WealthEngine

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
WealthEngine
Score 8.7 out of 10
N/A
WealthEngine in Bethesda offers their nonprofit fundraising platform supporting donor research with prospect location and screening, donor pattern analysis, and location of contact data.N/A
Pricing
WealthEngine
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
WealthEngine
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details
More Pricing Information
Community Pulse
WealthEngine
Considered Both Products
WealthEngine
Chose WealthEngine
WealthEngine provides the same quality of data at a more affordable price point.
Chose WealthEngine
I did not look into any other options. I've always known WealthEngine to be the best so they were my first and only choice.
Top Pros
Top Cons
Best Alternatives
WealthEngine
Small Businesses
OneCause
OneCause
Score 9.2 out of 10
Medium-sized Companies
OneCause
OneCause
Score 9.2 out of 10
Enterprises
Blackbaud CRM
Blackbaud CRM
Score 7.5 out of 10
All AlternativesView all alternatives
User Ratings
WealthEngine
Likelihood to Recommend
9.2
(4 ratings)
Support Rating
9.0
(1 ratings)
User Testimonials
WealthEngine
Likelihood to Recommend
WealthEngine
WealthEngine is an excellent prospect research tool. P2G scoring and other ratings are easy to understand. This allows for easy segmentation of prospects and prioritization of work for gift officers. We utilize this data for researching first-time donors, grateful patient prospects, and major gift prospects as well. All of our team are very satisfied with this tool.
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Pros
WealthEngine
  • Donor contact info
  • Confirm donor identity
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Cons
WealthEngine
  • WealthEngine is expensive for most nonprofits when looking at how to spend their money.
  • WealthEngine seems to have a lot of turn over. Every time I email our account manager, they seem to have changed.
  • WealthEngine can have glitches and does not work at times which is very frustrating.
  • I would also like for WealthEngine to have better mobile service or an app.
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Support Rating
WealthEngine
The online help databases and tutorials are helpful, and I have been able to find the help and solutions I need from those sources. I have not had to use other forms of support from WealthEngine. I like being able to find the help I need through a simple search.
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Alternatives Considered
WealthEngine
WealthEngine provides the same quality of data at a more affordable price point.
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Return on Investment
WealthEngine
  • Depth of data
  • Portfolio expansion
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