Success Stories

Videos

National Aquarium & WealthEngine

VIDEO04/25/18

WE Overview: Nonprofit

VIDEO02/05/18

WealthEngine™, Inc. (WE) is a leading provider of audience intelligence solutions to customers targeting HNW clients in the healthcare, education, and nonprofit markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the fundraising processes of more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine’s proprietary data set covers over 240 million US consumers.

WE Overview: Commercial

VIDEO02/05/18

WealthEngine™, Inc. (WE) is a leading provider of audience intelligence solutions to customers targeting HNW clients in the financial services and luxury markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the sales and marketing processes of more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine’s proprietary data set covers over 240 million US consumers.

WealthEngine for Salesforce

VIDEO01/30/18

WealthEngine™, Inc. (WE) is a leading provider of audience intelligence solutions to customers targeting HNW clients in the healthcare, education, financial services and luxury markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the sales, marketing and fundraising processes of more than four thousand clients. Headquartered in Bethesda, MD serves organizations and companies across the country.

WealthEngine & Suntrust – Dreamforce 2017

VIDEO11/10/17

Meet the WealthEngine leadership team – the people who stop at nothing to deliver the best wealth intelligence solution in the marketplace. See how our brand has evolved and where we’re headed – all in the name of helping our clients meet and exceed their marketing and fundraising goals.

Publications

Podcasts

Events

Webinar
May 20 1:00pm
Join us for an executive briefing and live Q&A with Chady Alahmar, CEO of Wealth at Old National Bank, and Raj Khera, EVP at WealthEngine, as they share best practices to help you grow your portfolio in the midst of economic uncertainty.
Webinar
April 23 12:00pm
As we all continue to navigate through the COVID-19 pandemic, nonprofit leaders are turning their focus from implementing an initial emergency response to creating tactical and adaptive plans. Join CCS Fundraising for a session that will reflect on the …
Webinar
April 23 11:30am
This upcoming session will give you guidance in developing a Caregiver Relief Fund for those on the front lines. Additionally, learn how ChristianaCare Health System developed a strategy for coordinating hundreds of PPE donations including face masks, …