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WealthEngine
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Review

WealthEngine

Overview
Synopsis

WealthEngine provides wealth intelligence solutions to help fundraising, marketing and business development professionals create strategies to extend their reach and build their prospect pipeline.

Category

Sales Intelligence Platform

Features

•(Re)Search
•Wealth Scores
•Screening
•Predictive Analytics
•Lookalikes
•Consulting
•Prospecting
•Great Data

License

Proprietary Software

Price

Contact for Pricing

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

WealthEngine

What is best?

•Wealth Scores
•Screening
•Predictive Analytics
•Lookalikes
•Consulting
•Prospecting

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.7
7.6
Features & Functionality
8.7
8.4
Advanced Features
8.6
8.8
Integration
8.8
8.5
Performance
8.6
8.3
Customer Support
8.8
5.7
Implementation
9.5
Renew & Recommend
8.0
Bottom Line

WE predicts who are your best buyers, donors or investors and gives you the insights you need to understand what drives their decisions. The unique data takes the guesswork out of sales, marketing and fundraising, so you can engage with people most likely to buy, invest or donate--and you don’t waste time on the ones who won’t.

8.7
Editor Rating
8.1
Aggregated User Rating
3 ratings
You have rated this

WealthEngine (WE) provides wealth intelligence solutions to help fundraising, marketing and business development professionals create strategies to extend their reach and build their prospect pipeline. It predicts who the best buyers, donors or investors are and gives users the insights they need to understand what drives their decisions.

WE’s unique data takes the guesswork out of sales, marketing and fundraising, so users can engage with people most likely to buy, invest or donate. Some of WE’s most impressive features include WE Search which pulls together data from 60 sources to look through 300 million profiles and 122 million households. Users can discover a prospect’s – or existing customer’s – wealth, from assets and income to charitable contributions and stocks. The data is simple to use and available wherever it’s needed. And it easily integrates with users DMS and CRM systems.

In addition, WE Analyze is a predictive lead scoring and analysis platform that harnesses the power of one of the largest consumer data sets ever created enabling users to gain deep, actionable intelligence and quickly identify their best prospects. And with predictive analysis and modeling, WE finds new high-net-wealth prospects by deepening the data for its users’ best existing customers or donors.

Users are able to predict how much they’ll spend, invest or donate, and when they’re likely to do it. WE also helps create high performing organizations built around the best data available by providing them with consultants that are experts in data integration strategies, data processes, and marketing and fundraising strategies.

You may like to read: Top Sales Intelligence Platform

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1 Reviews
  • Dylan
    August 10, 2017 at 10:15 am

    Engage with people most likely to buy, invest or donate.

    Company size

    Medium (50 to 1000)

    User Role

    Consultant

    User Industry

    Computer

    Rating
    Ease of use8.4

    Features & Functionality8

    WE develops scores that accurately predict someone's wealth and their ability to spend. WE finds, acquires, cleans, normalizes and simplifies wealth, lifestyle and interest data.

    Advanced Features8.7

    Integration8

    Training 8

    Customer Support8

    Renew & Recommend8

    ADDITIONAL INFORMATION
    WealthEngine provides wealth intelligence solutions to help fundraising, marketing and business development professionals create strategies to extend their reach and build their prospect pipeline. WE predicts who are your best buyers, donors or investors and gives you the insights you need to understand what drives their decisions.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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