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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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.
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.
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.