Allego vs WealthEngine

Allego is the leading provider of modern revenue enablement software. GO, Allego’s Modern Revenue Enablement platform, brings together sales, enablement, and marketing teams to deliver the experience B2B buyers are looking for — in a single, comprehensive platform. With its patented technology, the GO platform ensures revenue teams curate the right content, ready sales teams to win with confidence, and engage with buyers in the right way at the right time for faster sales cycles and greater revenue.

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