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
November 10 1:00pm
We don’t live in a one-size-fits all world — so why would we treat our donors that way? In this webinar, representatives from WealthEngine, Classy, and Salesforce will walk you through strategies on how to use predictive wealth intelligence to better t …
Webinar
September 17 12:00pm
The world has been changing rapidly and nonprofit organizations are needing to be nimble in order to adjust to the new normal. Over the past few months, the importance of technology has reached a peak in allowing organizations to function as efficientl …
Webinar
September 10 12:00pm
You’ve got a mountain of data. How do you connect the dots to discover high potential clients and prospects? Attend this briefing to learn how to spot clients motivations and behaviors to personalize your campaigns. And with the recent landscape shift, …