WealthEngine for Salesforce

All the best of WealthEngine, a single click away

The WealthEngine for Salesforce Connector App establishes a powerful link between the WealthEngine Platform and Salesforce, providing you instant, valuable, and easy access to comprehensive wealth insight. This allows you to find, understand, and engage with wealthy prospects directly in your instance.



Connecting Salesforce with our world-class WealthEngine Platform, brings Salesforce users direct access to more than 50 WE data elements and proprietary wealth scores and ratings.

Trusted Partners

WealthEngine is a certified ISV Partner with nearly 500 joint customers with Salesforce. We fuel wealth-aware campaigns with actionable wealth and lifestyle insights to personalize your sales, marketing, and fundraising campaigns.

Fueling Campaigns

For more than 20 years, we have ensured our clients engage in highly personalized and precise conversations with their audiences to find their next best prospect and drive growth. By elevating campaigns to the power of WE, our clients expand their audiences, decrease acquisition costs and increase revenue, along with the lifetime value of their donor or customers.

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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Our team is standing by and ready to help.