wealth models

Wealth models validate instincts by quantifying data. They enable fundraisers and marketers to make data-driven decisions instead of educated guesses.

With WealthEngine’s Hidden Donor Calculator, discover donors, hidden away in your database, who have major gift and annual giving potential.

artificial intelligence & machine learning

Artificial Intelligence and Machine Learning help customers build models to identify their next best prospects through up to date, personalized insights.

customer segmentation models

Customer segmentation models lead to personalized marketing and increased engagement. Read how models and customer segmentation analysis get big results.

They’re single and ready to mingle! Introducing our breakdown of the United State’s most eligible, wealthy singles. Learn all about their interests, where they live, what they do, and much more. With WealthEngine’s wealth and lifestyle insights, you ca …

The need for personalized wealth management is growing. But, how best can you engage your clients? Check out the top four emerging financial services trends of 2019.

grateful patient program checklist

Successful grateful patient programs prioritize gratitude and physician relationships. Check out our grateful patient program checklist to learn more.

concierge marketing strategy

Developing a concierge marketing strategy for your brand can help you identify and appeal to each consumer’s mindset, interests, and passions.

WealthEngine, as the leader in wealth intelligence in the United States, specializes in helping you identify, understand, and connect with wealthy individuals. Our WealthEngine Research Lab has updated our now highly anticipated 2019 U.S. Millionaire R …

Prospect Research Best Practices

Prospect research best practice recommendations combined with tailored solutions to help nurture both donors and prospects.

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