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About
FinWise is a modern personal finance management tool that lets you manage your personal finances simply. FinWise includes budgeting, net-worth tracking, financial planning and forecasting, reports and insights, and more.
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About
Engage affluent households with actionable data you can trust. Uncover and prioritize your highest-value constituents in near real-time, with precise net worth data. Leverage meaningful insights to decode your audience, uncover hidden gems, and focus your outreach. Establish and cultivate lasting relationships at every touchpoint with the right message at the right time. In this session, discover the key challenges to decoding wealth data, the unique approach Windfall takes in determining a household’s precise net-worth, and examples of nonprofits successfully leveraging net-worth data to support their data-driven fundraising. Windfall's proprietary data set is completely rebuilt on a weekly basis, giving customers the best and latest insights on their constituents. With a focus on the affluent, Windfall delivers a precise net worth figure, not a range, and a spectrum of deterministic consumer attributes at the individual household level.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
FinWise is best suited for any individual wanting more control over their personal finances.
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Audience
Organizations in need of a platform to realize data-driven outcomes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$6.99
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFinWise
Founded: 2023
United States
finwiseapp.io
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Company InformationWindfall
Founded: 2016
United States
windfalldata.com
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Categories |
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Integrations
Bonterra GiveGab
DonorPerfect Fundraising Growth Platform
EverTrue
GiveCampus
Humanitru
LiveRamp
Lotame
Neon CRM
Salesforce
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Integrations
Bonterra GiveGab
DonorPerfect Fundraising Growth Platform
EverTrue
GiveCampus
Humanitru
LiveRamp
Lotame
Neon CRM
Salesforce
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