Audience
Nonprofit fundraisers
About WealthEngine
The WealthEngine Platform leads the market in delivering the best wealth intelligence and prospect research. When you’re using The WealthEngine Platform, you’re finally getting the insights you need to find, understand and engage wealthy prospects.
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. 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.
Other Popular Alternatives & Related Software
Virtuous
Virtuous is much more than a CRM - it is the only responsive fundraising platform designed to help nonprofit teams build better donor relationships and grow generosity. The world of fundraising has changed. Virtuous is your growth partner for the new normal ⏤ unifying fundraising, marketing, and donor development activities, ridding teams of redundant back-office tasks, and surfacing the insights and signals needed to deliver dynamic donor experiences at scale. Giving is deeply personal. We believe fundraising should be too. Virtuous is everything you’d expect from a robust CRM, plus data insights to help you build deeper donor relationships: email marketing, mail segmentation, campaign tools, and more, designed to increase engagement. Data-driven donor insights powered by wealth, social media, engagement, location, and other data to help you listen to constituents at scale.
See how Virtuous can unify and empower your teams to exceed your goals.
Learn more
Wealth-X Professional
Wealth-X Professional provides access to the world’s most robust collection of curated research and intelligence on high net worth (HNW) and ultra-high net worth (UHNW) individuals. With hundreds of thousands of records, Wealth-X Professional is the ultimate resource for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the world’s ultra-affluent. Connecting with the ultra-wealthy and cultivating new clients is about building trust by understanding their needs, wants, and desires. Engaging with this group means gaining insight through in-depth research and hand-curated intelligence. Utilize Wealth-X Professional to search for new prospective clients and donors based on criteria most relevant to your organization’s specific needs, or by identifying connections of your current relationships. Wealth-X Screening unlocks the potential in your customer or prospect data.
Learn more
iwave
Grow your fundraising with our intuitive layout, modern design, and next-gen architecture. iwave is the most recommended donor research solution among industry professionals. Why? It provides access to a comprehensive suite of reliable wealth, philanthropic and biographic information on prospective donors, so you can be confident you’re asking the right person for the right amount at the right time. With our wealth-screening tool, you can narrow down prospective donors with a proven capacity and inclination to donate major gifts. Our dataset aggregates wealth, philanthropic, and biographic information to build prospect profiles. Find the perfect fit for your organization so you can feel confident in your gift asks. You don’t have to leave your donor management system to access highly powerful fundraising intel. You’ll find it all here in our platform.
Learn more
Bloomerang CRM
Bloomerang CRM helps you raise more by turning donor data into deeper relationships and smarter strategies. With a complete 360º view of every supporter, this intuitive solution makes it easy to identify top prospects, personalize outreach, and retain more donors—without the complexity of disconnected tools or messy spreadsheets.
Engagement and Generosity Scores, real-time dashboards, and powerful mobile access help you see who’s ready to give and when to reach out—so you can fundraise with confidence. From first-time donors to lifelong champions, every interaction is an opportunity to inspire greater generosity.
As part of the Bloomerang Giving Platform, Bloomerang CRM connects seamlessly with your fundraising, volunteer, and stewardship tools—giving your entire team a single, unified view of donor relationships.
Whether you’re planning a campaign, segmenting your list, or building your year-end appeal, Bloomerang CRM helps you move faster, raise smarter, and grow stronger.
Learn more
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
WealthEngine
Founded: 2000
United States
www.wealthengine.com
Videos and Screen Captures
Other Useful Business Software
Gemini 3 and 200+ AI Models on One Platform
Build generative AI apps with Vertex AI. Switch between models without switching platforms.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
WealthEngine Frequently Asked Questions
WealthEngine Product Features
Lead Management
Lead Scoring
Lead Segmentation
Prospecting Tools
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Pipeline Management
Source Tracking
