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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
WealthEngine helps non-profits and fundraising organizations research potential donors. Users love the easy-to-use interface and comprehensive wealth information, including real estate values and stock holdings. However, some users have noted inaccurate data and slow loading times. WealthEngine integrates with Salesforce, but the integration has been described as clunky.
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Best for medium to large non-profits and fundraising teams.
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Ideal for non-profits, finance, and healthcare organizations.
WealthEngine features
Supported WealthEngine's database provides detailed profiles of wealthy individuals, including net worth, philanthropic interests, political donations, lifestyle preferences, business affiliations, career history, and family connections. |
Supported WealthEngine enables users to search for wealthy individuals using various criteria, such as name, location, net worth, and other relevant information, facilitating effective prospecting. |
Supported WealthEngine integrates with popular CRM and marketing automation platforms through APIs, allowing users to leverage wealth insights in their existing workflows. |
Supported WealthEngine offers real-time data updates, providing users with the most current information on wealthy prospects. |
Supported WealthEngine provides advanced analytics and reporting capabilities, enabling users to gain deeper insights into wealth trends and patterns. |
Supported WealthEngine's prospect research feature helps users identify and analyze individuals with high net worth and philanthropic inclinations, enabling more effective fundraising strategies. |
WealthEngine reviews
We've summarised 67 WealthEngine reviews (WealthEngine G2 reviews) and summarised the main points below.
- Easy-to-use interface and straightforward navigation for individual searches and data retrieval.
- Comprehensive wealth information, including real estate values, estimated income, stock holdings, and political giving.
- Helpful customer support and training resources.
- Ability to identify potential donors and prospects, including family connections and affiliations.
- Integration with Salesforce, enabling data-driven decision-making in fundraising efforts.
- Inaccurate data, especially outdated donor giving histories and inflated propensity to give scores.
- Slow loading times and occasional system glitches, especially when drilling down into records or uploading files.
- Cluttered profile pages with repetitive and non-useful information, making it difficult to find key details.
- Salesforce integration, while available, is described as clunky and not seamless.
- Pricing is considered high, especially for smaller organizations, with recent price increases and inflexible batch solutions.
WealthEngine alternatives
WealthEngine FAQ
WealthEngine is a prospect research and wealth intelligence platform that helps organizations identify and engage wealthy individuals. It offers comprehensive wealth profiles, prospect search tools, and CRM integrations to streamline fundraising and marketing efforts. WealthEngine helps organizations uncover hidden connections and philanthropic insights for more effective outreach.
What is WealthEngine and what does WealthEngine do?
WealthEngine is a prospect research and wealth intelligence platform that helps organizations identify and engage wealthy individuals. It offers comprehensive wealth profiles, prospect search tools, and CRM integrations to streamline fundraising and marketing efforts. WealthEngine helps organizations uncover hidden connections and philanthropic insights for more effective outreach.
WealthEngine integrates with popular CRM and marketing automation platforms, including Salesforce, through APIs. This allows seamless incorporation of wealth insights into existing workflows, enabling data-driven decisions within familiar systems.
How does WealthEngine integrate with other tools?
WealthEngine integrates with popular CRM and marketing automation platforms, including Salesforce, through APIs. This allows seamless incorporation of wealth insights into existing workflows, enabling data-driven decisions within familiar systems.
WealthEngine's main competitors include Windfall, DonorSearch, and Blackbaud ResearchPoint. These alternatives offer similar prospect research and wealth screening tools for fundraising and marketing. Other competitors like Pipeline Generation AI focus on sales pipelines and lead generation.
What the main competitors of WealthEngine?
WealthEngine's main competitors include Windfall, DonorSearch, and Blackbaud ResearchPoint. These alternatives offer similar prospect research and wealth screening tools for fundraising and marketing. Other competitors like Pipeline Generation AI focus on sales pipelines and lead generation.
WealthEngine is a legitimate platform used by nonprofits and businesses for wealth screening and prospect research. User reviews highlight its comprehensive data and user-friendly interface. However, some users mention data accuracy issues and high pricing as potential drawbacks.
Is WealthEngine legit?
WealthEngine is a legitimate platform used by nonprofits and businesses for wealth screening and prospect research. User reviews highlight its comprehensive data and user-friendly interface. However, some users mention data accuracy issues and high pricing as potential drawbacks.
WealthEngine does not publicly disclose its pricing. Contact their sales team for a customized quote based on your specific data enrichment and prospecting needs.
How much does WealthEngine cost?
WealthEngine does not publicly disclose its pricing. Contact their sales team for a customized quote based on your specific data enrichment and prospecting needs.
WealthEngine's customer service receives positive feedback. Users highlight the helpful and responsive support team, particularly for new users needing assistance with training and troubleshooting. Some users mention quick resolution times for technical issues and a willingness to address customer concerns.
Is WealthEngine customer service good?
WealthEngine's customer service receives positive feedback. Users highlight the helpful and responsive support team, particularly for new users needing assistance with training and troubleshooting. Some users mention quick resolution times for technical issues and a willingness to address customer concerns.
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.