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Effective wealth intelligence combines the art of using wealth, lifestyle and biographical research data with the science of advanced analytics and datamining techniques. It goes beyond simply understanding the wealth and biographical attributes...


This white paper provides a foundational perspective on the value of using analytics when developing an effective fundraising strategy. As part of WealthEngine’s series on The Fundamentals of Wealth Intelligence, we discuss how a...


Written for financial professionals, this WealthEngine white paper seeks to:

  1. explore the business development value of understanding the complete wealth and demographic profile of your clients and prospective clients,
  2. offer
  3. ...

Understanding your donors better and identifying new prospects helps you to build a stronger fundraising program. Integrating wealth data into your donor management system (DMS) or constituent relationship management (CRM) system is the key to...



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