consultancy firm. We specialize in personalized solutions to help nonprofits embrace the best business practices into their organization for exceptional results.

Consultant, Fundraising Consultant Learn More

Idealist Consulting

Powered by a commitment to social responsibility, Idealist Consulting implements change to improve our world. We provide advanced technical solutions that help organizations run efficiently.

Consultant, Fundraising Consultant Learn More

Jan Grieff Research Associates

Jan Grieff Research Associates specializes in prospect identification and research for non-profits, provideing the background material and framework for nonprofit organizations to raise funds successfully. Their prospect research matches the client’s f …

Consultant, Prospect Research Consultant Learn More

Kelsch Consulting

Kelsch Consulting serves higher education, independent schools and the non-profit community with customized services to build philanthropic support. Their services include staff, volunteer and leadership training programs, comprehensive advancement cou …

Consultant, Fundraising Consultant Learn More

Market Development Group

Market Development Group (MDG) provides fundraising counsel and service to a diverse group of nonprofit clients around the world. Since their founding in 1978, they have helped more than 500 organizations meet their challenges and realize their full po …

Consultant, Direct Marketing Consultant, Fundraising Consultant Learn More

Phoenix Philanthropy Group

The Phoenix Philanthropy Group serves the needs of many different nonprofit organizations, both around the world and around the corner. They pride themselves on delivering strategic, innovative, accountable, and outcomes-driven fundraisi …

Consultant, Fundraising Consultant Learn More

Pratapas Associates

Pratapas Associates, LLC provides fundraising counsel to not-for-profit organizations in the areas of Capital and Endowment Campaigns; Major Gifts; Events; Strategic Fundraising and Capacity Building Plans; Board and Volunteer development; and Executiv …

Consultant, Fundraising Consultant Learn More

Prospect Finder

The Prospect Finder provides services to help nonprofits, financial advisors and other business owners find and connect with their top prospects. Services include: Outsourced prospect research, including profiles prepared on high-net-worth individuals, …

Consultant, Prospect Research Consultant Learn More

Prospect Research & Development Strategies

Laura A. Solla, Prospect Research & Development Strategies is a consulting service specializing in prospect research, wealth and asset assessment, prospect identification, relationship network development, and prospect management strategies for ind …

Consultant, Fundraising Consultant, Prospect Research Consultant Learn More

Westfall Group

Westfall Group works to integrate proven, ethical principles of major gift resource development into the ethos of not-for-profit organizations, so that they may fulfill their missions and realize their dreams. Whether their program needs a few tweaks o …

Consultant, Fundraising Consultant Learn More

WPO Development

WPO Development is a full-service consulting firm offering planning studies, feasibility studies and on-site capital campaign management to nonprofit organizations across the country.

Consultant, Fundraising Consultant Learn More

Channel Partners

Through a strategic partnership with iconic organizations, WealthEngine is proactive in providing the training, resources, and enablement enabling notable results in marketing, sales, and fundraising efforts.

WE-partner-info-01.png

Featured Channel Partners

Partner Description Specialty Areas Website

Amazon Web Services

Amazon Web Services (AWS) is a subsidiary of Amazon that provides on-demand cloud computing platforms and APIs to individuals, companies, and governments, on a metered pay-as-you-go basis. In aggregate, these cloud computing web services provide a set …

Channel Partner, Technology Partner Learn More

Dun & Bradstreet

Dun & Bradstreet grows the most valuable relationships in business. By uncovering truth and meaning from data, we connect customers with the prospects, suppliers, clients and partners that matter most, and have since 1841. Nearly ninety percent of …

Channel Partner, Technology Partner Learn More

TransUnion

TransUnion collects and aggregates information on over one billion individual consumers in over thirty countries including “200 million files profiling nearly every credit-active consumer in the United States”.

Channel Partner Learn More

Channel Partners

Partner Description Specialty Areas Website

Amazon Web Services

Amazon Web Services (AWS) is a subsidiary of Amazon that provides on-demand cloud computing platforms and APIs to individuals, companies, and governments, on a metered pay-as-you-go basis. In aggregate, these cloud computing web services provide a set …

Channel Partner, Technology Partner Learn More

Dun & Bradstreet

Dun & Bradstreet grows the most valuable relationships in business. By uncovering truth and meaning from data, we connect customers with the prospects, suppliers, clients and partners that matter most, and have since 1841. Nearly ninety percent of …

Channel Partner, Technology Partner Learn More

TransUnion

TransUnion collects and aggregates information on over one billion individual consumers in over thirty countries including “200 million files profiling nearly every credit-active consumer in the United States”.

Channel Partner Learn More

Partner Directory

View a full list of our technology and consultant Partners

Become a Partner

Learn more about the benefits of becoming a Partner

Register Lead

Submit a lead and a sales professional will reach out.