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About

The WealthEngine Platform leads the market in delivering the best wealth intelligence and prospect research. When you’re using The WealthEngine Platform, you’re finally getting the insights you need to find, understand and engage wealthy prospects. Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API. Find your best prospects and expansion opportunities using insights from the industry’s first donor pyramid and wealth modeler that automatically segments your contacts. Prioritize and personalize your outreach based on net worth, giving capacity, donation history, investible assets, propensity to donate, invest and spend, and much more – right from your CRM.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Nonprofit fundraisers

Audience

Organizations in need of a platform to realize data-driven outcomes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

WealthEngine
Founded: 2000
United States
www.wealthengine.com

Company Information

Windfall
Founded: 2016
United States
windfalldata.com

Alternatives

iwave

iwave

Kindsight

Alternatives

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Integrations

Bonterra Giving Days
Charityproud
DonorPerfect Fundraising Growth Platform
EverTrue
GiveCampus
Humanitru
LiveRamp
Lotame
Neon CRM
Salesforce
StratusLIVE
Tessitura
Total Community Manager

Integrations

Bonterra Giving Days
Charityproud
DonorPerfect Fundraising Growth Platform
EverTrue
GiveCampus
Humanitru
LiveRamp
Lotame
Neon CRM
Salesforce
StratusLIVE
Tessitura
Total Community Manager
Claim WealthEngine and update features and information
Claim WealthEngine and update features and information
Claim Windfall and update features and information
Claim Windfall and update features and information