Last updated on
Company health
Ratings
WealthEngine description
WealthEngine is a software that helps you find potential donors and customers. Using a huge amount of data, WealthEngine predicts which individuals are most likely to donate to nonprofits, invest in financial services, or buy luxury goods. You can use these insights to focus your marketing campaigns on the most promising prospects, saving your company time and resources. WealthEngine integrates with popular CRM and DMS platforms, making it easy to use this data in your existing workflows.
Who is WealthEngine best for
We find that WealthEngine is an excellent solution for organizations looking to identify and understand potential donors. The comprehensive data, including philanthropic interests and giving capacity, helps to target marketing and fundraising efforts effectively. Users particularly appreciate the P2G score and the regular updates to the platform.
-
Perfect for large enterprises, and a solid fit for medium-sized businesses seeking to boost fundraising efforts.
-
In our experience, WealthEngine is a hit with nonprofits, government, finance, banking, and insurance organizations.
WealthEngine features
Supported Wealth Intelligence Database: WealthEngine's database allows users to uncover insights about wealthy prospects, including net worth, philanthropic interests, political donations, lifestyle preferences, business affiliations, career history, and family connections. |
Supported Wealth Screening and Prospecting: This feature enables users to search for wealthy individuals using various criteria, such as name, location, net worth, and other relevant information. |
Supported CRM and Marketing Automation Integration: Users can integrate WealthEngine's data and insights into their existing CRM or marketing automation platforms through APIs. |
Supported Real-Time Data Updates: WealthEngine offers real-time data updates, ensuring that users always have access to the most current information on wealthy prospects. |
Supported Advanced Analytics and Reporting: The platform provides advanced analytics and reporting capabilities to help users gain deeper insights into wealth trends and patterns. |
Supported Prospect Research for Fundraising: This feature enables users to identify and analyze individuals with high net worth and philanthropic inclinations, allowing for more effective fundraising strategies. |
Supported Dedicated Support and Training: WealthEngine offers dedicated support and training resources to help users maximize the platform's capabilities. |
WealthEngine reviews
We've summarised 67 WealthEngine reviews (WealthEngine G2 reviews) and summarised the main points below.
- Easy-to-use interface and generally good user experience for individual searches.
- Comprehensive wealth-related information, including real estate, stock holdings, and political giving.
- Helpful P2G score for quick assessment of giving capacity.
- Excellent customer support and training resources.
- Regular product updates and additions of new features.
- Data accuracy issues, including outdated or incorrect information (e.g., giving history, real estate data, and personal details).
- Occasional system slowdowns and loading issues, especially with detailed searches.
- Salesforce integration, while available, can be clunky and require workarounds.
- High pricing, especially for full Salesforce integration and all features.
- Difficulties with batch data uploads and management, process can be opaque.
WealthEngine alternatives
WealthEngine FAQ
WealthEngine helps you find potential donors and customers. Using extensive data, it predicts who is most likely to donate, invest, or buy luxury goods. This allows you to focus marketing campaigns on the most promising prospects, saving time and resources. It integrates with popular CRM and DMS platforms.
What is WealthEngine and what does WealthEngine do?
WealthEngine helps you find potential donors and customers. Using extensive data, it predicts who is most likely to donate, invest, or buy luxury goods. This allows you to focus marketing campaigns on the most promising prospects, saving time and resources. It integrates with popular CRM and DMS platforms.
We find WealthEngine integrates with popular CRM and marketing automation platforms through APIs. This allows seamless incorporation of wealth insights into your existing workflows. It's worth noting that while Salesforce integration is available, some users have found it to be less than ideal.
How does WealthEngine integrate with other tools?
We find WealthEngine integrates with popular CRM and marketing automation platforms through APIs. This allows seamless incorporation of wealth insights into your existing workflows. It's worth noting that while Salesforce integration is available, some users have found it to be less than ideal.
WealthEngine's main competitors include Windfall, DonorSearch, and Blackbaud ResearchPoint. These platforms offer similar wealth screening and prospect research tools for fundraising and marketing. Other similar tools to consider are Pipeline Generation AI, Customer Analytics and Endole.
What the main competitors of WealthEngine?
WealthEngine's main competitors include Windfall, DonorSearch, and Blackbaud ResearchPoint. These platforms offer similar wealth screening and prospect research tools for fundraising and marketing. Other similar tools to consider are Pipeline Generation AI, Customer Analytics and Endole.
WealthEngine is a legitimate platform. It's generally well-regarded for its comprehensive data and user-friendly interface. However, we've found some users have reported occasional data inaccuracies and system slowdowns. Despite these issues, many find its features valuable for prospecting and fundraising.
Is WealthEngine legit?
WealthEngine is a legitimate platform. It's generally well-regarded for its comprehensive data and user-friendly interface. However, we've found some users have reported occasional data inaccuracies and system slowdowns. Despite these issues, many find its features valuable for prospecting and fundraising.
WealthEngine does not publicly disclose pricing information. Contact their sales team for a custom quote based on your specific data needs.
How much does WealthEngine cost?
WealthEngine does not publicly disclose pricing information. Contact their sales team for a custom quote based on your specific data needs.
We find that WealthEngine's customer service is generally considered excellent, with users praising the helpfulness and responsiveness of the support team. Some users mentioned occasional glitches, but the support team quickly addressed and resolved the issues.
Is WealthEngine customer service good?
We find that WealthEngine's customer service is generally considered excellent, with users praising the helpfulness and responsiveness of the support team. Some users mentioned occasional glitches, but the support team quickly addressed and resolved the issues.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.