Alternatives to WealthEngine
Compare WealthEngine alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to WealthEngine in 2026. Compare features, ratings, user reviews, pricing, and more from WealthEngine competitors and alternatives in order to make an informed decision for your business.
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Blackbaud CRM
Blackbaud
Blackbaud CRM™ provides comprehensive customer relationship management for large to enterprise-level nonprofits. Blackbaud CRM combines unmatched nonprofit expertise with industry-leading fundraising and customer relationship management software tools, integrated analytics, multichannel marketing, and data mining services to help large nonprofits build stronger and more productive relationships. Blackbaud CRM combines Blackbaud’s unmatched fundraising expertise with a complete nonprofit CRM software solution to empower your fundraising programs to grow. Overcome your most challenging communication and fundraising strategies through an integrated approach to online giving, peer-to-peer fundraising, multichannel marketing, database segmentation, and web design. Eliminate the guesswork by surfacing key insights such as wealth capacity and philanthropic giving trends with Blackbaud CRM's native prospect research solution — ResearchPoint™. -
2
Bloomerang CRM
Bloomerang
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. -
3
iwave
Kindsight
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. -
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Wealth-X Professional
Altrata
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. -
5
GivingDNA
GivingDNA
All-in-one fundraising analytics, data visualization, and wealth screening tool. Gain insights, understand your donors, and get results. External data alone doesn’t tell the complete story of wealth and propensity. We blend your constituent and giving file with our 3rd-party data to show your donors' full giving potential. Easily identify donors who are primed for next-level engagement with your organization. No one wants an impersonal or irrelevant experience. Your donors are no exception. Easy reporting saves you time and instantly uncovers opportunities & challenges. GivingDNA optimizes your portfolio so you can exceed your fundraising goals early. Refresh your file monthly and breathe new life into your prospect list. Stop wasting time and money with one-size-fits-all campaigns that resonate with only a few. GivingDNA is your personal data analyst that helps your team make informed decisions and exceed your fundraising goals. -
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NPO AUTHORITY
NPO AUTHORITY
NPOAuthority’s software represents a transformative solution for nonprofits seeking to enhance their fundraising strategies through expert prospect research. By integrating advanced features from industry leaders such as DonorSearch, NPOAuthority provides a comprehensive suite of tools for wealth screening and prospect research. This software offers in-depth insights into donor wealth, giving patterns, and philanthropic interests, granting access to detailed profiles that include net worth, real estate holdings, charitable contributions, and business affiliations. These capabilities enable the creation of highly personalized, data-driven strategies for engaging potential donors effectively. Beyond simple data collection, NPOAuthority excels in wealth screening and analysis, employing predictive modeling to identify the most promising prospects. Its advanced analytics integrate seamlessly with your existing donor database, enhancing your ability to execute targeted campaigns.Starting Price: $1,695 per year -
7
Blackbaud ResearchPoint
Blackbaud
Understand each constituent’s capacity, affinity, and inclination to give so you can grow revenue and find the best prospects for any campaign or program. View all publicly identifiable wealth indicators for each prospect, from real estate and public company stock ownership to philanthropic giving and nonprofit affiliations, with our WealthPoint screening. Group constituents by motivations and tailor stewardship with Affluence Insight, our proprietary donor persona segmentation that layers in predicted wealth attributes. Find the most likely donors for each of your programs and initiatives with ProspectPoint predictive models that use AI and our decades of modeling experience. Access the largest searchable database of philanthropic gifts, with Blackbaud Giving Search, to see records of gifts to other organizations. ResearchPoint makes it easy for your team to consume and act on the data. Do more with workflows designed specifically for nonprofit prospect researchers. -
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ProspectView Online
DonorSearch
Join the thousands of nonprofits using ProspectView Online, DonorSearch’s lightning-fast, comprehensive, and easy-to-understand solution. You’ll discover, qualify, and prioritize your best fundraising opportunities. The ProspectView Online research platform answers the question every fundraiser asks about their donors, “Who has the capacity and the demonstrated commitment to give generously to our cause?” We approach things from the standpoint that wealth does not equate to giving. Instead, giving behavior and history alongside wealth correlate to a greater likelihood of giving. ProspectView Online helps connect the dots between what is in a donor’s heart and their capacity to give. Explore the world’s largest philanthropic database for the proven charitable giving of individuals, organizations, or foundations. Discover new prospects and confirm giving interests by researching their philanthropy to similar causes by category, name, and geographic location. -
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Diligencify
Diligencify
Elevate decision-making with diligence profiles, and tailored reports on source wealth, affiliations, and concerns. Enhance your customer understanding while proactively managing compliance and mitigating regulatory risks through comprehensive intelligence. Explore donor profiles for in-depth insights on capacity, past donations, affiliations, and lifestyle of High Net Worth Individuals (HNWI). Dive into liquid net worth, strategically building relationships and optimizing engagement for effective fundraising initiatives. Gain insights into foundation affinity, historical donations, financial capacity, areas of interest, recent initiatives, and trustee information. Our thorough analysis provides essential knowledge for informed decisions and strategic engagements, optimizing your approach. Unlock unparalleled insights with Diligencify's curated datasets on HNW and ultra-high net worth UHNW individuals.Starting Price: $1,999 per 6 months -
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MarketSmart
MarketSmart
You need to build relationships with wealthy, passionate, and philanthropic minded donor prospects. Perhaps you already analyzed your donors’ giving histories, wealth-screened your list, and conducted intensive prospect research. So you might have information. But what you really need is engagements – meaningful conversations with qualified donor prospects. Our Engagement Fundraising software-and-service-duo helps fundraisers get meetings with the most passionate and wealthiest supporters at the right times when they are interested in finding meaning in their lives through giving. Both you and your supporters will love the Engagement Fundraising process because it’s truly donor-centric, leveraging technology to cost-effectively support your relationship-building efforts—with less pressure and more joy.Starting Price: $240.00/year -
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Wealth-X Screening
Wealth-X
Wealth-X Screening unlocks the potential in your customer or prospect data using state-of-the-art wealth screening software and services that leverage our unparalleled intelligence on the world’s wealthiest individuals. Our proven expertise in wealth valuation, as well as matching and identity resolution, enables our team of experts to screen your data more accurately and with greater results across the globe. Wealth-X Screening analyzes your existing database to unearth previously unknown high and ultra-high-net-worth individuals, revealing their wealth profile, and identifying their personal network. Wealth-X Screening also grades these individuals by wealth tier and match quality allowing you to easily categorize and prioritize potential targets. Expand your pool of qualified prospects and drive forward new development initiatives by identifying the relationship networks of these matches. -
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CharityCAN
CharityCAN
Our fundraising and relationship data software increases your return on fundraising investment. Streamline donor identification, qualification, and connection to optimize research and increase donations. CharityCAN helps Canadian charitable organizations find donors by bringing big data technologies to fundraising, helping you make informed decisions at every stage of the donor journey. Individual, foundation and corporate donor profiles complete with giving histories, biographical information, wealth identifiers, and verified relationship maps are just a search away. Unlock the full potential of your fundraising efforts with CharityCAN’s AI technologies. From personalized donor summaries to advanced chat functionalities, we’re here to help you connect, engage, and succeed in new ways. Quickly search all of our datasets for donation records, compensation records, and biographical information.Starting Price: $3,000 per year -
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DonorSearch
DonorSearch
Since 2007, DonorSearch continues to be the preferred and trusted partner of thousands of nonprofits. Make better decisions around which donor relationships to cultivate today with real-time information. Safely keep your data in the US with trusted SOC2-compliant data security measures. We prioritize your needs and desires to provide personalized solutions that exceed your expectations. DonorSearch gives you actionable insights, giving history and wealth intelligence that connects more people to your cause. DonorSearch uses artificial intelligence to give fundraisers actionable insights. Built for accuracy, efficiency, and expanding your donor pool, DonorSearch takes the guesswork out of prospecting, identifying the most ready-to-give donors. Save time expanding your prospect database with DonorSearch’s smart tools and accurate data. We help prospect researchers and gift officers connect with people who have an affinity for your cause. -
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Nexis for Development Professionals
LexisNexis
Gain confidence that you’re engaging the right donor prospects at the right time, in the right way. Nexis for development professionals streamlines your fundraising research, so you can connect with the perfect donors, maximize contributions, and avoid reputational risk. We offer the most comprehensive set of data points from a range of sources to help you get a full picture of your prospects. Feel certain you’re not missing key information. We streamline your path from search to story. With easier access to insights about a prospect, your organization can build strong, lasting relationships. We will help you to identify the best donor targets for future fundraising. Searching interests, bios, and geographies, you'll uncover companies, organizations, and people with a propensity to give. We understand that each prospect is key to the future of your organization and in turn, your mission. We commit to supporting you in finding donors and delivering results. -
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ResultsPlus
ResultsPlus
With ResultsPlus nonprofit CRM (Constituent Relationship Management) software, you can design and implement major donor cultivation strategies, foster your growing recurring gifts program, send appointments to officers "in the field" via iCal email attachments, and segment your constituents in innumerable ways. You can research your donors from within ResultsPlus to learn about their wealth holdings. Interested in Online Giving? We've got that too. What’s better is that you can then leverage all these features using our fully integrated overviews and dashboards to analyze your current performance, see where your prospects are in your giving pipeline, let your major gifts officers and account managers see, at-a-glance, where all their people are in the pipeline, and schedule the automatic distribution of reports to stakeholders. You can report on your campaign, appeal and fund performance along with how your various segments are doing. And this is just the beginning.Starting Price: $200 per month -
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Windfall
Windfall
Engage affluent households with actionable data you can trust. Uncover and prioritize your highest-value constituents in near real-time, with precise net worth data. Leverage meaningful insights to decode your audience, uncover hidden gems, and focus your outreach. Establish and cultivate lasting relationships at every touchpoint with the right message at the right time. In this session, discover the key challenges to decoding wealth data, the unique approach Windfall takes in determining a household’s precise net-worth, and examples of nonprofits successfully leveraging net-worth data to support their data-driven fundraising. Windfall's proprietary data set is completely rebuilt on a weekly basis, giving customers the best and latest insights on their constituents. With a focus on the affluent, Windfall delivers a precise net worth figure, not a range, and a spectrum of deterministic consumer attributes at the individual household level. -
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AlumniFinder
AlumniFinder
Increase your fundraising results by efficiently staying in touch with alumni and donors, identifying new prospects, and keeping your records up to date. You can’t reach donors when you don’t have the right details in your database. Get your records updated with the information you need to succeed. Gain intelligence about your donors and alumni. Add additional donor prospects to grow your supporter base and increase fundraising revenue. Take a deeper dive into your data to create fundraising campaigns that convert. Effectively identify and target supporters who are most likely to give. Support your mission with advanced fundraising strategies to win over donors. Know you’re reaching the right donor with the right ask to increase giving. AlumniFinder has supported the unique fundraising needs of the nonprofit community since 2001. Our data-driven intelligence heightens your ability to build existing donor relationships while focusing on development opportunities. -
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NPO Info
Double the Donation
NPOInfo by Double the Donation specializes in quality data appends for organizations looking to connect with their supporter bases and deepen their impact. We guarantee a high degree of accuracy in our results, ensuring your fundraising initiatives are built on data you can trust. We take the time to understand your mission and goals to ensure the services you receive from us are the best solution for you. The NPOInfo and Double the Donation teams leave no stone unturned. We’ll make sure that your organization can take advantage of every opportunity to learn more about your donors, supporters, and alumni. While every organization that fundraises has a need for donor data, we want to make sure we’re the right fit for your organization before committing to work together. We serve nonprofits, educational institutions, healthcare organizations, and associations. Our data enrichment process involves selecting the services that are helpful for your organization. -
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Fundraising KIT
Fundraising KIT
Get fundraising tools that help you acquire, steward, and engage with every donor in your database. Fundraising KIT’s donation pages and KIT insights personalize giving experiences so donors stay and grow with your organization. Fundraising KIT’s products plug directly into your existing CRM. Whether you’re syncing new donation records to your database, identifying existing supporters with the capacity to give, or tracking fundraising progress, KIT tools save you time and resources in the quest to increase revenue. Fundraising KIT’s donation pages make it easy to offer modern, personalized, and intuitive online giving experiences for your donors. Our donation page platform delivers a great donor experience with tools that bridge the gap between data, technology, and donor needs. Customize your pages and increase gift size with recurring gift prompts, personalized giving ranges, impact areas, tribute dedications, automatic tax receipts, thank you letters, QR codes, and social sharing. -
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Donorbox
Donorbox
Easily create a simple, conversion-optimized multistep donation form that works on any device. Take donors to your secure donation page or a pop-up donation form with a single click. A fundraising page is the perfect platform to share your mission with a powerful story and develop donor trust with engaging information. Create powerful campaigns that let you drive donor engagement effectively and raise funds quickly. Donorbox crowdfunding is loaded with features to lead your campaign to success. Donorbox Text to Give is super easy to set up and lets your donors give by sending a simple text message from their smartphones! Ideal for on-the-spot donation drives, church services, and conferences. Maximize campaign effectiveness, reach, and donations with unlimited fundraisers. -
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Blackbaud Fundraiser
Blackbaud
High-impact organizations choose Blackbaud fundraising software and strategy tools. As a development leader, you’re expanding your team’s outreach, increasing contributions, attracting new donors, and cultivating donor engagement. It’s challenging, and even the most successful fundraisers want to improve their processes. Blackbaud Fundraiser Performance Management makes fundraising easier and more efficient. Work with your designated customer success team to build your fundraising strategy and get individualized support. Give frontline fundraisers tools and mobile capabilities to find donors, track interactions, and manage long-term strategy. Identify the prospective donors most likely to give using custom predictive modeling and other donor research tools. Leverage industry-specific community data to define and meet fundraising best practices. Your gift officers’ time is best spent outside the office, connecting with prospective donors and nurturing relationships. -
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Beam Insights
Campbell & Company
Make plans based on real data, assess donor capacity, and track progress toward goals, all in real time. Identify opportunities and gaps in your donor base through capacity analysis that updates regularly. Drill deeper into capacity and inclination data for current and future prospects. Create unlimited annual giving and campaign (i.e. time-limited) scenarios to test and track different goals. Easily share key fundraising information with executive leaders and volunteers. With Beam Insights, you have access to full support and human insights from Campbell & Company’s fundraising and analytics experts. Our team takes care of the setup process and answers your questions along the way. Use Beam Insights on its own or bundled with fundraising counsel. Track your giving capacity and gift data through regular updates to account for new information added to your CRM or database. Benefit from customized analysis based on your goals and data. -
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360MatchPro
Double the Donation
Ready for the next generation of matching gift fundraising? Discover how 360MatchPro helps your organization raise more money, better engage your donors, and save staff time. 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit. From form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door. -
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Impala for Fundraisers
Impala
Your virtual fundraising assistant for institutional philanthropy. Suggests curated lists of prospect matches for you. Reveals connections and contact details to get you in the door. Recommends how much to ask for from new and past funders. Provides strategic intel on trends, funders, and peers. Generates smart prospect lists with actionable insights. Explore instantly curated lists of funder prospects matched for you. Use advanced metrics to decide which prospects are worth a closer look. Discover funders proven to support organizations like yours. Get the data you need to evaluate, cultivate, and solicit prospects in one place. Enjoy collaborative tools that let you research and manage prospects as a team. Access funders' alignment with your work, capacity to give, and relationship to you. See how your staff, board, and funders can get you in the door with warm intros. Unlock professional email addresses and LinkedIn accounts associated with prospects.Starting Price: $5,000 per year -
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Altrata
Altrata
Build relationships with exceptional business leaders, alumni, and wealthy individuals to drive your organization’s success. A purpose-built platform for exceptional people insights. Global coverage, predictive analytics, and strategic relationship models to identify, develop, and deliver unique growth strategies. Our platform can help you reach the people that matter the most to your organization. Find the latest data, human-refined for relevance. Access unique scalable insights delivered at any volume. Gain deep knowledge of people and companies. Discover granular details on donations, transactions, and more. Uncover the best paths to connect to your target individual, leveraging our unrivaled relationship mapping. Uncover hidden relationships and ways to connect with key individuals. Reveal relationship strengths and develop stronger connections across your network. Create personalized outreach to engage people who matter the most to you. -
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Data Axle Apogee
Data Axle
Nonprofit cooperative data to power your omnichannel strategies. Ignite fundraising goals with donor insights across digital and direct mail. Use Apogee to acquire new donors, reactivate lapsed donors & improve fundraising ROI. Our cloud-based modeling platforms will transform how you find and reach donors. Activate omnichannel audiences through email, direct mail, social, and more. The Apogee omnichannel cooperative is the first ever to deliver email addresses that are directly connected to donation history, supercharging digital fundraising and marketing. Audience indicators within Apogee unlock the best, most targeted audiences for a given campaign. Identify new potential donors in a matter of days. Power your campaigns with customized modeling. Apogee’s cloud-based modeling platform provides you access to the most current machine-learning techniques, making it easy to reach the right donors. -
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SmartAid
Moxoff
SmartAID is a web application to manage donor information and fundraising campaigns. Through a simple and intuitive interface, but also thanks to advanced data mining techniques, SmartAID allows you to easily navigate through the data and view indicators and statistics on your fundraising activities. Cariplo Foundation has launched a Capacity Building call to help NPOs to undertake a process of improvement on processes, organization and human resources. Contact us to start a dialogue aimed at defining a common project: Training , Coaching and Technical Assistance some of the topics that could be proposed for the organizational strengthening of your association. Redemption : percentage ratio between the number of donations received and the number of sendings made. Contribution for ever l : ratio between the total amount of donations received and the number of items sent. Average donation : average amount of donations.Starting Price: $333 per month -
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Millennium
Momentive Software
Millennium software is a comprehensive donor relationship management tool that provides your nonprofit with a 360-degree view of donations, communications, events, and personal contacts. Support your entire development strategy including events, campaigns, and memberships. Donors are crucial to your mission. Millennium allows you to dive into their profiles tracking elements like donation amounts and campaigns as well as relationships with key stakeholders. Millennium software helps nonprofits securely identify and create donor lists that can be used for powerful targeted fundraising campaigns. -
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Dataro
Dataro
Dataro uses machine learning to identify your most ready-to-give donors so you can run fundraising campaigns that waste fewer resources and earn more donations. Dataro generates predictions for every donor in your database, so you make the right ask, to the right donor, at the right time. We integrate with your CRM to analyze giving history and identify patterns that predict how each individual donor will likely behave next. Personalize donor journeys with individual donor predictions. From small-shop charities to large international nonprofits, see why fundraising teams love using Dataro to run high-return campaigns. Fundraising intelligence empowers fundraisers to track results in real time and benchmark against similar nonprofits to help improve performance. Dataro creates on-brand, fundraising-specific copy optimized for your goals. Personalize donor communications and get first drafts done faster. -
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Wisely
Wisely
Take the guesswork out of fundraising. Wisely provides real-time insight on who will give, how much, and when, so you can connect with the right donor at the right time. These courses are designed to educate nonprofit professionals, fundraisers, and prospect researchers on different fundraising concepts and provide additional knowledge and resources. Wisely’s AI-powered fundraising software solution gives you real-time insight into your donor portfolio so you can connect with the right donor at the right time, bring in more gifts, and enjoy a better donor experience. Wisely is a fundraising enablement tool that helps relationship-based gift officers better manage their donor portfolios. Using AI and machine learning, we identify who’s going to give, when they’re going to give, and how much you should ask for. Wisely presents users with only the information they need so they can focus on building relationships instead of getting bogged down by admin work. -
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DiversifyFund
DiversifyFund
Is your portfolio missing the preferred asset class of the wealthy? For over 30 years, real estate beat the stock market by a significant margin with less daily volatility. Diversify away from the stock market’s roller-coaster ride and grow value with real estate. The wealthiest have invested in real estate for decades. Now it’s your turn. At DiversyFund, we make it easy to buy shares in a portfolio of fully vetted, multifamily real estate. With the click of a button, you could own a piece of our fund across multiple properties. Your portfolio will be designed to function with one goal in mind, to grow your net worth like the 1%. DiversyFund is changing the way the everyday investor builds wealth. Find out how we empower the 99% to reach financial freedom. Our company was founded on the belief that everyone deserves access to the same wealth-building tools that have long been used by the 1% to create and sustain generational wealth. -
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BITA Risk
corfinancial
Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control. BITA Risk®, with client AUM of over £160bn, is part of the corfinancial™ group. Its BITA Wealth application is innovative, award-winning software for high and ultra-high net worth wealth managers. BITA Wealth provides investment teams, advisors/managers, and governance divisions with the tools they need to develop and grow their businesses in a controlled way. Suitable for wealth management firms, broker-dealers, private banks, trust companies and family offices, BITA Wealth is designed as a series of modules. Multi-dimensional investor profiling, considering risk, suitability and ESG characteristics and preferences, then systematically matching these to a firm’s investment proposition. -
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Avid AI
Avid AI
The only donor intelligence tool to unite nonprofit data across platforms and turn it into actionable steps for increasing donations. Stop jumping between analytics tools. Pool all your data into one source of truth. Use one dashboard for all of your real-time email, CRM, web, and social data. Pull analyst-level data with just a click. Visualize the entire donor journey across platforms. Don’t guess where to allocate resources. Get the full picture of your donors’ behavior. See the metrics that matter most across channels, life cycles, and giving levels. Segment audiences by their real-time behavior across platforms. Identify proven growth opportunities. Reach the donors behind the data. Know what questions to ask and what levers to pull. Discover your most valuable broad-based donors. Get immediately actionable recommendations from 7,000+ nonprofit marketing experiments. Pinpoint which activities drive donations and which don’t. -
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WealthBee Trading Journal
WealthBee
WealthBee is an all-in-one trading journal and financial insights platform designed to help traders track their portfolios, analyze trades, and optimize their investment strategies. Supporting stocks, options, and futures, it offers real-time P&L tracking, trade journaling, and net worth management, with customizable dashboards for personalized insights. Integrated with major brokers like Schwab, TastyWorks, and TD Ameritrade, WealthBee provides automated reporting, strategy categorization, and near-live pricing. Whether you’re managing a few portfolios or hundreds of trades, WealthBee equips you with powerful tools to grow your wealth.Starting Price: $35 -
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Crowd Wealth AI
ProdCrowd AI
Crowd Wealth AI is a cutting‑edge AI and wealth management product that revolutionizes financial planning and portfolio management through two integrated AI solutions, Wise Wealth AI and Wealth Lens AI. Wise Wealth AI delivers personalized financial planning tailored to both individuals and organizations by analyzing data to generate actionable recommendations, performing investment trend analysis with data‑backed growth strategies, optimizing portfolio diversification through tailored asset allocation, continuously monitoring performance and adjusting strategies based on market trends, and presenting insights via interactive AI‑powered dashboards. Wealth Lens AI provides visual financial insights into trends and portfolio performance, employs predictive modeling to forecast market changes, tracks comparative wealth metrics across demographic and organizational groups, and identifies emerging investment opportunities in new markets. -
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Altoo
Altoo
Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.Starting Price: Free -
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ExactAsk
ExactAsk
Targeting the precise ask that will increase a donor’s gift without over-reaching and driving them away. This is what ExactAsk is all about — maximizing each gift, each time, for each unique nonprofit cause, for each donor’s giving lifecycle. Behavioral Economics Modeling and real-time A.I. insight mean the ExactAsk service delivers quickly and precisely even in today's fast-changing environment - predicting donor giving amounts based on what is happening right now. Nonprofits need that agility and power today more than ever. ExactAsk collects donor data from a wide variety of internal sources and enters it into a patented machine-learning algorithm. That data is then used to deliver personalized Ask Amounts for each individual donor solicitation. Simply complete the campaign worksheet with your campaign types, cadence and volumes. -
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OVEX
OVEX
We started OVEX to break down the barriers that prevent people from entering the traditional financial system. We believe that wealth-creating investment opportunities shouldn't only be accessible to the wealthy, but should be available to all. Our team consists of software and financial engineers that are on a mission to decentralize finance. We move fast, so you can expect new products and features to be rolled out regularly. This is our way of doing things. -
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MoneyWare
Miles Software (EbixCash)
MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services. -
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Doorvest
Doorvest
Doorvest helps you identify, purchase, and own your first (or 10th!) rental home for as little as $35k. Generate passive, reliable income from day one. We believe building and retaining wealth through real estate has been the secret weapon of the ultra-wealthy for far too long. 90% of the world’s millionaires have attributed their wealth to real estate investing and yet homeownership rates have gradually declined to all-time lows. Doorvest is on a mission to advance the path to financial independence for the next generation. Own a home, generate passive income, build long-term wealth, accumulate tax breaks, all for as little as $35k. Unlock the advantages of investing in a single-family rental home. Doorvest will guide you every step of the way. Start earning on day one with a resident-occupied home. Gain a steady source of income that is always flowing. Receive multiple tax benefits for rental home expenses.Starting Price: $210 per month -
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Wealth-X Diligence
Altrata
Wealth-X Diligence provides a unique combination of in-depth intelligence on individuals spanning all levels of wealth for organizations looking to meet regulatory or best practice requirements and mitigate reputational and commercial risk. Our expert global research team helps you close the gaps in your compliance approach, including a comprehensive analysis of a client’s net worth and source of wealth, and identifying whether it has been accumulated legitimately. With increasing regulation and trends toward greater transparency, understanding the source of wealth is a cornerstone of due diligence. Organizations should not only be concerned with non-compliance and regulatory penalties but by the costs of reputational damage. The Wealth-X Diligence dossier helps to avoid information overload during the diligence process by providing concise and relevant intelligence and removing unnecessary noise. -
42
FamilyWealthGuru
FACT Software Group
Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations. -
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Aladdin Wealth
BlackRock
Aladdin Wealth™ is an industry-leading platform powering the future of wealth management. Built on the portfolio and risk analysis technology used by BlackRock and sophisticated institutions globally, we are transforming wealth businesses and changing how advisors engage with individual investors. Be on top of your business with comprehensive and insightful data that allows you to identify trends and manage effectively. Uncomplicate complex client needs with a holistic approach that brings relevant, timely insights to every client engagement. Meet the unique circumstances of every client while personalizing portfolios at scale. Accelerate and scale your business with powerful tools to engage clients and help them achieve their objectives. The speed and depth at which you understand what’s happening in your firm are critical. Interact with Aladdin Wealth™ analytics that spans your businesses, locations, and functions, all in one place. -
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AssetMark
AssetMark
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. As wealth expands, technologies and investment options become more complex. Clients will expect more from you, don't let your clients outgrow you. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, and administrative tasks, and more time on your clients. AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly to customize your solutions. -
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EverTrue
EverTrue
We bust silos by bringing modern technology and insights to teams that want to treat every donor like a person, not a number, and connect their passions to purpose — every single time. By connecting your database with insights from across the web, EverTrue delivers the most information about every constituent in a mobile, easy-to-use fundraising platform. It’s more important than ever to activate your donor base through the annual fund. Done right, it’s the foundation of a healthy, growing, and sustainable fundraising system that will keep the whole organization on track for years to come. One-size-fits-all email blasts aren’t getting it done anymore. But with access to TrueView, segmentation has never been simpler, making it incredibly easy to create and target outreach based on donor interests, engagement, giving history and more. -
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Ethic
Ethic
We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. Ethic provides personalized investment solutions that can be tailored to reflect individual sustainability and financial priorities. We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States. We’re a diverse team that combines extensive institutional investing, technology, data, and design expertise. We've been on our mission for over 5 years and now manage over $1B of sustainable investments. Our clients' collective carbon reduction to date is the equivalent of driving 5,657 cars. -
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FINTRX Platform
Capital Hedge
FINTRX provides accurate and comprehensive private wealth intelligence - empowering you to book more meetings, increase efficiency & expand your network. Global family office entity and contact decision maker intelligence. Industry leading financial firms leverage our powerful algorithms and expansive research team to better access the complex and rapidly changing private wealth ecosystem. FINTRX offers comprehensive private wealth data intelligence on Family Offices and Registered Investment Advisors (RIA's). Our data ensures you have access to current and accurate information, driving more meetings, increased efficiency & growth for your business. Find relevant decision-makers in a snap with powerful search filters and queries. Uncover the data you need, when you need it. Filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and more. -
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Acceleon
Acceleon
Built for mercantile and refund agents, investigative roles, finance, real estate, and accounts receivables. Our locate single and locate batch products are default tools for single and volume searching, allowing you to locate consumers and businesses. Skip tracing is a professional process used to trace someone who is difficult to find. It allows skip tracers to collect available information and use it to locate an individual or business. Our products have a mechanism to automatically skip trace lost customers. Information is produced in relation to addresses. telephone numbers and email addresses. Our web-based portal and broad cross-referencing help you quickly and efficiently find the up-to-date information you need on individuals and businesses. Fuzzy name searching effectively handles any misspelled, nicknames or aliases. Every record contains a wealth of secondary information, like occupancy length, co-inhabitants, or propensity to pay. -
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Raise
Gravyty
Raise’s algorithm identifies high-value donors to help you make qualification decisions fast. AI-powered email drafts let you rapidly create and deliver authentic donor communications. Spend less time on manual discovery and more time on donor outreach to maximize portfolio coverage and grow overall gifts received. Get prioritized outreach suggestions to contact the right donor at the right time. AI-generated email drafts empower you to rapidly communicate with your donors. Automatically track donor communications to your CRM records. Sync follow-up actions created in your CRM to get prompts when they’re due. AI-powered donor visit recommendations to make the most of your trips. Configure Raise to prompt non-fundraisers for targeted and impactful outreach. Easy to use video messaging tools. Connect with donors wherever they are, and at scale. Take a quick tour to see how Gravyty’s all-in-one donor engagement solution empowers you to deliver best-in-class digital giving strategies. -
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WealthERP
Ampsys Consulting Pvt Ltd.
WealthERP is a comprehensive wealth management platform designed for financial advisors, investment firms, and institutions to efficiently manage multi-asset portfolios. It offers seamless portfolio tracking, financial planning, and investment analysis, helping professionals make data-driven decisions. With intuitive dashboards, client management tools, and reporting capabilities, WealthERP simplifies wealth management, enhances efficiency, and ensures compliance with financial regulations.
