WE have a host of materials including video to help guide you through your decision-making process.  Please check some out below, and please keep coming back as we’ll be adding new videos in the near future.

WE Overview

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.

WE Overview: Commercial

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.

WE Overview: Nonprofit

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 Analyze

WE Analyze is a predictive lead scoring and analysis platform that harnesses the power of one of the largest consumer data sets ever created, so you can gain deep, actionable intelligence and quickly identify your best prospects.

Our point-and-click web-based solution arms you with newly discovered insights to score leads and prioritize your actions.

WE Prospect

WE Prospect offers a simple way to find, understand and contact wealthy prospects with a high chance of conversion – all based on wealth and affinity. It’s part of both the WealthEngine and Salesforce platforms, so the power of prospecting merges right into your sales and marketing workflow.

WealthEngine for Salesforce

WealthEngine brings the power of our rich dataset directly into the Salesforce platform. Sales, marketers, and fundraisers all have the ability to find, understand, and contact wealth prospects all within Salesforce.

Marketing for Financial Services

WE Engage offers everything you need to get started with “Concierge Marketing”. Plus, it’s affordable, actionable, and easy to execute. Learn how we will help you analyze and segment high potential customers and prospects, develop a custom prospect list based on the results of the analysis & insights, and execute a targeted email campaign to engage directly with prospects. It’s time to get personal. Learn how WE can help you know Jack and drive great results for your business.

You Don't Know Jack

WE Engage offers everything you need to get started with “Concierge Marketing”. Plus, it’s affordable, actionable, and easy to execute. Learn how we will help you analyze and segment high potential customers and prospects, develop a custom prospect list based on the results of the analysis & insights, and execute a targeted email campaign to engage directly with prospects. It’s time to get personal. Learn how WE can help you know Jack and drive great results for your organization.

Concierge Marketing

Luxury customers are tired of being mis-targeted by irrelevant marketing messages and offers that simply prove brands don’t know who they are and what they want. Knowing more about your customers, personalizing their experience throughout the lifecycle, and reaching them through a relevant channel, will help drive new business, increase top-of-the-funnel ROI and maintain customer loyalty.

WealthEngine & SunTrust - Dreamforce 2017

WealthEngine SVP of Product Management, John Funge, leads discussion with Salesforce and SunTrust executives. They discuss how WealthEngine’s integration with Salesforce can help financial advisors build assets under management.

WE is trusted by thousands in the healthcare, education, financial services and luxury markets. Here are just a few satisfied clients and how we’ve helped them reach their goals.

National Aquarium

See how WealthEngine is helping the National Aquarium to improve their fundraising through increased efficiency with the WE for Salesforce Connector.

The Humane Society of the United States

See how WealthEngine helped The Humane Society of the United States drive superior fundraising with wealth data.

MedStar Health

See how WealthEngine helped MedStar Health increase their annual fundraising by 150% through their Grateful Patient Program.