Best Wealth Screening Software for Freelancers
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Compare the Top Wealth Screening Software for Freelancers as of July 2025
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What is Wealth Screening Software for Freelancers?
Wealth screening software helps organizations assess the financial capacity and philanthropic potential of individuals by analyzing wealth indicators, income levels, and asset ownership. It aggregates data from various sources to provide a comprehensive profile, including information on net worth, donation history, and lifestyle markers. This software is particularly valuable for non-profits, educational institutions, and fundraising teams, enabling them to identify high-potential donors and tailor engagement strategies accordingly. By segmenting prospects based on wealth capacity, organizations can focus their outreach efforts and increase donation effectiveness. Wealth screening software ultimately supports strategic fundraising, helping teams build stronger, more targeted relationships with donors. Compare and read user reviews of the best Wealth Screening software for Freelancers currently available using the table below. This list is updated regularly.
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1
Bloomerang
Bloomerang
Bloomerang is the community-focused nonprofit donor management software built to deliver a better giving experience and help organizations thrive.Starting Price: $79/month -
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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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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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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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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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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 -
8
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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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 -
10
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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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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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. -
13
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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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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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. -
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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. -
18
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 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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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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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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