You Can Be Smarter Immediately: WealthEngine API for Real Time Intelligence

Customer intelligence can be the #1 differentiator – what sets you apart from competitors, what drives long-term brand loyalty. Now, consider it with real-time access. Bam!

Take this scenario: A customer purchases an item at your high-end retail store. You have their client record but you now use the WE API and immediately know their net worth, income, and real estate value. In a matter of seconds, you can start thinking about how to tailor your customer’s experience, deliver upgraded concierge services, and promote a premium line.

There are millions of transactions every day where the prospects ability to pay, donate, or invest can have a big impact on the marketing or customer management approach. Pretty much any big-ticket consumer purchase would fall into this bucket: car purchases, house purchases, vacations, luxury items, on and on. Broadly speaking, the WE API can play a valuable role by providing financial capacity insight into any of these transactions.

Developer implementation is easy. It’s a self-service process at launch.

  1. Go to
  2. Review our dynamic documentation
  3. See sample applications
  4. Sign up, test the API using dummy data via the sandbox
  5. Implement an application using the sandbox

At Launch

API delivers customer insights when any combination of Name and Address, Name and Email address or Name and Phone Number are provided in the API call.

What’s Coming

Enhanced insights will continually become available to develop more robust profiles and capabilities. A customer doesn’t need to reach out to a sales representative until they are ready to upgrade to a production API plan that will provide real WE data.

Start Now

Anyone may register for the WE API, by clicking on “Register”


There will be a customer care or tech engineer on call for ongoing support.

View Comments


Recent Posts

  • Article

Introducing Altrata

Euromoney People Intelligence, a divisional pillar of Euromoney Institutional Investor PLC, rebrands its business as Altrata,…

11 months ago
  • Uncategorized

A look at the Ultra Rich and the Impacts of their Wealth

WealthEngine’s sister company, Wealth-X, published the nineth edition of the World Ultra Wealth Report last…

1 year ago
  • Uncategorized

Trends in Giving Tuesday Fundraising Strategies for 2021

Retaining current donors and drawing new supporters is key to the health of any nonprofit.…

1 year ago
  • Uncategorized

The Next Generation of Wealth

Millennials will be the largest proportion of the wealthy and their giving practices shouldn't be overlooked. Organizations…

1 year ago
  • Uncategorized

Venture Philanthropy: Is it a Worthwhile Investment?

Successful nonprofits should look for new funding opportunities. In recent years, venture philanthropy has been…

2 years ago
  • Uncategorized

Giving Trends for Social Justice Organizations + 8 Ways to Leverage Them

This guide covers top giving trends for social justice causes, the future of donor landscapes,…

2 years ago