About
This app helps organizations identify and understand potential clients or donors. It provides access to a vast database of profiles with detailed financial and demographic information to uncover expansion opportunities.
What's New in WealthEngine
1.0.11
April 20, 2021
Fixed an issue in authentication.
Developer apps
FAQ
What is WealthEngine used for?
WealthEngine is a business intelligence tool designed to help organizations identify and understand potential clients or donors. It provides insights into net worth, giving capacity, and other financial indicators to uncover expansion opportunities.
What kind of data does WealthEngine provide?
WealthEngine offers access to over 250 million scored profiles of the U.S. population, including hard-to-find information on net worth, investable assets, cash on hand, business ownership, and potential inheritance.
How does WealthEngine help with prospecting?
The app features a donor pyramid modeler that segments donors by estimated net worth and giving history, helping fundraisers find similar prospects. Financial institutions can identify prospects based on various financial metrics.
Can WealthEngine help find connections to prospects?
Yes, WealthEngine includes a visual connections matrix that plots the shortest path to reach prospects through existing contacts, facilitating more effective outreach.
What types of individuals can be identified with WealthEngine?
Users can identify individuals showing signs of emerging wealth, potential liquidity events, likely inheritors, potential donors and sponsors, real estate investors, new investors, and growing families in need of financial products.
Is WealthEngine available on multiple devices?
Based on the provided data, WealthEngine is supported on iPhone and iPod devices.
How often is WealthEngine updated?
The latest version of WealthEngine was released on April 20, 2021, indicating a recent update. The initial release date was April 12, 2021.
Does WealthEngine have ads?
WealthEngine is ad-free, meaning you will not encounter advertisements while using the application.
