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What is WealthEngine?

The WealthEngine Platform distinguishes itself within the market by offering unmatched wealth intelligence and advanced prospect research tools. By leveraging this platform, you gain critical insights that facilitate the identification, understanding, and efficient connection with high-net-worth prospects. With WealthEngine 9, you will achieve an exceptional comprehension of your prospects, donors, and clients through its cutting-edge features, which harness machine learning to sift through an impressive half a trillion data points. This meticulous analysis generates 250 million pre-scored profiles, updated over 5 million times weekly, that provide extensive insights into an individual's potential engagement, financial status, and propensity to support your organization, all available through an API. By employing insights from the innovative donor pyramid and wealth modeler, you can pinpoint your most promising prospects and growth opportunities while effectively categorizing your contacts. Furthermore, you can refine your outreach strategy by tailoring communications based on diverse criteria such as net worth, giving potential, historical donation behaviors, investible assets, and spending habits, all seamlessly integrated within your CRM system. This holistic methodology not only optimizes your engagement initiatives but also significantly boosts the likelihood of fruitful interactions, ensuring that your organization can maximize its impact and reach.

What is Candid Foundation Directory?

Candid’s Foundation Directory serves as a vital resource to optimize your strategy for funding applications. This platform not only showcases current Requests for Proposals (RFPs), which represent only a small segment of foundation funding, but it also reveals numerous additional funding sources that are essential for effective fundraising. To succeed in your fundraising efforts, it is crucial to delve into these broader opportunities. Access the most current and comprehensive insights available in the social sector to propel your fundraising initiatives ahead. The directory provides in-depth profiles of various grantmakers, allowing you to understand the grants they have previously distributed. Use this valuable information to pinpoint which funders should be prioritized in your outreach campaigns. Designed for foundations, academic institutions, and large organizations, the Foundation Directory offers a unique enterprise solutions subscription that allows your whole team to benefit at a discounted rate. Furthermore, Foundation Directory Essential is the most efficient and economical way to begin identifying potential grantmakers who may be inclined to back your projects. By leveraging these resources, you can significantly elevate your organization’s fundraising potential, making it easier to connect with the right funding sources. Ultimately, these tools will empower you to navigate the complex landscape of grants more effectively.

Media

Media

Integrations Supported

Charityproud
StratusLIVE
Tessitura
Total Community Manager

Integrations Supported

Charityproud
StratusLIVE
Tessitura
Total Community Manager

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WealthEngine

Date Founded

2000

Company Location

United States

Company Website

www.wealthengine.com

Company Facts

Organization Name

Candid

Date Founded

2019

Company Location

United States

Company Website

fconline.foundationcenter.org

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Categories and Features

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