WealthEngine

WealthEngine

About TrustRadius Scoring
Score 8.4 out of 100
WealthEngine

Overview

Recent Reviews

Expand your portfolio

8 out of 10
March 27, 2022
We use WealthEngine for prospect research and portfolio development. We have recently started using it to build out our affiliations and …
Continue reading

Reviewer Pros & Cons

View all pros & cons

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of WealthEngine, and make your voice heard!

Pricing

View all pricing
N/A
Unavailable

What is WealthEngine?

WealthEngine in Bethesda offers their nonprofit fundraising platform supporting donor research with prospect location and screening, donor pattern analysis, and location of contact data.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Would you like us to let the vendor know that you want pricing?

6 people want pricing too

Alternatives Pricing

Sorry, this product's description is unavailable

What is Bloomerang?

Bloomerang is a cloud-based donor management platform that is designed to help nonprofit organizations to reach, engage and retain the advocates they depend on to achieve their vision for a better world. The vendor says their donor management application is rooted in principles of philanthropy;…

Features Scorecard

No scorecards have been submitted for this product yet..

Product Details

What is WealthEngine?

WealthEngine in Bethesda offers their nonprofit fundraising platform supporting donor research with prospect location and screening, donor pattern analysis, and location of contact data.

WealthEngine Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Comparisons

View all alternatives

Reviews and Ratings

 (6)

Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use WealthEngine for donor prospect research to help gift officers in their development of donor cultivation strategies.
  • Donor wealth rating
  • Donor propensity to give rating
  • Donor connections
  • Modeling
  • Very user friendly and intuitive.
  • Nothing
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.
March 27, 2022

Expand your portfolio

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use WealthEngine for prospect research and portfolio development. We have recently started using it to build out our affiliations and relationships throughout our CRM. It's a great tool as a spark of knowledge, or to verify established donor information and potential.
  • Affinity research.
  • Portfolio development.
  • Donor verification.
  • Information accuracy ratings.
  • Contract options.
  • Geo-locations.
WealthEngine is a great tool to expand your current donor base. I use it to flesh out our CRM, building data connections to strengthen our portfolio. **All information NEEDS to be verified, as I have found incorrect "knowledge," but it does help your web grow and discover information that may not come forth in a typical donor touchpoint.
Lori Riegel | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
We use WealthEngine to screen sinkers, both potential new donors, and to analyze current donors to make decisions in donor moves management tracking. When I am looking at a donor profile, I will often click over to WealthEngine to look at a donor’s giving potential, which helps provide a complete picture.
  • Donor contact info
  • Confirm donor identity
  • Does not show which nonprofits donor has contributed to.
  • Does not always have complete contact info.
WealthEngine is well-suited for development professionals to use in their donor moves management planning, as well as to look up donor profiles of new donors, to analyze giving potential. I have also used it when a piece of mail is returned to see if I can find an updated address.
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.
Edward Phillips | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
We use WealthEngine as a tool to see the giving capacity of our donors. We use this information across the entire organization for interaction with donors. This has provided a solution to the problem of not knowing the capacity of our database of supporters.
  • WealthEngine has very detailed data to support its scoring for each donor. Some other similar tools don't provide this.
  • WealthEngine has a connection with Salesforce that is very helpful. It allows us to run reports on donors right in Salesforce and be able to run mass reports and save the data into each person's contact.
  • WealthEngine also has great prospecting tools. This is not something we have used in its full capacity but hope to this year!
  • 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.
WealthEngine is for mid-size to large nonprofits -- providing a perfect tool for wealth data and prospecting. Smaller organizations with smaller amounts of donors or smaller budgets would not be able to justify the cost.