Alternatives to Windfall

Compare Windfall alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Windfall in 2026. Compare features, ratings, user reviews, pricing, and more from Windfall competitors and alternatives in order to make an informed decision for your business.

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    Qloo

    Qloo

    Qloo

    Qloo is the “Cultural AI”, decoding and predicting consumer taste across the globe. A privacy-first API that predicts global consumer preferences and catalogs hundreds of millions of cultural entities. Through our API, we provide contextualized personalization and insights based on a deep understanding of consumer behavior and more than 575 million people, places, and things. Our technology empowers you to look beyond trends and uncover the connections behind people’s tastes in the world around them. Look up entities in our vast library spanning categories like brands, music, film, fashion, travel destinations, and notable people. Results are delivered within milliseconds and can be weighted by factors such as regionalization and real-time popularity. Used by companies who want to incorporate best-in-class data in their consumer experiences. Our flagship recommendation API delivers results based on demographics, preferences, cultural entities, metadata, and geolocational factors.
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    Blackbaud CRM

    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™.
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    Bloomerang CRM

    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.
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    Neon CRM

    Neon CRM

    Neon One

    Designed specifically for nonprofit organizations and membership associations, Neon CRM is a constituent management platform that offers a comprehensive view of supporters and members, which allows you to engage more meaningfully and bring in more revenue. With Neon CRM you can easily manage fundraising campaigns, events, communications, and more, while gaining valuable insights into your organization through intuitive reporting and administrative tools. Create an enhanced and memorable generosity experience with unlimited forms and templates, popular payment methods, and personalized emails. Streamline your organization's processes by automating email marketing, workflows, volunteer management, and payment processing, so that you can spend less time on administrative tasks, and focus more on driving your mission forward.
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    Starting Price: $99 per month
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    DonorSearch

    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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    ProspectView Online
    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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    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.
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    PixDynamics

    PixDynamics

    PixDynamics

    We listen and adapt our ways according to your project needs. You get all the benefits of working. With a focus on the affluent,PixDynamics delivers a precise net worth figure,not a range,and a spectrum of deterministic consumer attributes at individual household level. PixDynamics's proprietary data set is completely rebuilt on a weekly basis, giving customers the best and latest insights on their consultants. Built for your organization, PixDynamics solutions are designed to work with your systems and workflows to sync millions of records with your data on a weekly basis.Our solutions use liveness detection technology to determine and validate customer’s identities in real-time. It does so by comparing the user’s live image with the uploaded document using biometric anti-spoof algorithms. Our solution finds the financial frauds before onboarding customers in banks, NBFCs, mobile wallets.
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    Diligencify

    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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    NPO AUTHORITY

    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
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    GivingDNA

    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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    Wealth-X Screening
    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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    WealthEngine

    WealthEngine

    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.
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    Blackbaud ResearchPoint
    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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    ResultsPlus

    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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    Nexis for Development Professionals
    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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    MarketSmart

    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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    iwave

    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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    PrivCo

    PrivCo

    PrivCo

    Our comprehensive free-text search between industries, verticals, locations, and more means you can extract strategic insight all in one platform. Track market insights and automatically provide signals with PrivCo’s shareable watchlists to ensure that no valuable opportunity is missed. PrivCo is the leading data expert in Private Company Research. Over a decade worth of sources and experience that deliver on high-quality, structured, and ready-to-use data. Exclusive insights into company financials - revenue, EBITDA, valuations, and growth metrics. Focus on the data that gets to a conclusion. Our rich, in-depth datasets help different industry leaders and businesses make informed decisions. Streamline your research workflow with your colleagues with access to collaborative watchlists, investor tear sheets, and data exports.
    Starting Price: $83 per month
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    CharityCAN

    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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    AlumniFinder

    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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    Audience Town

    Audience Town

    Audience Town

    Don’t wing it with generic tools—upgrade your tech stack with industry-standard consumer analytics powerful enough to drive your business. Utilize real-estate-specific analytics to learn about who’s moving and when. It’s all about life events and expert insights on the behaviors of people on the moving journey. Knowing your audience better will impact every area of your business. Be more data-driven and thrive with our specialized analytics program built for just for real estate. Learn about your prospects and customers: home value, household size, renter vs buyer, income, size of household, age, gender, and more. Understand your audiences’ financial blueprint in depth: health, household savings, net worth, discretionary income, mortgage type, loan type, investment type, and more.
    Starting Price: $150 per month
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    NPO Info

    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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    PeerLogix

    PeerLogix

    PeerLogix

    PeerLogix (OTC: LOGX) is the recognized leader in the global OTT data-as-a-service space. The company tracks viewership data of more than 50,000 premium TV shows and movies across more than 180 million households as streamed from virtually every open-source OTT network, globally. This data can be leveraged to create actionable insights for advertisers, content creators, OTT platforms and strategic investors. PeerLogix observes, catalogs, and analyzes a massive amount of raw OTT viewership data. We then collate and package these data sets into unique products, both pre-constructed and customized, creating actionable value across an evolving and expanding set of use cases. Media buyers and data platforms utilize Peerlogix’s OTT viewership data to target advertising campaigns directly to households streaming OTT TV shows and movies, based on real-time viewership behaviors.
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    Brandify

    Brandify

    Brandify

    Brandify is a people-based programmatic advertising platform built around verified consumer identities, not IP addresses or device clusters. Instead of starting with a tactic like geofencing or CTV and guessing who might see the ads, Brandify defines the exact target audience upfront using a proprietary identity-based database of real individuals and households. Campaigns are delivered across Connected TV (CTV), display, video, mobile, and social channels with visitor-level attribution and optional contact reveal capabilities. Advertisers can target competitor visitors, affluent neighborhoods, homeowner segments, and custom audience profiles with measurable performance and transparent reporting. Brandify is designed for businesses that want precision targeting, reduced ad waste, and real attribution instead of broad geographic or IP-based targeting.
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    MoneyWare

    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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    Impala for Fundraisers
    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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    Fundmetric

    Fundmetric

    Fundmetric

    Fundmetric is an AI ecosystem that connects siloed data, enabling teams to maximize lifetime giving and increase the predictability of revenue. Use first-party behavioral data and machine learning to cultivate constituent interests, and leverage your data. Linear systems cannot account for real-world scenarios. it is important that software is flexible enough to adapt to and account for the real world in order to make progress in real time. Our approach to integration makes us system-agnostic. Our engineers build custom data integrations based on your systems and workflows. This means that our level of integration exceeds that of pre-built solutions, and provides the flexibility to account for changing data fields and dynamic organizations. Our ecosystem automatically labels data, building you a superior training data set. We address the training data deficit for fundraising organizations, by building the training data that the sector is lacking.
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    Blackbaud Raiser's Edge NXT
    On average, Raiser's Edge NXT customers experience: - 35% growth in number of donors - 48% growth in number of gifts - 44% growth in total dollars raised Blackbaud Raisers Edge NXT is a cloud-based fundraising and relationship management solution that's smart, fully integrated, and purpose-built exclusively for fundraising. Its advanced technology will streamline your data and reporting processes, increasing operational efficiency, and provide insight to every stage of the constituent lifecycle, helping you attract new supporters, engage them with the right communications according to their unique preferences, and grow their impact on your mission.
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    Agilon One
    Take your fundraising to the next level with a sophisticated donor management and CRM solution from Agilone, ONE. Agilon's ONE is ideal for mid to large nonprofits looking to manage, connect, and engage their constituents more effectively. ONE offers tools for membership management, multichannel fundraising, campaign management, events management, communication, scholarships and endowments, stewardship management, and more.
    Starting Price: $15000.00/year
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    Kestrelbox

    Kestrelbox

    Kestrelbox

    Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.
    Starting Price: $197/month
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    EverTrue

    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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    Waypoint Budget

    Waypoint Budget

    Waypoint Budget Inc.

    Waypoint Budget is a personal finance app that helps individuals and couples take control of their money. Connect your US or Canadian bank accounts through Plaid for automatic transaction syncing. Set monthly budgets by category and track spending in real time with visual breakdowns. Get personalized savings advice from an AI Money Coach that analyzes your actual spending patterns. Track your net worth across all accounts including registered accounts (RRSP/TFSA and 401k/IRA). Share budgets with your partner through household budgeting. Set financial goals with projected timelines. Includes smart categorization, recurring transaction detection, monthly reports, calendar view, CSV import, and bank-level encryption. Free tier available.
    Starting Price: $7.99
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    HomeZada

    HomeZada

    HomeZada

    HomeZada is an online platform and app for homeowners to manage their largest asset and biggest expense, their home. This includes offering a secure, cloud-based solution to track a home inventory, a home maintenance calendar, managing home projects and understanding total homeownership costs with home finances. It also a solution that assists businesses and organizations that service homeowners in industries like insurance, mortgage, real estate, home building and more to retain and engage their existing customers and gain net new customers. Your home is a big part of your net worth, so instantly stay on top of the changing nature of your estimated home value, home equity, and a 3 year home value forecast. Easily track all the financial details of your mortgage, home insurance, property taxes and any household expenses.
    Starting Price: $79.00/year
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    Asset-Map

    Asset-Map

    Asset-Map

    We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.
    Starting Price: $94 per month
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    TheStreet

    TheStreet

    TheStreet

    TheStreet, Inc. is a leading digital financial media company. We provide our readers and advertisers with a variety of subscription-based and advertising-supported content and tools through a range of online platforms, including web sites, mobile devices, email services, widgets, blogs, podcasts and online video channels. Our goal is to be the primary independent source of reliable and actionable investing ideas, news and analysis, financial data and analytical tools for a growing audience of self-directed investors, as well as to assist advertisers desiring to connect with our passionate, affluent audience. Since its inception in 1996, TheStreet's free, award-winning Web site, thestreet.com, has distinguished itself from other financial Web sites with its journalistic excellence and unbiased coverage of the financial markets, economic and industry trends, and investment and financial planning.
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    AdGear Trader
    Samsung Ads is an advertising ecosystem, powered by data from millions of Samsung devices, across smart TV and mobile – at every connected moment in the Samsung household. Advertisers can achieve reach, scale and precision across their entire media spend with brand-safe inventory, fueled by exclusive Samsung data and insights. With Samsung Ads, advertisers gain unmatched power to engage consumers as they discover new content, products, and experiences. We are building a future-proof advertising platform that literally reinvents the model of TV advertising. We use one-to-one, deterministic first party data that is powered by Automatic Content Recognition (ACR) technology which identifies content viewership across linear TV, Over the Top (OTT), and gaming environments. We have the ability to target and measure whatever is happening on the TV device, with privacy by design.
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    Roku Advertising
    Roku Advertising provides powerful ad solutions for brands looking to engage with streaming audiences on America’s #1 TV streaming platform. With a reach of over 125 million people across US households, Roku offers brands the opportunity to scale their marketing efforts with unmatched precision. By leveraging data, technology, and compelling ad experiences, Roku enables businesses to drive performance across awareness, consideration, and sales tracking. Whether you're a large brand or a growth marketer, Roku’s advertising platform helps optimize your campaigns with real-time insights and comprehensive analytics.
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    Bisnode

    Bisnode

    Dun & Bradstreet

    Manage customer touchpoints effectively, measure feedback in real-time, enhance customer experience and gain valuable insights based on smart data and analytics. Our market-leading Risk- and Credit management solutions are tailored to your needs, regardless of whether you are a large multi-market business or a small single-market startup. Remodel your customer relationships throughout the value chain, reduce waste and enhance performance with our Analytics Services – bespoke solutions satisfying your precise needs. Regardless of whether your business needs data about individual consumers, households, companies or industries, we have it easily accessible via API’s and web services.
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    Giveffect

    Giveffect

    Giveffect

    It's 2022, time to level up. Your organization deserves the best technology to thrive in the digital age. Our mission is to serve nonprofits by building the best nonprofit system, ever. Let us better your tech, so that you can better our world. Bring your development teams together with an easy to use software that combines 10 systems in one. No more working in silos. Increase team collaboration by using a single software that seamlessly connects and automates your data between departments. Enjoy a 360° view of all your nonprofit activities. Save time by eliminating the need to import and export between systems. Reduce redundancy, duplicates, and cost with one system that can do it all. We're not a generic sales CRM with nonprofit add-ons. We're nonprofit-centric to the core. Every feature is built specifically to further your mission of raising more funds, managing and growing your donor base, communicating with your constituents & supporters.
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    Affluent

    Affluent

    Affluent.io

    All your affiliate data in one dashboard. Affluent helps you save time, optimize campaign performance, and grow your business. Affluent is integrated with over 500 affiliate platforms with new networks added regularly. Have a network we haven’t covered yet? Let us know and we’ll build it for you – the development is on us! Affluent is a technology company modernizing the affiliate marketing industry by delivering powerful tools to underserved companies. We believe in the power of data and we believe that data should be accessible and insightful, no matter who you are. Those beliefs power who we are, and what we do.
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    HomePay

    HomePay

    Care.com

    HomePay is a payroll and tax-compliance service tailored for families employing household workers such as nannies, caregivers, and housekeepers. The solution handles all the critical aspects of household employment, from creating federal and state employer accounts, calculating gross-to-net pay, generating pay stubs, processing direct deposits, and managing PTO, to automatically filing taxes and providing year-end forms. It also assists with proper classification of workers (notably helping avoid misclassification as independent contractors), offers tools such as a nanny-tax calculator, and provides state-specific guidance for household employers. Users can activate their account in as little as one business day once registration is complete; the service mails back signature-ready forms in a postage-paid envelope. HomePay emphasizes making “household employment taxes completely taken care of” so that families can hire dependably and compliantly without extensive payroll-expertise.
    Starting Price: Free
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    Nines

    Nines

    Nines

    Nines is the industry‑awarded household and estate management platform for discerning households, family offices, property managers, boutique hospitality, yacht crews, and their private service professionals. With Nines, you can manage properties, people, and projects all in one secure place. Organize property information, keep track of tasks and team members, and ensure the answers you need are always at your fingertips. Assign tasks to household staff and vendors via mobile‑friendly checklists; automate recurring tasks; attach documents, photos, assets, and vendors to tasks; and follow progress in real time. Store and search your household manual, documents, preferences, paint colors, light‑bulb types, and more in one intuitive, searchable system. Empower staff with a digital house manual built from industry‑standard templates, layered permissions, and mentions to connect employees, residents, vendors, assets, and guidelines. 
    Starting Price: Free
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    Powerlytics

    Powerlytics

    Powerlytics

    The Powerlytics data platform provides the most comprehensive, accurate, and granular consumer and business financial data available. Underpinned by the financial statements of 30 million businesses and 150 million households, Powerlytics' platform helps credit unions, banks, and wealth management firms among others capture unprecedented insights to understand risk, identify market opportunities, target new customers, and conduct predictive analytics, analysis and research with a degree of precision that turns insights into action. All are delivered with zero customer friction. Unlike survey-based data, which is often subjective, inaccurate, and inconsistent or limited transaction data, Powerlytics is the first and only data platform to access complete business and consumer financial data and transform it into actionable insights from the source of truth data. Powerlytics’ data is complete and objective and can be combined with your customer data or used alone for a comprehensive view.
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    Blackbaud Fundraiser
    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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    Gains App

    Gains App

    Gains Money App Ltd

    The AI-powered budgeting app that helps you save money on your weekly shopping. Connect your bank accounts using open banking and set budgeting and savings goals, chat to Gains your AI-powered financial assistant to learn more about your spending habits, and get cashback on everything you buy at partner retailers. Save 30 mins a week chatting with your money Chat with your new financial best mate and get instant answers about where your money goes, and how to make it go further. No more boring spreadsheets. Smart budgeting tools to plan your spending With smart categorisation and goal tracking Gains helps you feel confident about your finances – improved financial confidence is linked to increased net worth. Earn on average 7%* cashback on your 
everyday spending Get cashback on groceries, clothing, household essentials, travel and more – with offers personalised to where you shop. Using industry standard Open Banking technology so you can earn rewards with confidence
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    Experian Mosaic
    Consumers know what they want, and they want brands to know them. To resonate with consumers and beat the competition, marketers need to ensure they are targeting the right consumers, with messaging that speaks to them, not at them. Successful marketers leverage a data-driven strategy, which goes beyond demographic data to include behavioral, lifestyle, and attitudinal information, enabling them to target and communicate with consumers on a deeper level. Experian’s easy-to-use Mosaic® USA consumer segmentation portal of 126 million households and 650 lifestyle and interest attributes empowers marketers like you to precisely target your ideal audience and communicate with them on a personal level. Mosaic’s data segments the US into 19 overarching groups and 71 underlying types, giving you the insights needed to anticipate the behavior, attitudes, and preferences of your most profitable customers and communicate with them on their preferred channels, with messaging that resonates.
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    BlastPoint

    BlastPoint

    BlastPoint

    Our technology is business results-driven, meaning that our partners’ strategic objectives are at the core of the customer intelligence we deliver. Understand your customers at the household level. Discover behavior patterns, demographics & values so you can meet them where they are with the solutions they need most. Acquire more customers and keep them for life. Optimize channels for more effective targeting & outreach. Enroll more customers in beneficial programs like paperless billing, assess customer risk, and predict customer payment patterns at the household level. Our customer intelligence platform makes AI-powered insights accessible to business users, no data management expertise necessary. This makes BlastPoint the go-to resource for business teams who seek to better understand the people and places they serve.
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    Tessitura

    Tessitura

    Tessitura Network

    Tessitura is a nonprofit tech company dedicated to helping arts and cultural organizations thrive. CRM lies at the heart of our mission and our technology platform. Ticketing works hand-in-hand with fundraising, membership, marketing, education and front of house. Intuitive tools help uncover business insights and turn data into action. And features like timed admission, integrated streaming and contactless scanning help build a sustainable future. The Tessitura community includes over 750 arts organizations and cultural attractions in 10 countries. Our staff provide 24/7 support and offer guidance to grow revenue and build lifelong engagement.
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    Wisely

    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.