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

Events

Webinar
May 15 2:00 PM
Wealth details alone may not be enough to predict your best donors. As part of serving and stewarding donors, a data-driven approach to audience segmentation needs to also include lifestyle and interest data. WealthEngine’s descriptive modeling tool le …
Webinar
April 25 2:00 PM
As you may have seen in our previous webinar on our upcoming WealthEngine 9.0 platform, we are bursting with excitement to share all the cool features with you, starting with our brand new Profiles! With WealthEngine 9.0 Profiles, you’ll experience: Ro …
Webinar
April 17 2:00 PM
You’ve already heard the news: our entirely new platform, WealthEngine 9, launches in just weeks! In order to get you ready, we are hosting a series of webinars to build your knowledge of all the great features and benefits. In this webinar about segme …