WealthEngine

WealthEngine

About TrustRadius Scoring
Score 8.3 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 …
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Pricing

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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

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Features Scorecard

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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

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Reviews and Ratings

 (7)

Ratings

Reviews

(1-4 of 4)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
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
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
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.
Edward Phillips | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.