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THE WEALTHENGINE ADVANTAGE


UNIQUE WEALTH INSIGHTS TO FIND YOUR NEXT BEST PROSPECT


INFORM YOUR PROSPECTING STRATEGY

Know your prospects, donors and customers better than you ever thought possible.
The WealthEngine platform applies machine learning to billions of data points,
creating millions of pre-scored profiles with regular refreshes to give you
detailed insights into an individual’s propensity, capacity, and intent to
engage with your organization.




SEGMENT 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.

Learn more



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 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

Ready to discover your next prospect?

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Work the way you want.
WealthEngine Premier platform
Get the insights you need to find, understand and engage wealthy prospects.
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Integrations
WealthEngine works with the leading partners to deliver solutions that integrate
into your existing workflows.
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Insights
Introducing Altrata
Altrata provides more than 100 million profiles and 4 billion connections
enhancing prospect research, business development and talent acquisition
strategies
Read Article

Insights
Luxury Real Estate 2023
Residential Real Estate 2023: Spotlight on the World’s Leading Markets for the
Wealthy looks at the importance of cities to the wealthy and highlights recent
global trends and their impact on the luxury real estate market.
Read Article

Insights
Due Diligence and Risk Mitigation in Donor Prospect Research
Establishing a due diligence process to vet potential donors is critical to
avoiding reputational damage and staving off financial risks to your
organization.
Read Article

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