BETHESDA, MD, October 20, 2020 — WealthEngine held its third annual WE Prosper Summit, a two-day event held virtually on Wednesday, October 14 and Thursday, October 15, 2020.
The WE Prosper Summit is a gathering of thought leaders from global causes and international brands. Participants come together for a two-day conference of rich keynote speeches, how-tos, roundtable discussions and presentations from 10 thought leaders among our clients and partners.
The theme of this year’s WE Prosper Summit was Growing the Pyramid. Thought leaders, experts, partners and clients will discuss the latest trends they’re seeing and best practices in raising more, while spending less considering the current climate.
The 2020 WE Prosper Summit featured key industry speakers including: Rohit Bhargava, Founder & Chief Trend Curator of Non-Obvious Company, Amir Pasic, Dean of the IUPUI Lilly Family School of Philanthropy, David Raab, Founder of CDP Institute, Eliza Mountcastle Shah, Chief Executive Officer, Lifter Leadership, Jill L Barrett, CEO, Evolve and Executive Director, The Lever Fund, Michelle Tilton, VP of Marketing, Infutor, Tom Ahern, President of Ahern Communications, Ink, Rob Gleave, Senior Manager, Solution Architecture for Nonprofits, Amazon Web Services (AWS), Jarrett OBrien, Non Profit Cloud Product Marketing Director at Salesforce, and many others.
WealthEngine also took the opportunity to hold their third annual WealthEngine Prosper Awards ceremony. The WE Prosper Awards honor leading brands and nonprofits that are delivering outstanding business and social impact using WealthEngine’s prospect engagement capabilities to deploy highly effective, personalized, wealth-aware campaigns.
“We are proud to recognize the recipients of our 2020 WE Prosper Awards and appreciate their support and their commitment to the communities they serve,” said Holt Truitt, Strategic Account Executive. “We look forward to continuing our partnerships, learning from their work to generate positive momentum, and helping them increase the impact they are able to have.”
The 2020 WealthEngine Prosper Award recipients were:
The University of Kentucky Healthcare
Embry-Riddle Aeronautical University
WealthEngine is the industry’s premier wealth intelligence software-as-a-service provider. The company has been supporting more than 3,000 marquee customers for over two decades. The company enables industry-leading higher education, healthcare systems, advocacy, financial services, and high-end luxury brands and hospitality organizations in capturing and retaining tens of billions of dollars. Fueled by its proprietary wealth and lifestyle signals, WealthEngine customers measurably improve their personalization and effectiveness across fundraising, capital campaigns, marketing, segmentation and overall engagement with their audience.
Rooted in machine learning, with a cloud-native architecture, the WealthEngine 9.x platform boasts an entirely new user experience to provide wealth, demographic and lifestyle signals that come together to formulate powerful scores, WealthScores™ available in real-time. Underpinned by the company’s SmartAction™ technology, it pinpoints, predicts and helps personalize engagement with potential prospects. WealthEngine’s platform is the most convenient way to continually sense and respond to changing motivations for their audience to connect, invest, buy or donate.
WealthEngine is an active participant in Pledge 1%, regularly giving back to the community it serves through time, product and donations. Based in Bethesda, Maryland, the company has sales offices throughout the US and a wealth research and analytics team in India. Learn more at www.wealthengine.com.
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