It starts with our mission-to help you know more – much more about your customers and prospects. So every day WE searches for the best data sources out there, and WE integrates and normalizes those data sources. And what we’ve created is the world’s most thorough and accurate wealth intelligence platform. But WE knows that more data doesn’t mean better insight. So WE uses intricate data science to look through all that data and pull out meaningful insight about wealth, lifestyle and affinity. WE makes it easy to access our proprietary insight, WE delivers it in a useful context, and WE integrates with every major DMS and CRM. Our customers can see so much more about their own customers, and they can use that information to focus on the audience most likely to engage.


Power, Insight and Simplicity

At the core of everything WE does, is our cloud based wealth intelligence platform, The WealthEngine Platform. It puts the power of wealth-related insights and analytics at your fingertips. Through predictive analytics, the WealthEngine Platform identifies and cultivates new prospects by analyzing characteristics of your existing customers and constituents. It’s simple and easy to use, and within seconds provides accessible, comprehensive, reliable information. The WealthEngine Platform analyzes audience data from over 65 sources of wealth, demographic, business, charitable donation, and lifestyle information covering 300 million people in the US.

Adaptability and Productivity Comes Standard

As a software-as-a-service platform, the WealthEngine Platform is accessible across multiple platforms and devices, and seamlessly integrates into your business processes and technology. From data transfer to back office integration with the leading sales management, donor management and customer relationship management systems, the WealthEngine Platform supports the way you do business.


Built to Meet Today’s Challenges and Tomorrow’s Opportunities

Designed with 20 years and 4,000 customers’ worth of experience, the WealthEngine Platform is our most advanced system yet. Built on an open-architecture framework, the power of the WealthEngine Platform tackles today’s challenges and can take on future opportunities. WE offers a full suite of services for marketers and fundraisers, making it easier than ever for you to make the most of our wealth intelligence.


Using prospect research to identify and target top prospects, employing open communication through moves management and applying aggressive retention tactics are now a way of life for us. It’s what we do, what we rely on and part of our standard process.

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