WealthEngine provides wealth intelligence solutions to help fundraising, marketing and business development professionals create strategies to extend their reach and build their prospect pipeline.
Sales Intelligence Platform
Contact for Pricing
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
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.
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