wealthengine.comWealthEngine - Wealth Screening, Search, Segmentation, Prospecting

Skip to content WealthEngine Menu Platform Features Wealth Search Wealth Screening Prospect Research Analyze Model Integrations Solutions Advocacy Financial Services Marketing/Agencies Luxury Travel & Hospitality Arts & Culture Healthcare Higher Education Get Started Request Demo Professional Services Support Developers All Integrations API Documentation API Example API Use Cases API FAQ Login Sign Up Case Studies Advocacy Financial Services Luxury Arts & Culture Healthcare Higher Education Partners Resources Blogs Luxury Financial Services Prospect Research Modeling & Analytics Healthcare Higher Education Capital Campaign Giving Tuesday Video Publications Webinars Events About Security Contact News Careers Management Free Demo Free Demo Webinars Blog Contact 844.392.6827 Sign In WE Platform Developers The WealthEngine Advantage Get Wealth Insights to Find Your Next Best Prospect Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API. Request a Demo October 14-15, 2020 | Virtual Event for Clients & Partners REGISTER FREE TODAY Space is Limited Register Now Personalize Your Campaigns Using Wealth and Lifestyle Indicators Find your best prospects and opportunities using insights like estimated net worth, giving capacity, donation history, cash on hand, investible assets, interests and passions, propensity to donate, invest and spend, and much more – right from your CRM, DMS or your own platform. Show Me Details Increase Conversions, Reduce Time and Cost to Close Our clients repeatedly find substantial increases in ROI and reductions in their time and cost to acquire a customer or raise a dollar when using WealthEngine to screen , analyze , model and find their next best prospect . Only WealthEngine 9 gives you the power to: Find Prospects that Convert Faster Reduce Your Time and Cost of Acquisition Pull Data Directly Into Your Existing Systems via API Success Stories Case Studies WealthEngine for Nonprofits The Humane Society used donor insights to optimize ask amounts. Using WealthEngine’s API, they received real-time insights about wealth prospects as they entered the DMS. WEALTHENGINE HELPED HUMANE SOCIETY INCREASE AVERAGE DONATIONS BY 100% WealthEngine for Financial Services 1st Global leveraged WealthEngine to use more than zip codes and real estate to uncover latent prospects with higher likelihoods of becoming wealth management clients. WEALTHENGINE HELPED IMPROVE 1ST GLOBAL’S DIRECT MARKETING RESPONSE RATE BY 250% WealthEngine for Luxury A High-end jewelry retailer used WealthEngine to identify a highly targeted list of 22,000 households with $5M+ net worth and custom demographic and lifestyle attributes. WEALTHENGINE HELPED INCREASE ROI BY 340% ON THEIR DIRECT MAIL CAMPAIGN 340% WealthEngine for Higher Education Colorado State University leveraged WealthEngine to screen individuals and tap into previously unidentified prospects for their campaign. UNVEILING 20 UNKNOWN $1M+ PROSPECTS AND SURPASSING THEIR FUNDRAISING GOAL OF $500M WealthEngine for Healthcare St. Vincent’s Hospital utilized WealthEngine’s propensity to give scoring and other prospect attributes to segment and prioritize patients and prospects for development efforts. ST. VINCENT’S HOSPITAL FOUNDATION INCREASE $10K GIFTS BY 62% WealthEngine for Your CRM The operations team at a national nonprofit integrated WealthEngine Salesforce Connector App’s 360-degree view on donor subsets to increase efficiency. USING SALESFORCE API, THEY SCREENED 100,000 DONOR PROFILES AT ONCE 100K This Just In... Popular Webinars Guides All Popular Guide Publication Market Potential Reports WealthEngine’s Market Potential Reports provide a deeper understanding of opportunities to reach population segments based on estimated net worth, cash on hand, investible assets, business ownership, giving capacity and history, interests and passions, … Continue reading “Market Potential Reports” Download Guide Publication A Step-by-Step Guide to Hosting a Virtual Fundraiser Virtual galas and fundraisers are becoming increasingly important in the age of the pandemic. Even though your champions and prospects can’t meet in person, they would love to support you through an online event. Download this step-by-step guide to set … Continue reading “A Step-by-Step Guide to Hosting a Virtual Fundraiser” Download Guide Publication 2020 Giving Tuesday Toolkit Are you ready to rock #GivingTuesday? December 1st is rapidly approaching. Ensure your organization is equipped to make the most of its #GivingTuesday fundraising efforts by leveraging WealthEngine’s all-in-one toolkit. Download the #GivingTuesday too … Continue reading “2020 Giving Tuesday Toolkit” Download Webinar How CDC Foundation is Raising Millions Using Technology and Data to Fight COVID Sep 17, 2020 The world has been changing rapidly and nonprofit organizations are needing to be nimble in order to adjust to the new normal. Over the past few months, the importance of technology has reached a peak in allowing organizations to function as efficientl … Continue reading “How CDC Foundation is Raising Millions Using Technology and Data to Fight COVID” Watch Webinar How to Track Down High Potential Clients in a Mountain of Data Sep 10, 2020 You’ve got a mountain of data. How do you connect the dots to discover high potential clients and prospects? Attend this briefing to learn how to spot clients motivations and behaviors to personalize your campaigns. And with the recent landscape shift, … Continue reading “How to Track Down High Potential Clients in a Mountain of Data” Watch Guide Publication Guide to WealthEngine’s Predictive Models Using this Guide to WealthEngine Models, you will gain detailed insights into all of the models we offer. Not only will we walk you through the information you will need so our trusted data scientists can craft an algorithm just for you, but we’ll also … Continue reading “Guide to WealthEngine’s Predictive Models” Download Guide Publication A Look at Millennial Wealth The population of young wealthy people is growing. By 2030, millennials will hold 5 times as much wealth as they have today. They are expected to inherit $68 trillion from their predecessors in the Great Wealth Transfer. In order to effectively reach m … Continue reading “A Look at Millennial Wealth” Download Guide Publication The 2019 U.S. Millionaire Report Want to increase sales or donations? Of course, every brand or organization does! Wealth continues to grow and the number of millionaires keeps climbing across generations worldwide. Your business or nonprofit has an incredible opportunity to engage an … Continue reading “The 2019 U.S. Millionaire Report” Download Article How to Create a Donor Pyramid to Raise More for Your Capital Campaign Starting or running a capital campaign? Here’s how to build a donor pyramid or fundraising pyramid to ensure success. Skipping this step can be costly. Continue Webinars Webinar How CDC Foundation is Raising Millions Using Technology and Data to Fight COVID Sep 17, 2020 The world has been changing rapidly and nonprofit organizations are needing to be nimble in order to adjust to the new normal. Over the past few months, the importance of technology has reached a peak in allowing organizations to function as efficientl … Continue reading “How CDC Foundation is Raising Millions Using Technology and Data to Fight COVID” Watch Webinar How to Track Down High Potential Clients in a Mountain of Data Sep 10, 2020 You’ve got a mountain of data. How do you connect the dots to discover high potential clients and prospects? Attend this briefing to learn how to spot clients motivations and behaviors to...