This Privacy Policy (the “Policy”) outlines WealthEngine, Inc. (“WealthEngine”) data practices. It also provides information regarding sending opt-out requests. California Residents: In addition to this Policy, please also see Notice for California Residents page regarding rights of California residents.

  1. About WealthEngine
    WealthEngine’s customers are nonprofit and for-profit organizations. Our products and services are used by nonprofit organizations for fundraising and by for-profit companies for marketing and business development. WealthEngine provides prospect, search, and analytic solutions. Our products and services are focused on providing wealth intelligence to our customers. 
  2. Opt-Out Requests
    We respect your desire to opt-out. If you wish to opt-out from sale of your personal information, please follow our opt-out page (which also includes an online request form).
  3. Contact Information 
    WealthEngine contact information: i) principal office address is 4340 East West Highway, Suite 900, Bethesda, MD 20814 and ii)

    California residents also have a toll-free number available to contact WealthEngine: 855-962-0390

  4. Source of Information for WealthEngine Product and Services
    WealthEngine’s core data set includes publicly available data, personal information data sourced from third party suppliers and licensors, and analytics/methodologies that are proprietary to WealthEngine.
  5. Additional Information About WealthEngine Products and Services for California Residents
    In addition to information already provided under this Policy, below is additional information regarding disclosure and sale of personal information by WealthEngine. 

    Following are the categories of personal information included in products and services sold by WealthEngine:

    1. Identifiers
    2. Professional/Employment Related Information
    3. Commercial Information
    4. Education Information
    5. Biometric Information
    6. Inferences

    The foregoing may also be disclosed to WealthEngine Channel Partners and Service Providers. See Section 6 and 7 below for more information.

  6. Disclosure to WealthEngine Channel Partners
    WealthEngine utilizes various sales channel partners to make its products and services available to end users. These sales channel partners, include, CRM integration partners and reseller partners.
  7. Disclosure to WealthEngine Service Providers
    WealthEngine utilizes service providers in the normal course of WealthEngine business for hosting data, such as, data centers, cloud service providers.
  8. Information Collected from WealthEngine Customers
    Any information provided by and collected from WealthEngine’s customers is governed by the parties’ respective agreement.
  9. General Visitors to WealthEngine Website
    This section covers information regarding general visitors to (the “Website”). Customers use of our products and services through the Website are governed by such customers’ contract with WealthEngine and not by this section.

    By accessing, using, and/or submitting information through, you consent to the practices described in this Policy with regard to the information collected thereby as described herein. If you do not agree with this Policy, you must delete all cookies from your browser cache after visiting the Website and refrain from visiting or using the Website.


    Similar to many commercial websites, we utilize “cookies” and other similar technologies (all collectively, “Cookies”) to identify visitors to the Website. Cookies allows web servers to recognize the computer used to access a website. Cookies store information accessed through your browser to streamline activities on related web sites, and make the online experience easier and more personalized. Information gathered through Cookies and web-server log files may include information such as the date and time of visits, the pages viewed, IP addresses, links to/from any page, and time spent at a site.

    The Website may include options for visitors to submit information to WealthEngine to request a product demonstration, download an article, etc. Such forms may provide the option of submitting personal information, such as your name, job title, company, email address, or phone number. In addition, when submitting information on a Website, your submission will be associated with the IP address you are then using, which is automatically assigned to your computer by your Internet Service Provider.


    We use Cookie data to measure site traffic and usage activity for the purposes of improving and enhancing the functionality of the Website, to look for possible fraudulent activity, to better understand the sources of traffic and transactions on the Website, and/or for our advertising and marketing efforts. We may share the foregoing information with our vendors that assist us with our advertising and marketing efforts.

    Cookies also allow our servers to remember your account information for future visits and to provide personalized and streamlined information across related pages on the Website. You can choose to disable Cookies for the Website but this may substantially limit your ability to use our Website.

    Information collected from Website submissions (such as, request for demonstration) will be used for WealthEngine’s internal business purposes, such as, sales, and marketing.