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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.
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UNIVERSITY ALUMNI REPORT 2022
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SEGMENT YOUR PROSPECTS INSTANTLY AND PERSONALIZE YOUR CAMPAIGNS
Find your best prospects and expansion opportunities using insights from the
industry’s first donor pyramid and wealth modeler that automatically segments
your contacts. Prioritize and personalize your outreach based on net worth,
giving capacity, donation history, investible assets, propensity to donate,
invest and spend, and much more – right from your CRM or DMS.
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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...
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POPULAR
Webinar
TRIPLING YOUR ONLINE DONATIONS USING WEALTH DATA
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We don’t live in a one-size-fits all world — so why would we treat our donors
that way? In this webinar, representatives from WealthEngine, Classy, and
Salesforce will walk you through strategies on how to use predictive wealth
intelligence to better t …
Continue reading “Tripling Your Online Donations Using Wealth Data”
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GuidePublication
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”
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GuidePublication
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
GuidePublication
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
Sep17,2020
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”
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Article
INTRODUCING ALTRATA
Euromoney People Intelligence, a divisional pillar of Euromoney Institutional
Investor PLC, rebrands its business as Altrata, a global partner delivering data
and intelligence on the most impactful people to their clients’ success. In
2018, Euromoney b …
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Continue
Webinar
LESSONS FROM THE WORLD OF PREMIUM SALES
Sep8,2021
You’re currently sitting at the intersection of sports and the wealthy consumer.
We want to help you reach the right people at the right time who have the money
to purchase your premium experiences. Do you know who your newest ticketholders
will …
Continue reading “Lessons From the World of Premium Sales”
Watch
GuidePublication
HOW TO SET SMART GOALS FOR YOUR NONPROFIT
This guide covers what SMART goals are, how to set them, and how to follow
through on them. We’ll also cover common pitfalls to avoid. Using this process,
you’ll be better equipped to achieve your organization’s mission and impact more
people. If you’r …
Continue reading “How to Set SMART Goals for Your Nonprofit”
Download
GuidePublication
2021 STRATEGY GUIDE FOR FUNDRAISERS
2020 threw nonprofits everywhere a curveball, leaving many fundraisers to wonder
what 2021 could have in store. Fortunately, there are plenty of pandemic-proof
fundraising strategies proven to help you reach your goals. Download this
step-by-step guide …
Continue reading “2021 Strategy Guide for Fundraisers”
Download
Webinar
TRIPLING YOUR ONLINE DONATIONS USING WEALTH DATA
Nov10,2020
We don’t live in a one-size-fits all world — so why would we treat our donors
that way? In this webinar, representatives from WealthEngine, Classy, and
Salesforce will walk you through strategies on how to use predictive wealth
intelligence to better t …
Continue reading “Tripling Your Online Donations Using Wealth Data”
Watch
GuidePublication
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
GuidePublication
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
GuidePublication
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
Sep17,2020
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
Article
INTRODUCING ALTRATA
Euromoney People Intelligence, a divisional pillar of Euromoney Institutional
Investor PLC, rebrands its business as Altrata, a global partner delivering data
and intelligence on the most impactful people to their clients’ success. In
2018, Euromoney b …
Continue reading “Introducing Altrata”
Continue
Webinar
LESSONS FROM THE WORLD OF PREMIUM SALES
Sep8,2021
You’re currently sitting at the intersection of sports and the wealthy consumer.
We want to help you reach the right people at the right time who have the money
to purchase your premium experiences. Do you know who your newest ticketholders
will …
Continue reading “Lessons From the World of Premium Sales”
Watch
GuidePublication
HOW TO SET SMART GOALS FOR YOUR NONPROFIT
This guide covers what SMART goals are, how to set them, and how to follow
through on them. We’ll also cover common pitfalls to avoid. Using this process,
you’ll be better equipped to achieve your organization’s mission and impact more
people. If you’r …
Continue reading “How to Set SMART Goals for Your Nonprofit”
Download
GuidePublication
2021 STRATEGY GUIDE FOR FUNDRAISERS
2020 threw nonprofits everywhere a curveball, leaving many fundraisers to wonder
what 2021 could have in store. Fortunately, there are plenty of pandemic-proof
fundraising strategies proven to help you reach your goals. Download this
step-by-step guide …
Continue reading “2021 Strategy Guide for Fundraisers”
Download
Webinar
TRIPLING YOUR ONLINE DONATIONS USING WEALTH DATA
Nov10,2020
We don’t live in a one-size-fits all world — so why would we treat our donors
that way? In this webinar, representatives from WealthEngine, Classy, and
Salesforce will walk you through strategies on how to use predictive wealth
intelligence to better t …
Continue reading “Tripling Your Online Donations Using Wealth Data”
Watch
WEBINARS
Webinar
LESSONS FROM THE WORLD OF PREMIUM SALES
Sep8,2021
You’re currently sitting at the intersection of sports and the wealthy consumer.
We want to help you reach the right people at the right time who have the money
to purchase your premium experiences. Do you know who your newest ticketholders
will …
Continue reading “Lessons From the World of Premium Sales”
Watch
Webinar
TRIPLING YOUR ONLINE DONATIONS USING WEALTH DATA
Nov10,2020
We don’t live in a one-size-fits all world — so why would we treat our donors
that way? In this webinar, representatives from WealthEngine, Classy, and
Salesforce will walk you through strategies on how to use predictive wealth
intelligence to better t …
Continue reading “Tripling Your Online Donations Using Wealth Data”
Watch
Webinar
HOW CDC FOUNDATION IS RAISING MILLIONS USING TECHNOLOGY AND DATA TO FIGHT COVID
Sep17,2020
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
Sep10,2020
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
View all webinars
GUIDES
Guide
HOW TO SET SMART GOALS FOR YOUR NONPROFIT
This guide covers what SMART goals are, how to set them, and how to follow
through on them. We’ll also cover common pitfalls to avoid. Using this process,
you’ll be …
Continue reading “How to Set SMART Goals for Your Nonprofit”
Download
Guide
2021 STRATEGY GUIDE FOR FUNDRAISERS
2020 threw nonprofits everywhere a curveball, leaving many fundraisers to wonder
what 2021 could have in store. Fortunately, there are plenty of pandemic-proof
fundraising strategies proven to help you reach …
Continue reading “2021 Strategy Guide for Fundraisers”
Download
Guide
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, …
Continue reading “Market Potential Reports”
Download
Guide
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 …
Continue reading “A Step-by-Step Guide to Hosting a Virtual Fundraiser”
Download
View all guides
ALL
Article
INTRODUCING ALTRATA
Euromoney People Intelligence, a divisional pillar of Euromoney Institutional
Investor PLC, rebrands its business as Altrata, a global partner delivering data
and intelligence on the most impactful people to their clients’ success. In
2018, Euromoney b …
Continue reading “Introducing Altrata”
Continue
Article
A LOOK AT THE ULTRA RICH AND THE IMPACTS OF THEIR WEALTH
WealthEngine’s sister company, Wealth-X, published the nineth edition of the
World Ultra Wealth Report last summer which explores trends in wealth generation
across the globe. The report provides an in-depth analysis of the ultra high net
worth (UHNW) …
Continue reading “A look at the Ultra Rich and the Impacts of their Wealth”
Continue
Article
TRENDS IN GIVING TUESDAY FUNDRAISING STRATEGIES FOR 2021
Retaining current donors and drawing new supporters is key to the health of any
nonprofit. Participating in GivingTuesday, an annual day of charitable giving
celebrated worldwide, can help you accomplish both goals at once while raising
funds. Even org …
Continue reading “Trends in Giving Tuesday Fundraising Strategies for 2021”
Continue
Article
THE NEXT GENERATION OF WEALTH
Millennials will be the largest proportion of the wealthy and their
giving practices shouldn’t be overlooked. Organizations must communicate with
them now.
Continue
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