Welcome to WealthEngine, Inc., the premier provider of sophisticated prospect search and analytic solutions across multiple industries. Nonprofit organizations as well as financial services, and luxury goods companies rely on WealthEngine to refine their segmentation and targeting; consequently, communicating relevant messages to the right audience.

As you may know, privacy laws have changed and we at WealthEngine understand the importance of protecting your information. We have updated our privacy policy to explain how we collect, use, and disclose information on our website and through our WealthEngine products. 

What We Collect


We get information about you in a few different ways.

Information You Actively Give Us 

We collect your‎ name, postal address, email address, phone number, fax number, username, password as well as other information you directly give us on our site. We use this to maintain your account. When subscribing to one of our services we may also collect credit card numbers and associated billing information to charge and collect the applicable fees.

Information We Get From Others

We may get information about you from other sources. We may add this to the information that we collect directly.

Information Based on Your Actions

We log information about you and your computer. For example, when visiting our site, we log your computer operating system type, browser type, browser language, the website you visited before browsing to our site, pages you viewed, how long you spent on a page, access times and information about your use of and actions on our site. This helps us understand how our products perform and it also helps us improve and personalize our offerings to you.

Cookies

We may log information using “cookies.” Cookies are small data files stored on your hard drive by a website. We may use both session Cookies (which expire once you close your web browser) and persistent Cookies (which stay on your computer until you delete them) to provide you with a more personal and interactive experience on our site. This type of information is collected to make the site performs better when you use it and that it is a more tailored the experience with us, one that meets your specific interests and needs.

Use of Personal Information


We use your personal information to:

  • Provide you with services and customer support by responding to your requests, resolving disputes and/or troubleshooting problems
  • Personalize the site and services to you by understanding and analyzing how you use our services and what products and services are most relevant to you.
  • Communicate with you regarding our services
  • Collect aggregate statistics about use of our services;

We use Billing Information solely to receive the applicable payments.

Sharing of Personal Information


We may share your personal data with third parties that meet our data protection standards, with your consent. These are third parties with whom we have partnered to allow you to integrate their services into our own Services and with trusted third-party service providers as necessary for them to perform services on our behalf, such as:

  • Processing credit card payments
  • Serving advertisements
  • Conducting contests or surveys
  • Performing analysis of our services and customers demographics
  • Communicating with you, such as by way email or survey delivery
  • Customer relationship management.

Be assured that we only share your personal data as necessary for any third party to provide the services as requested or as needed on our behalf. These third parties (and any subcontractors) are subject to strict data processing terms and conditions and are prohibited from utilizing, sharing or retaining your personal data for any purpose other than as they have been specifically contracted for (or without your consent).

Security


We have put reasonable security measures in place to help protect against the loss, misuse, and alteration of your personal information. We conduct periodic self-assessments to verify that the data protection and privacy standards we promise continue to be implemented as presented.  We will retain a copy of your information in accordance with law and only so long as necessary to provide you with high quality and consistent services. We at WealthEngine also stay updated on security industry best practices such as certifications and audits in order to provide protection through measures beyond the prescribed standards.

Regarding Children


Neither our site, nor our products are directed to children and children are not eligible to use our services.  Protecting the privacy of children is paramount to us.  We do not collect or maintain personal information from people we actually know are under 13 years old, and no part of the site or services is designed to attract people under 13 years old.  If we later obtain actual knowledge that a user is under 13 years old, we will take steps to remove that user's personal information from our databases. 

Accessing and Controlling Your Information


If you would like to obtain a copy of your personal information, to update it or have it deleted from our database, you can contact us at privacy@wealthengine.com or call (301-215-5980). WealthEngine will comply with the request within a reasonable time period after the request has been received and verified. 

However, please note that even though you may request the deletion of your personal information, we may be required (by law or otherwise, such as to prevent fraud, resolve disputes, troubleshoot problems) to keep this information and not delete it (or to keep this information for a certain time) in which case we will comply with your deletion request after we have fulfilled such requirements. 

Contact


We know that as customers, you trust us to maintain rigorous standards and we strive to continue maintaining them. If you believe for any reason that WealthEngine has not adhered to this Privacy Policy, please contact us by email at privacy@WealthEngine.com.  We will do our best to address your concerns.  If you feel that your complaint has been addressed incompletely, we invite you to let us know for further investigation.

Call us at 877.927.8071 to find out more.

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