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
  • Affinity research.
  • Portfolio development.
  • Donor verification.
  • Information accuracy ratings.
  • Contract options.
  • Geo-locations.
Edward Phillips | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • 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.