WealthEngine
WealthEngine is a US wealth intelligence and prospect research platform serving nonprofits, higher education, healthcare, financial services, and luxury brands. It applies machine learning to 60+ data sources to score 250+ million wealth profiles for prospect identification, donor cultivation, and personalized outreach via CRM integrations and a developer API.
- Company typePrivate
- Founded2000
- HeadquartersBethesda, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What WealthEngine does
WealthEngine is a US-focused wealth intelligence and prospect research platform serving fundraising, marketing, and business-development teams. Its core product, the WealthEngine Premier Platform, comprises five integrated modules — Search, Screen, Prospect, Analyze, and Model — that apply machine learning to billions of data points drawn from 60+ sources, producing 250+ million pre-scored wealth profiles covering more than 90% of the US adult population across 1,500+ attributes. Proprietary capabilities include the Propensity to Give (P2G) score, a Wealth and Investable Assets Model, and the industry's first donor pyramid and wealth modeler for automated prospect segmentation.
The company monetizes through a quote-based annual subscription for the enterprise platform, a usage-based Developer API billed per successful profile match, and optional professional services for analytics, modeling, consulting, and training. Distribution combines direct enterprise field sales, an API-first self-serve developer channel (dev.wealthengine.com), and a 35+ integration partner network spanning Salesforce, Ellucian, Blackbaud RaisersEdge, Tessitura, NeonCRM, and numerous nonprofit, education, healthcare, and arts/culture CRM platforms. Target segments are primarily higher education, healthcare, nonprofit, financial services, arts & culture, and luxury/hospitality.
WealthEngine operates as a brand and subsidiary of Altrata (formerly Euromoney People Intelligence), which since 2018 has consolidated five people-intelligence businesses — BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X — under Delinian ownership. Altrata reports approximately 3,300 clients with a 93% net renewal rate and 96% subscription-based recurring revenue. The combined entity provides global profile and connection data across wealthy individuals, board members, and decision makers, with WealthEngine focused on the US wealth-identification and prospect-research use case.
WealthEngine firmographics
Firmographics- Name
- WealthEngine
- Legal name
- WealthEngine Inc.
- Website
- https://wealthengine.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- WealthEngine is a US wealth intelligence and prospect research platform serving nonprofits, higher education, healthcare, financial services, and luxury brands. It applies machine learning to 60+ data sources to score 250+ million wealth profiles for prospect identification, donor cultivation, and personalized outreach via CRM integrations and a developer API.
- Ownership category
- akta.pro rank
WealthEngine industry classification
Industry- Product category
- Wealth Intelligence and Prospect Research Software
- NAICS
- Web Search Portals and All Other Information Services (519290)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Net Worth & Personal Balance Sheet Tracking (FSAGADAF)
Keywords
Where WealthEngine is headquartered
LocationHeadquarters
- HQ city
- Bethesda
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
WealthEngine business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- WealthEngine Platform Subscription: Subscription-based access to the WealthEngine Platform providing search, screening, prospect, analyze, and model capabilities for wealth intelligence.
- Developer API Usage: Usage-based API pricing where clients pay per profile returned (not per call). Higher volume purchases offer greater discounts. Plans do not have overage - API stops delivering data when limits are reached.
- Professional Services: Additional professional services including analytics, modeling, consulting, and training to help clients achieve their fundraising and sales goals.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Developer Sandbox - Free tier for API testing |
| Usage-based | Pay-as-you-go | Production API - Volume-based pricing |
| Subscription | Annual | Platform Enterprise - Custom subscription |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
WealthEngine product offering
Product offeringCore offering
WealthEngine operates a wealth intelligence and prospect research platform that applies machine learning to billions of data points drawn from 60+ sources to generate pre-scored wealth profiles on more than 250 million U.S. individuals across 1,500+ attributes. The platform enables nonprofit, higher education, healthcare, financial services, and other organizations to identify high-capacity prospects, segment donors, and personalize fundraising and sales campaigns. It is delivered as a subscription SaaS platform, a usage-based RESTful API, and through 35+ pre-built CRM and donor management integrations, supplemented by professional services for analytics, modeling, and consulting.
Product overview
WealthEngine is a prospect engagement platform providing wealth intelligence and prospect research solutions. The core product is the WealthEngine Premier Platform, which comprises five integrated modules: Search (for searching millions of wealth profiles), Screen (for data enrichment and cleaning), Prospect (for building ultra-segmented prospect audiences), Analyze (for predictive lead scoring and analytics), and Model (for predictive modeling of ideal customers/donors). The platform is complemented by a Developer API offering real-time wealth data access, and an Integrations add-on providing 35+ pre-built connectors to CRM and DMS systems including Salesforce, Ellucian, and Blackbaud Raiser's Edge. The platform applies machine learning to billions of data points to create millions of pre-scored profiles.
Differentiator
Problem solved
Functional benefit
Brands
- WealthEngine Premier Platform: The flagship platform providing wealth intelligence and prospect research, featuring Search, Screen, Prospect, Analyze, and Model capabilities.
Products and services
- WealthEngine Premier Platform Subscription SaaS platform providing wealth intelligence and prospect research. Applies machine learning to billions of data points from 60+ sources to create millions of pre-scored profiles enabling organizations to find, understand, and engage wealthy prospects for fundraising, sales, and marketing campaigns. Includes Search, Screening, Prospect, Analyze, and Model modules within the platform.
- WealthEngine Developer API RESTful API returning JSON that delivers real-time lookup of net worth and wealth attributes (income, stock, real estate, giving capacity) for individuals in the U.S. Supports Basic Profile and Full Profile endpoints with lookup by name/address, email, or phone, sub-second response times, and 600 calls per minute rate limits. Authentication via API Key or Session Key with a free sandbox at dev.wealthengine.com.
- WealthEngine Integrations Standalone integrations product offering 35+ pre-built connectors that deliver WealthEngine's wealth and lifestyle insights directly into existing CRM and donor management systems, including Salesforce, Ellucian, Blackbaud Raiser's Edge, Tessitura, PatronManager, EveryAction, NeonCRM, and others.
- WealthEngine Professional Services Additional paid services including analytics, predictive modeling, consulting, and training that help clients implement WealthEngine and achieve fundraising and sales goals. Sold alongside platform subscriptions and the API as a separate services engagement.
Quantifiable outcome
- A leading US university added 14,000+ prospects through WealthEngine, of which 9,000 became donors, with campaign commitments of $600 million
- +2 more outcomes
Companies that use WealthEngine
Customer profileNamed customers17 records
Segments9 records
Ideal customer profiles7 records
WealthEngine technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration26 records
AI capability4 records
Feature10 records
WealthEngine partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core and minor.
- SalesforcecoreCRM integration partnership enabling WealthEngine wealth intelligence to be delivered directly into Salesforce instances for real-time prospect analysis and customer insights.
- ElluciancoreIntegration with Ellucian's higher education software platform enabling universities to access wealth intelligence within their existing student information and advancement systems.
- Blackbaud RaisersEdgecoreIntegration with Blackbaud's RaisersEdge nonprofit CRM enabling wealth screening and prospect research directly within donor management workflows.
- Amazon Web Services (AWS)coreCloud infrastructure partner providing on-demand cloud computing platforms for WealthEngine's scalable, reliable platform architecture.
- TransUnioncoreChannel partner and data provider through Neustar for validated, refreshed contact information enhancing match rates and data accuracy.
- CoreLogiccoreReal estate data provider delivering sale amounts, market values, property ownership, mortgage data, and assessed values for enhanced wealth scoring.
- Neustar (TransUnion company)coreContact data provider with highest match rates in testing, offering recent and validated contact information for improved prospecting accuracy.
- United WayminorNonprofit partnership helping United Way organizations improve fundraising results through wealth intelligence and prospect research.
- Gobel GroupminorHealthcare philanthropy consulting firm helping build grateful patient programs with clinician partnerships and prospect identification.
- CCSminorFundraising consulting firm established in 1947 serving leading nonprofits with campaign management and strategic advisory services.
- Advancement PartnersminorInstitutional advancement consulting firm specializing in Catholic secondary education with over 20 years experience and $500M raised for 150+ schools.
- Institute for Luxury Home MarketingminorAssociation partner providing training and designation for real estate agents in the luxury residential market with CLHMS certification.
- The Luxury Marketing CouncilminorOrganization of luxury brand executives facilitating best practices sharing and marketing alliances for luxury product and service marketers.
Scale indicators16 records
Recent moves7 records
Expansion highlights5 records
WealthEngine competitors and assessment
Company assessmentDirect peers
- DonorSearch: DonorSearch is a direct competitor providing wealth screening and prospect research specifically for nonprofit fundraising and higher-education advancement teams, overlapping with WealthEngine's primary customer base and core use cases.
- iWave (iWave Information Systems): iWave is a direct competitor offering prospect research, wealth screening, and donor analytics to nonprofits and higher-education institutions, serving the same end use case of identifying high-capacity donors.
Broad incumbents
- Wealth-X: Wealth-X is a sister Altrata brand providing ultra-high-net-worth intelligence globally; while not a US nonprofit-focused prospect research tool, it overlaps in the wealth-data category and competes for the same underlying customer wallet.
- Blackbaud: Blackbaud is the dominant nonprofit/higher-ed CRM and fundraising software provider (Raiser's Edge, Ellucian-adjacent) and increasingly embeds prospect research and wealth screening features that compete with WealthEngine's screening and donor-pyramid capabilities.
- LexisNexis Risk Solutions: LexisNexis Risk Solutions aggregates public-record, identity, and wealth-related data at massive scale and increasingly powers prospect research and HNW segmentation, competing with WealthEngine on data breadth and match rate.
- Dun & Bradstreet: Dun & Bradstreet is a broad incumbent data and analytics provider with deep coverage of company and executive information; it overlaps with WealthEngine in business-development and financial-services prospect intelligence use cases and is an existing WealthEngine data partner.
Others
- RelSci: RelSci is a sister Altrata brand focused on relationship-mapping and influence intelligence; it is adjacent rather than directly competing, but overlaps with WealthEngine on prospect identification in the financial-services segment.
- BoardEx: BoardEx is a sister Altrata brand providing board-member and executive intelligence; it is adjacent rather than directly competing, but together with WealthEngine forms the integrated Altrata people-intelligence stack sold into financial services.
- TransUnion / Neustar: TransUnion (including Neustar) is a key data partner for WealthEngine for validated contact and identity information, but its broader identity-resolution and marketing-data products increasingly compete with parts of WealthEngine's prospect enrichment stack.
Emerging players
- Giving Tuesday / Dataro: Dataro is an emerging player applying machine learning to nonprofit donor prediction and propensity scoring, addressing the same prospect-research and donor-prioritization use case as WealthEngine with a more focused, AI-native product.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
WealthEngine social profiles
Digital presenceWealthEngine financial estimates
Financial estimateRevenue estimate
Valuation estimate
WealthEngine leadership team
Management profileNumber of profiles
Profiles1 record
WealthEngine funding detail
Funding detailFunding overview
Funding rounds5 records
Investors8 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WealthEngine M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WealthEngine
What does WealthEngine do?
WealthEngine operates a wealth intelligence and prospect research platform that applies machine learning to billions of data points drawn from 60+ sources to generate pre-scored wealth profiles on more than 250 million U.S. individuals across 1,500+ attributes. The platform enables nonprofit, higher education, healthcare, financial services, and other organizations to identify high-capacity prospects, segment donors, and personalize fundraising and sales campaigns. It is delivered as a subscription SaaS platform, a usage-based RESTful API, and through 35+ pre-built CRM and donor management integrations, supplemented by professional services for analytics, modeling, and consulting.
Is WealthEngine a public or private company?
WealthEngine is a private company. It is classified as corporate owned and is currently operating.
When was WealthEngine founded?
WealthEngine was founded in 2000. It employs 51 to 100 people.
Where is WealthEngine based?
WealthEngine is headquartered in Bethesda, United States, in the North America region.
How does WealthEngine make money?
Three revenue lines are on record. WealthEngine Platform Subscription is the primary driver. The others are developer API Usage and professional Services.
Who are WealthEngine's main competitors?
Direct peers on record are DonorSearch and iWave (iWave Information Systems). Broad incumbents are Wealth-X, Blackbaud, LexisNexis Risk Solutions and Dun & Bradstreet. Others are RelSci, BoardEx and TransUnion / Neustar. Giving Tuesday / Dataro is listed as an emerging player.
Does WealthEngine have an API?
Yes. The WealthEngine API is a RESTful API that returns JSON, enabling real-time lookup of net worth and wealth attributes (income, stock, real estate, giving capacity) for individuals in the U.S. Supports lookup by name/address, email address, or phone number. Provides Basic Profile and Full Profile endpoints with sub-second response times and rate limits of 600 calls per minute. Authentication via API Key or Session Key. Sandbox environment available at dev.wealthengine.com. Pricing is per successful profile match returned, with tiered plans based on volume. Developer documentation is at dev.wealthengine.com.
What industry is WealthEngine in?
WealthEngine's product category is Wealth Intelligence and Prospect Research Software. Its primary akta.pro industry code is FSAGADAF, Net Worth & Personal Balance Sheet Tracking. Its NAICS code is 519290 and its SIC code is 7372.