WealthEngine

Find your next best prospect, fast.

WealthEngine is a leading provider of advanced wealth identification and prospect research. This comprehensive database helps both the commercial and nonprofit clients elevate their campaigns, expand audiences, decrease acquisition costs, and increase revenue.

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Find wealthy prospects

Extend your reach and grow your prospect pipeline. Professionals across industries leverage our wealth intelligence solutions to fuel strategies and ignite connections.

Personalize your Campaigns

Prioritize and personalize outreach in an instant. Leveraging the industry’s first donor pyramid and wealth modeler, our AI technology automatically discovers prospects and expansion opportunities, right from your CRM or DMS.

Leverage our wealth intelligence

Instantly generate meaningful insight into your prospects. Our wealth intelligence contains actionable information including net worth, income, assets, real estate, charitable contributions and more.

Seamless Integrations

Integrated. Streamlined. Real-time. Receive vital donor intelligence directly into your CRM as it happens. Out of the box solutions are available for Salsa and Salesforce or customizable options to support your unique workflows.

Level-up your prospecting

Understand what factors predict conversion. Use those factors to ultra-segment an audience. WealthEngine allows you to engage prospects who are conversion-ready – all based on wealth and affinity.

Predictive modeling

Find your next best donor. WealthEngine modeling helps you find new prospects by strengthening the data on your existing donors and answering key questions about your constituents. We enable you to better analyze how much they will donate, and when they are likely to do it.

Campaign modeling

Identify and rank top prospects at the touch of a button. Using statistically derived, modeled scores, campaigns can be built around information representative of all levels of wealth — from individuals of modest means to ultra high net worth individuals.

Seamless integrations

Get all your systems and data working together. WealthEngine integrates directly into your systems and processes, bringing the power of our data right to your CRM.

Want to know more about WealthEngine?

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