# WealthEngine

> Prospecting and client expansion tool with detailed demographic and financial data. (iPhone/iPad app by Wealth-X LLC.)

- Source: https://appshunter.io/ios/app/wealthengine/id1528836021 (this page in markdown: same URL + `.md`)
- Developer: [Wealth-X LLC](https://appshunter.io/developer/1174770629)
- Category: Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 11.0 · 42 MB
- Languages: English
- Released: 2021-04-12
- Data updated: 2026-07-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthengine/id1528836021/reviews.md

## What is WealthEngine?

WealthEngine’s mobile app helps your organization find your best prospects and client or donor expansion opportunities. Our 250 million scored profiles of the U.S. population include hard-to-find information that helps you know your customer or donor better. Use the app in conjunction with your WealthEngine account to get insights on the go.

Prospecting On the Go

Fundraisers gain prospecting insights from the industry's first donor pyramid modeler that automatically segments your donors by estimated net worth, giving capacity, and donation history and then finds prospects who look just like your best donors. 


Financial institutions use WealthEngine to identify prospects based on net worth, investable assets, cash on hand, business ownership, and much more. 


See a visual connections matrix that plots the shortest path to reach your prospects through people you already know. With industry-leading match rates and client/donor models, you'll find more of the right prospects to reach your financial goals -  right from your CRM, DMS, or your own platform using our APIs.

Examples of WealthEngine’s Insights:

Identify millennials who show signs of emerging wealth

Spot potential liquidity events before they happen such as finding high net worth business owners age 50-70

See who is likely to inherit wealth like children of high net worth individuals

Find potential donors and sponsors based on giving capacity, donation history, and interests

Identify real estate investors such as people who own 3 or more local properties

Find new investors based on cash-on-hand, stock holdings, and accredited investor status

Locate growing families in need of financial products, real estate

## Key features

- Prospecting insights
- Donor pyramid modeler
- Client/donor segmentation
- Connections matrix
- Identify emerging wealth
- Spot liquidity events


## Frequently asked questions about WealthEngine

### 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.

## Version history (last 3 releases)

### 1.0.11 — 2021-04-20

Fixed an issue in authentication.

### 1.0.10 — 2021-04-19

Fixed minor bugs and cosmetic issues.

### 1.0.9 — 2021-04-12

No release notes.

## Apps similar to WealthEngine

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Fund.Fwd](https://appshunter.io/ios/app/fundfwd/id6740220413) | 5.0 (1) | Free | Business |
| [Uplevyl - UpHub](https://appshunter.io/ios/app/uplevyl-uphub/id1572977506) | 4.9 (14) | Free | Business |

## More apps by Wealth-X LLC

- [Wealth-X](https://appshunter.io/ios/app/wealth-x/id560992020)
- [RelSci](https://appshunter.io/ios/app/relsci/id586788248)
- [BoardEx](https://appshunter.io/ios/app/boardex/id1082714362)

All apps by Wealth-X LLC: https://appshunter.io/developer/1174770629

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-01.*