WealthEngine’s mobile app helps your organization find your best prospects and client or donor expansion opportunities. Our 250 million scored profiles of the U.S. population include hard-to-find information that helps you know your customer or donor better. Use the app in conjunction with your WealthEngine account to get insights on the go.
Prospecting On the Go
Fundraisers gain prospecting insights from the industrys first donor pyramid modeler that automatically segments your donors by estimated net worth, giving capacity, and donation history and then finds prospects who look just like your best donors.
Financial institutions use WealthEngine to identify prospects based on net worth, investable assets, cash on hand, business ownership, and much more.
See a visual connections matrix that plots the shortest path to reach your prospects through people you already know. With industry-leading match rates and client/donor models, youll find more of the right prospects to reach your financial goals - right from your CRM, DMS, or your own platform using our APIs.
Examples of WealthEngine’s Insights:
Identify millennials who show signs of emerging wealth
Spot potential liquidity events before they happen such as finding high net worth business owners age 50-70
See who is likely to inherit wealth like children of high net worth individuals
Find potential donors and sponsors based on giving capacity, donation history, and interests
Identify real estate investors such as people who own 3 or more local properties
Find new investors based on cash-on-hand, stock holdings, and accredited investor status
Locate growing families in need of financial products, real estate