WealthEngine

WealthEngine operates as a software-as-a-service (SaaS) provider specializing in wealth intelligence and predictive analytics. Founded in 1991, the Bethesda-based company has a long history of providing prospect research solutions. In December 2020, WealthEngine was acquired by Euromoney Institutional Investor PLC for $14.5 million and integrated into its People Intelligence division, which now operates under the Altrata brand alongside entities like Wealth-X and BoardEx.

The company's business model is primarily subscription-based, generating recurring revenue from clients who utilize its platform for data-driven intelligence. WealthEngine serves a diverse client base that includes nonprofit organizations, luxury brands, and financial services firms. For nonprofits, the platform aids in optimizing fundraising efforts by identifying and connecting with potential high-value donors. Commercial clients, such as wealth managers and luxury retailers, use the service to discover and understand affluent prospects for customer acquisition and marketing campaigns.

The core of WealthEngine's offering is a comprehensive database profiling millions of individuals in the United States, which contains over 1,500 attributes and a half-trillion data points. The platform applies machine learning to this data to create pre-scored profiles that are regularly refreshed, offering clients insights into an individual's capacity, propensity, and intent to spend or donate. Key features include wealth screening, prospect segmentation, predictive lead scoring, and detailed analytics. The platform's tools allow users to search for prospects, enrich existing data records with wealth scores, and identify new look-alike audiences. WealthEngine offers integrations with various CRM and marketing automation systems, such as Salesforce, to embed its intelligence directly into client workflows.

Keywords: wealth intelligence, predictive analytics, prospect research, fundraising intelligence, donor prospecting, wealth screening, lead scoring, high-net-worth individuals, predictive marketing, audience development, nonprofit fundraising, luxury retail marketing, financial services prospecting, data-driven intelligence, donor analysis, customer segmentation, SaaS, Altrata, Euromoney, wealth data, philanthropic capacity