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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 Data Axle Apogee?

Utilize nonprofit cooperative data to significantly improve your omnichannel strategies. Enhance your fundraising goals by tapping into donor insights via digital channels and traditional mail efforts. With Apogee, you can successfully attract new donors, re-engage those who have lapsed, and increase your fundraising return on investment. Our cloud-based modeling tools will transform your strategies for donor acquisition and outreach. Effortlessly connect with a variety of audiences through multiple channels, such as email, direct mail, social media, and more. Importantly, the Apogee omnichannel cooperative is the first of its kind to offer email addresses linked directly to donation records, greatly enhancing digital fundraising capabilities. The valuable audience insights provided by Apogee allow you to identify the most appropriate and targeted audiences for your campaigns. Within just a few days, you can uncover new donor prospects and energize your initiatives with customized modeling. Apogee’s cloud-driven platform guarantees access to cutting-edge machine-learning techniques, making it easier to reach the ideal donors. This forward-thinking methodology not only optimizes your outreach efforts but also boosts the overall effectiveness of your fundraising strategy, paving the way for long-term success. By employing these innovative tools, organizations can ensure a more sustainable and impactful fundraising future.

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

Data Axle

Date Founded

1972

Company Location

United States

Company Website

www.dataaxlenonprofit.com/apogee/

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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