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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 MarketSmart?

Establishing connections with enthusiastic, affluent, and charitable donor prospects is essential. You may have conducted thorough research on potential donors, screened for wealth, and reviewed their giving patterns. While you might possess some useful data, what is truly crucial are the interactions—genuine dialogues and relationships with well-qualified donors. Our Engagement Fundraising platform, combining software and service, empowers fundraisers to secure meetings with the most dedicated and affluent supporters at optimal moments when they seek deeper meaning through their contributions. The Engagement Fundraising process is designed to be enjoyable for both you and your supporters, as it emphasizes a donor-centric approach that utilizes technology to facilitate relationship-building in a cost-effective manner, fostering connections with less pressure and more joy. Ultimately, this innovative strategy not only enhances fundraising outcomes but also enriches the overall experience for everyone involved.

Media

Media

Integrations Supported

Charityproud
StratusLIVE
Tessitura
Total Community Manager

Integrations Supported

NationBuilder

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$240.00/year
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

WealthEngine

Date Founded

2000

Company Location

United States

Company Website

www.wealthengine.com

Company Facts

Organization Name

MarketSmart

Date Founded

2008

Company Location

United States

Company Website

imarketsmart.com

Categories and Features

Lead Management

Lead Scoring
Lead Segmentation
Prospecting Tools

Wealth Screening

Not specified

Categories and Features

Fundraising

Alumni Management
Auction Management
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Pledge Management
Prospect Management
Volunteer Management

Nonprofit

Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Membership Management

Wealth Screening

Not specified

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