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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 DonorSearch?

Since its founding in 2007, DonorSearch has become an essential and trustworthy partner for numerous nonprofits. Utilize real-time insights to make strategic decisions about which donor relationships to cultivate right now. With strong SOC2-compliant data security protocols, your information is kept safe within the United States. Our emphasis is on grasping your specific needs and ambitions, allowing us to offer tailored solutions that exceed your expectations. DonorSearch provides you with invaluable insights, donation histories, and wealth intelligence that help strengthen your connection to your mission. By leveraging artificial intelligence, DonorSearch delivers actionable insights that empower fundraisers to achieve their goals. Crafted for accuracy and efficiency, DonorSearch streamlines the prospecting process by identifying the most promising donors ready to support your cause. You can save significant time while expanding your prospect database through the intelligent tools and dependable data provided by DonorSearch. We enable prospect researchers and gift officers to engage with individuals who have a genuine connection to your cause, ultimately boosting your fundraising initiatives. With our cutting-edge approach, you can confidently forge relationships that lead to impactful support and create a community of loyal donors. This commitment to innovation ensures that your organization's mission resonates deeply, fostering long-term partnerships that make a difference.

Media

Media

Integrations Supported

AlumniFinder
Bloomerang CRM
Charityproud
DonorPerfect Fundraising Growth Platform
ProspectView Online
StratusLIVE
Tessitura
Total Community Manager

Integrations Supported

AlumniFinder
Bloomerang CRM
Charityproud
DonorPerfect Fundraising Growth Platform
ProspectView Online
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

DonorSearch

Date Founded

2007

Company Location

United States

Company Website

www.donorsearch.net

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

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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