What Windfall does

Windfall Data, Inc. is a private, venture-backed people-intelligence company headquartered in San Francisco that operates a cloud-hosted platform delivering precise, household-level wealth and career data on more than 100 million U.S. households, refreshed weekly. The platform is organized around an Identify-Understand-Engage-Measure framework and is delivered through three surfaces: the Windfall Application (workflow UI), the Windfall API (sub-second, single-record REST enrichment with token-based usage pricing and a non-billed sandbox), and pre-built connectors into more than 100 partner systems spanning CRM (Salesforce, HubSpot, Microsoft Dynamics, Snowflake), nonprofit donor CRMs (GiveCampus, Neon One, Bloomerang, Virtuous, Affinaquest, DonorPerfect), and 70+ media/advertising platforms (Facebook, Google, LinkedIn, The Trade Desk, LiveRamp, TikTok, Spotify, Roku).

The company monetizes through recurring subscriptions for the Windfall Platform and Application, usage-based API token consumption, data licensing, and enterprise implementation services, with a free Wealth Analytics Report acting as a freemium funnel into the nonprofit base. Layered AI capabilities include machine-learning propensity-to-give and lookalike modeling, generative AI for personalized outreach, and a natural-language AI-native TAM-intelligence application (Windfall Market Insights) launched in April 2026. Windfall serves more than 1,500 organizations across nonprofit fundraising, higher education advancement, healthcare grateful-patient programs, financial services, retail, and travel/hospitality, with named customers including the University of Michigan, Save the Children, Make-A-Wish, Inspirato, Cerity Partners, and Waldron Private Wealth. Investors include Morgan Stanley Expansion Capital, Great Oaks Venture Capital, Bullpen Capital, Bonfire Ventures, Industry Ventures, Cherubic Ventures, EPIQ Capital Partners, and CalFund, with approximately $95 million in disclosed funding to date across a 2019 round, a 2021 Series A, and a 2025 growth round.

Name

Windfall

Legal name

Windfall Data, Inc.

Website

https://windfall.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

51–100 employees

Short description

Windfall Data is a people-intelligence platform that delivers precise household-level wealth and career data on 100M+ U.S. households to 1,500+ organizations across nonprofit fundraising, education, healthcare, financial services, retail, and travel, via subscription application, real-time API, and a 100+ partner ecosystem.

Ownership category

akta.pro rank

Product category

People Intelligence Platform

SIC

Investment Advice (6282)

akta.pro primary industry

Net Worth & Personal Balance Sheet Tracking (FSAGADAF)

akta.pro secondary industry

Budgeting & Cash-Flow Management (FSAGADAA)

Keywords

• People intelligence platform
• Household net worth data
• Wealth screening software
• Donor prospect research
• Data enrichment API

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Fees (Windfall Platform / Application): Recurring subscription fees for access to the Windfall platform, application, enrichment, wealth screening, propensity modeling, and Data Link solutions. Fees set in Orders with automatic 5% annual increase at renewal and multi-year auto-renewal terms.
2. API Usage Fees (Windfall API): Usage-based monetization of the Windfall API via token quotas tied to number of records queried; customers buy a set of usage tokens and refresh per their purchase order. Rate-limited at 5 req/s.
3. Data Licensing / Wealth Analytics Reports: Windfall licenses its household-level wealth and career data to Customers who use the data for their own business purposes (e.g., prospect targeting, donor cultivation). A free Wealth Analytics Report is offered as a lead generator; paid data licensing follows.
4. Professional Services / Implementation: Dedicated Customer Success Managers and implementation support provided to enterprise and nonprofit customers; included in subscription or available as add-on professional services.

Pricing tiers

Go-to-market motion4 records

Distribution channels7 records

Marketing channels10 records

Core offering

Windfall provides a people intelligence platform that delivers household-level wealth, career, and life-event data to help go-to-market teams (sales, marketing, prospect research, and development/advancement) identify, segment, and engage high-value individuals. The platform combines deterministic data on 100M+ U.S. households with predictive AI propensity modeling, a real-time single-record enrichment API, and a Salesforce Campaign Object integration, plus a free Wealth Analytics Report used as a lead generator for nonprofits. Windfall monetizes through subscriptions, usage-based API tokens, and data licensing, targeting 1,500+ organizations across nonprofit, education, healthcare, financial services, retail, and travel/hospitality verticals.

Product overview

Windfall offers a single integrated people-intelligence platform organized around four pillars — Identify, Understand, Engage, and Measure — that combines deterministic household-level wealth data with AI-driven propensity modeling and generative AI to power go-to-market workflows. At its core sits the Windfall Platform, which is composed of the Windfall Application (a workflow UI that activates insights), the Windfall API (real-time single-record enrichment), Wealth Screening, Predictive AI: Propensity Modeling, Enrichment, and a Privacy & Security module. Layered on top are Windfall Market Insights (an AI-native TAM-intelligence app), the Wealth Analytics Report (free CRM-synced analytics), and Windfall Data Link (multi-system data deduplication for unified constituent views). Solutions are packaged for roles (Marketing, Sales, Analytics/Data Science, Prospect Research, Development & Advancement) and industries (Retail, Travel & Hospitality, Financial Services, Education, Healthcare, Nonprofit), and the platform plugs into an extensive ecosystem of CRM, data-warehouse, marketing-automation, and media integrations.

Differentiator

Problem solved

Functional benefit

Brands

• Windfall Market Insights: AI-native application that transforms traditional static total addressable market studies into always-on intelligence powered by household-level data refreshed weekly, for executive teams.
• Windfall API
• Windfall Application
• Wealth Analytics Report
• Windfall Academy

Products and services

• Windfall Platform An AI-powered people intelligence platform that enables data-driven teams to personalize go-to-market workflows with wealth and career data, structured around an Identify-Understand-Engage-Measure framework. Sold as a subscription to enterprise and mid-market organizations across multiple verticals.
• Windfall Application An intuitive application within the Windfall Platform that activates insights into workflows, enabling users to build targeted audiences, push segments into Salesforce Campaigns, and engage donors, prospects, and customers across digital, social, and direct channels.
• Windfall API A REST API that delivers enriched household and career data on a single-record basis in real time, returning net worth, Windfall ID, LinkedIn profile, and other wealth/career data as JSON in under 1 second, with token-based quotas and a non-billed sandbox for testing. Sold on a usage-based pricing model.
• Wealth Screening Deterministic, household-level wealth screening that returns precise net worth figures (rather than scores or ranges) to help prospect research, development, and sales teams identify, prioritize, and engage high-net-worth constituents, with data refreshed weekly.
• Predictive AI: Propensity Modeling Machine learning-driven propensity modeling that scores constituents by likelihood to give, convert, or respond, used to drive segmentation, lead routing, and campaign prioritization within the Windfall Platform.
• Enrichment Enrichment service that augments customer databases and CRMs with Windfall's accurate, up-to-date people intelligence data, including net worth, household attributes, and career signals.
• Windfall Market Insights An AI-native application launched April 2026 that transforms traditional static total addressable market studies into an always-on intelligence layer powered by household-level data refreshed weekly. Enables executive teams to query market data in natural language and visualize insights as maps and trends for site selection, territory planning, media allocation, and M&A due diligence.
• Wealth Analytics Report A free executive wealth analytics report that syncs with a customer's CRM to provide precise net worth data and affluence insights on donor and prospect databases, delivered within 24 hours. Used as a freemium lead generator to convert prospects into paying nonprofit customers.
• Windfall Data Link A solution that creates a unified system of truth from an organization's multiple systems of record by applying a data-science approach to deduplication, reconciling constituent data across CRMs, fundraising platforms, and other systems.

Quantifiable outcome

• 10x donation size increase at Quaker School at Horsham
• +7 more outcomes

Named customers19 records

Segments9 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration52 records

AI capability9 records

Feature9 records

Partnerships

71 partnerships are on record, tiered flagship, core and minor.

• SalesforceflagshipTechnology or IntegrationCRM technology platform integration partner; native Salesforce Campaign Object integration launched to enable dynamic segmentation and campaign activation directly inside Salesforce.
• HubSpotcoreTechnology or IntegrationCRM technology platform partner; integrated as part of Windfall's Technology Platforms program.
• Microsoft DynamicscoreTechnology or IntegrationCRM technology platform partner; integrated as part of Windfall's Technology Platforms program.
• SnowflakecoreTechnology or IntegrationData warehouse / technology platform partner enabling customers to access Windfall data inside Snowflake.
• AWS MarketplacecoreChannel Partner/ Reseller/ DistributorWindfall is listed on AWS Marketplace, enabling customers to procure Windfall via AWS.
• GiveCampusflagshipTechnology or IntegrationFeatured nonprofit fundraising technology platform integration.
• GivingDNAcoreTechnology or IntegrationNonprofit fundraising intelligence platform integration.
• Neon OnecoreTechnology or IntegrationNonprofit CRM / donor management technology platform integration.
• BloomerangcoreTechnology or IntegrationDonor management / nonprofit CRM technology platform integration.
• DonorPerfectcoreTechnology or IntegrationNonprofit donor management technology platform integration.
• VirtuouscoreTechnology or IntegrationNonprofit CRM / donor management technology platform integration.
• AffinaquestcoreTechnology or IntegrationNonprofit / advancement CRM technology platform integration.
• KeelacoreTechnology or IntegrationNonprofit CRM technology platform integration.
• HumanitrucoreTechnology or IntegrationNonprofit fundraising intelligence technology platform integration.
• Double the DonationcoreTechnology or IntegrationNonprofit employer matching-gift technology platform integration.
• Fundraise UpcoreTechnology or IntegrationNonprofit online fundraising technology platform integration.
• OmaticcoreTechnology or IntegrationData integration / connectivity platform for nonprofit and fundraising CRMs.
• RelProcoreTechnology or IntegrationWealth and relationship intelligence integration platform.
• DatavantcoreTechnology or IntegrationData connectivity / linking platform partner.
• SafeGraphcoreTechnology or IntegrationLocation / POI data integration partner for enrichment.
• FacebookflagshipGTM or Marketing PartnerMedia integration for activating Windfall audiences for paid social advertising.
• Google AdsflagshipGTM or Marketing PartnerMedia integration enabling paid search and display activation of Windfall audiences.
• Google DV 360flagshipGTM or Marketing PartnerDisplay & Video 360 media integration for programmatic advertising activation.
• LinkedInflagshipGTM or Marketing PartnerMedia integration for paid social activation of Windfall audiences.
• The Trade DeskflagshipGTM or Marketing PartnerDemand-side platform media integration for programmatic activation.
• LiveRampflagshipTechnology or IntegrationData connectivity / RampID partner enabling onboarding of Windfall audiences across the marketing ecosystem.
• SpotifycoreGTM or Marketing PartnerAudio / podcast media integration partner.
• TikTokcoreGTM or Marketing PartnerPaid social media integration partner.
• InstagramcoreGTM or Marketing PartnerPaid social media integration partner.
• PinterestcoreGTM or Marketing PartnerPaid social media integration partner.
• X (Twitter)coreGTM or Marketing PartnerPaid social media integration partner.
• SnapcoreGTM or Marketing PartnerPaid social media integration partner.
• RokucoreGTM or Marketing PartnerCTV media integration partner.
• HulucoreGTM or Marketing PartnerCTV media integration partner.
• DisneycoreGTM or Marketing PartnerCTV / media integration partner.
• NBCUniversalcoreGTM or Marketing PartnerCTV / media integration partner.
• ParamountcoreGTM or Marketing PartnerCTV / media integration partner.
• Warner Media / XandrcoreGTM or Marketing PartnerCTV / media integration and supply-side platform partner.
• Comcast / SpectrumcoreGTM or Marketing PartnerCable / CTV media integration partners.
• AT&T / DirecTVcoreGTM or Marketing PartnerTelco / CTV media integration partners.
• SlingminorGTM or Marketing PartnerCTV / streaming media integration partner.
• PandoraminorGTM or Marketing PartnerAudio streaming media integration partner.
• iHeartMediaminorGTM or Marketing PartnerAudio / radio media integration partner.
• Microsoft AdvertisingcoreGTM or Marketing PartnerPaid search / native advertising media integration partner.
• BingminorGTM or Marketing PartnerPaid search media integration partner.
• Yahoo!minorGTM or Marketing PartnerNative / display advertising media integration partner.
• QuoraminorGTM or Marketing PartnerNative / paid social media integration partner.
• RakutenminorGTM or Marketing PartnerAffiliate / display advertising media integration partner.
• NextdoorminorGTM or Marketing PartnerLocal / native advertising media integration partner.
• CriteominorGTM or Marketing PartnerRetargeting / display advertising media integration partner.
• AdRollminorGTM or Marketing PartnerRetargeting / display advertising media integration partner.
• Adobe Advertising CloudcoreGTM or Marketing PartnerProgrammatic advertising / DSP media integration partner.
• AmobeeminorGTM or Marketing PartnerProgrammatic advertising media integration partner.
• MediaMathminorGTM or Marketing PartnerProgrammatic advertising media integration partner.
• ViantminorGTM or Marketing PartnerProgrammatic advertising media integration partner.
• Vistar MediaminorGTM or Marketing PartnerDOOH / programmatic media integration partner.
• StackAdaptminorGTM or Marketing PartnerProgrammatic native / display media integration partner.
• BeeswaxminorGTM or Marketing PartnerProgrammatic / bidder media integration partner.
• LG Ads SolutionsminorGTM or Marketing PartnerCTV / smart-TV media integration partner.
• LiveIntentminorGTM or Marketing PartnerEmail-based advertising media integration partner.
• AmpersandminorGTM or Marketing PartnerTV advertising media integration partner.
• Ignited FundraisingminorImplementation/ SI/ Consulting PartnerNonprofit fundraising consulting / implementation partner.
• PursuantcoreImplementation/ SI/ Consulting PartnerNonprofit fundraising agency / consulting partner.
• Nonprofit Accelerator, LLCminorImplementation/ SI/ Consulting PartnerNonprofit consulting partner.
• The FundCoachminorImplementation/ SI/ Consulting PartnerNonprofit fundraising consulting partner.
• Raising PaddlesminorImplementation/ SI/ Consulting PartnerNonprofit / auction fundraising consulting partner.
• AKDMminorImplementation/ SI/ Consulting PartnerMarketing agency partner.
• DCG OneminorImplementation/ SI/ Consulting PartnerMarketing / communications agency partner.
• Happy CogminorImplementation/ SI/ Consulting PartnerDigital agency / web partner.
• Ascend NPOminorImplementation/ SI/ Consulting PartnerNonprofit technology / consulting partner.
• QRYminorImplementation/ SI/ Consulting PartnerAudience / identity targeting partner.

Scale indicators12 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• WealthEngine: WealthEngine is a wealth screening, prospect research, and donor intelligence platform for nonprofits, higher education, and healthcare, directly competing with Windfall's Wealth Screening and Predictive AI propensity modeling products.
• DonorSearch: DonorSearch provides prospect research and wealth screening services to nonprofits and higher-education advancement teams, overlapping directly with Windfall's core nonprofit fundraising customer base and use cases.
• iWave: iWave offers wealth screening, prospect research, and fundraising intelligence primarily for nonprofits and higher education, competing head-to-head with Windfall on data accuracy, propensity scoring, and CRM integrations.

Emerging players

• GivingDNA: GivingDNA is an emerging donor intelligence platform for nonprofits that combines giving propensity and wealth indicators, overlapping with Windfall's nonprofit segment; it is also a Windfall technology partner.
• RelPro: RelPro delivers wealth, relationship, and contact intelligence for financial services sales and marketing teams, partially overlapping with Windfall's financial services segment; RelPro is also a Windfall integration partner.

Others

• Datanyze: Datanyze (now part of ZoomInfo) provides B2B technographic and contact data, adjacent to Windfall's enrichment API in technology and delivery model though focused on companies rather than households.
• LiveRamp: LiveRamp is an identity resolution and data connectivity platform that enables onboarding of Windfall audiences across the marketing ecosystem; while a Windfall partner rather than competitor, it is comparable as an adjacent data infrastructure layer for the same customer base.

Broad incumbents

• ZoomInfo: ZoomInfo is a broad B2B contact, company, and buyer intelligence incumbent that competes in the data enrichment and sales intelligence market overlapping with Windfall's API and enrichment offerings, though focused on B2B contacts rather than household wealth.
• Acxiom: Acxiom is a large data broker and marketing services incumbent offering household-level identity, demographic, and marketing data at massive scale, broadly competing with Windfall's people intelligence and audience activation capabilities.
• Experian: Experian is a global data and credit bureau incumbent with extensive consumer marketing and audience data assets that overlap with Windfall's wealth and household intelligence category through its marketing services division.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/WindfallData
• LinkedInlinkedin.com/company/windfall-data
• Facebookfacebook.com/windfalldata1

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds5 records

Investors14 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Windfall