The WealthEngine Advantage

Get Wealth Insights to Find Your Next Best Prospect

Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API.

Examine the ultra wealthy. Download the World Ultra Wealth Report 2022 today.

Segment Your Prospects Instantly and Personalize Your Campaigns

Find your best prospects and expansion opportunities using insights from the industry’s first donor pyramid and wealth modeler that automatically segments your contacts. Prioritize and personalize your outreach based on net worth, giving capacity, donation history, investible assets, propensity to donate, invest and spend, and much more – right from your CRM or DMS.

Screen shots of WealthEngine 9 Platform

Increase Conversions, Reduce Time and Cost to Close

Our clients repeatedly find substantial increases in ROI and reductions in their time and cost to acquire a customer or raise a dollar when using WealthEngine to screen, analyze, model and find their next best prospect.

Only WealthEngine 9 gives you the power to:

  • Find Prospects that Convert Faster
  • Reduce Your Time and Cost of Acquisition
  • Pull Data Directly Into Your Existing Systems via API

Case Studies

Nonprofits

WealthEngine for

Nonprofits

The Humane Society used donor insights to optimize ask amounts. Using WealthEngine’s API, they received real-time insights about wealth prospects as they entered the DMS.

WEALTHENGINE HELPED HUMANE SOCIETY INCREASE AVERAGE DONATIONS BY

100%

WealthEngine for

Financial Services

1st Global leveraged WealthEngine to use more than zip codes and real estate to uncover latent prospects with higher likelihoods of becoming wealth management clients.

WEALTHENGINE HELPED IMPROVE 1ST GLOBAL’S DIRECT MARKETING RESPONSE RATE BY

250%

WealthEngine for

Luxury

A High-end jewelry retailer used WealthEngine to identify a highly targeted list of 22,000 households with $5M+ net worth and custom demographic and lifestyle attributes.

WEALTHENGINE HELPED INCREASE ROI BY 340% ON THEIR DIRECT MAIL CAMPAIGN

340%

WealthEngine for

Higher Education

Colorado State University leveraged WealthEngine to screen individuals and tap into previously unidentified prospects for their campaign.

UNVEILING 20 UNKNOWN $1M+ PROSPECTS AND SURPASSING THEIR FUNDRAISING GOAL OF

$500M

WealthEngine for

Healthcare

St. Vincent’s Hospital utilized WealthEngine’s propensity to give scoring and other prospect attributes to segment and prioritize patients and prospects for development efforts.

ST. VINCENT’S HOSPITAL FOUNDATION INCREASE $10K GIFTS BY

62%

WealthEngine for

Your CRM

The operations team at a national nonprofit integrated WealthEngine Salesforce Connector App’s 360-degree view on donor subsets to increase efficiency.

USING SALESFORCE API, THEY SCREENED 100,000 DONOR PROFILES AT ONCE

100K

This Just In...

Webinar
Sep8,2021
​​​​​​You’re currently sitting at the intersection of sports and the wealthy consumer. We want to help you reach the right people at the right time who have the money to purchase your premium experiences. Do you know who your newest ticketholders will …
Webinar
Nov10,2020
We don’t live in a one-size-fits all world — so why would we treat our donors that way? In this webinar, representatives from WealthEngine, Classy, and Salesforce will walk you through strategies on how to use predictive wealth intelligence to better t …
Webinar
Sep17,2020
The world has been changing rapidly and nonprofit organizations are needing to be nimble in order to adjust to the new normal. Over the past few months, the importance of technology has reached a peak in allowing organizations to function as efficientl …
Webinar
Sep10,2020
You’ve got a mountain of data. How do you connect the dots to discover high potential clients and prospects? Attend this briefing to learn how to spot clients motivations and behaviors to personalize your campaigns. And with the recent landscape shift, …
This guide covers what SMART goals are, how to set them, and how to follow through on them. We’ll also cover common pitfalls to avoid. Using this process, you’ll be …
2020 threw nonprofits everywhere a curveball, leaving many fundraisers to wonder what 2021 could have in store. Fortunately, there are plenty of pandemic-proof fundraising strategies proven to help you reach …
WealthEngine’s Market Potential Reports provide a deeper understanding of opportunities to reach population segments based on estimated net worth, cash on hand, investible assets, business ownership, giving capacity and history, …
Virtual galas and fundraisers are becoming increasingly important in the age of the pandemic. Even though your champions and prospects can’t meet in person, they would love to support you …

Euromoney People Intelligence, a divisional pillar of Euromoney Institutional Investor PLC, rebrands its business as Altrata, a global partner delivering data and intelligence on the most impactful people to their clients’ success. In 2018, Euromoney b …

WealthEngine’s sister company, Wealth-X, published the nineth edition of the World Ultra Wealth Report last summer which explores trends in wealth generation across the globe. The report provides an in-depth analysis of the ultra high net worth (UHNW) …

Retaining current donors and drawing new supporters is key to the health of any nonprofit. Participating in GivingTuesday, an annual day of charitable giving celebrated worldwide, can help you accomplish both goals at once while raising funds. Even org …

Millennials will be the largest proportion of the wealthy and their giving practices shouldn’t be overlooked. Organizations must communicate with them now.  

Our Data Seamlessly Comes to You