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WealthEngine
4340 E W Hwy #900, Bethesda, MD 20814, United States
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WealthEngine

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Ca
Review №1

I work with non-profit clients who land on the full range of fundraising sophistication. We have found that serving these clients with one-off research as well as complete screening of an entire database is simple and effective. The results our clients have seen in leveraging the wealth and giving inclination information in their solicitation strategy is of highest return on investment.

at
Review №2

Wealth Engine is an amazing resource for every development professional. It is an essential tool for basic to complex research. Everyone should subscribe so they can best serve their organization and its supporters.

Ho
Review №3

I use WealthEngine daily. Initially, I looked up individuals, but with the robust Modelling and Analysis tools now available with WE9, I am able to not only group current donors by interest/homeownership/philanthropy (and many other categories), but I can also define exactly which criteria I wish to use to find new prospects, and I can model that definition on the donor information my company has already found success with. These tools allow me to spend less time researching, and more time reaching out to prospective donors.Customer Services at WealthEngine is top notch. Their chat service is great for quick questions, and all the staff have been extremely responsive to me and to my coworkers.

Ge
Review №4

My experience with Wealth Engine is all positive. In fact, I wouldnt manage a comprehensive development/fundraising program without it. And it seems to be getting bigger and smarter all the time. I used to screen and qualify major donor prospects using WE, but I find my team using it to screen more and more visitors (from ticket buyers to other constituents) and were find a lot more capacity than we knew existed from the folks who use our services. I like that its approachable interface. I am not a skilled database person, but I use WE almost daily.

Er
Review №5

I use WealthEngine every week to help non-profits find the right donors. The software is easy to use and the data gives everyone confidence to ask strategically. Ive renewed my contract twice and the product just keeps getting better!

Te
Review №6

Ive been in my current position as Director of Philanthropy for just over two years. Having had previous experience with Wealth Engine at two past organizations I knew I wanted to use WE as our wealth screening platform. I have not been disappointed and in fact am happy with the growth Ive seen in the building of their platform. It is so easy to get the information needed to make the right decisions in cultivating our donors.

Co
Review №7

I have used WealthEngine for just over a year now in my current role and could not be happier! The new donor pyramid feature makes strategic planning a breeze and the Salesforce integration allows me to keep all donor and prospect information in one place. Best of all, they have plans to meet the needs of a non-profit of any size!

Do
Review №8

Wealth Engine is easy to use, and provides accurate information. They make my job in prospect research so much easier. I find it a very valuable service.

Ch
Review №9

Excellent customer service, great interface. I like that I can find a lot of information on potential donors in an easy, one-stop way. It makes my job a lot easier!

Tr
Review №10

WealthEngine is an incredibly helpful tool for us to prospect, research, and qualify potential donors, as well as maintain updated data on our existing donors. WealthEngine is very intuitive, easy to navigate, and the data available is robust. The Salesforce integration is a great add-on for any development team using Salesforce. Highly recommended for non-profits looking to leverage data to know more about their donors and expand their donor base.

Lo
Review №11

Fast and information that is extremely helpful! Huge time saving tool for busy people managing multiple tasks.

Ne
Review №12

Wealth Engine has provided great detailed research that I have been able to use strategically to further cultivate and steward donors along their philanthropy path. I would definitely recommend to friends and colleagues.

C
Review №13

Working with WE has been a great experience over the past years. The platform is very simple to use and the customer service reps are always helpful!

Ra
Review №14

WealthEngine has been so helpful in numerous account issues brought on with the transition of roles within my office. Our contacts in support at WealthEngine have been prompt in responding to our needs and have been professional and friendly, even when our questions are the dumb ones.

Ja
Review №15

I like the convenience of information WealthEngine brings so I can make opportunities happen within my business and grow my ROI.

Da
Review №16

Working with WE has been a great experience! Highly recommended!

As
Review №17

Ive been a WE customer for 3 years and I couldnt ask for better service. No only do they offer great customer service but the product is easy to use and offers useful data.

Em
Review №18

This a great tool for narrowing down potential clients, as well as exposing potential clients that perhaps you hadnt thought of.

De
Review №19

Very helpful for getting stats on donors for our non-profit.

Ma
Review №20

Great product. Very useful. Would recommend.

As
Review №21

Systems are poorly managed and ethics are questionable.

Information
2 Photos
21 Comments
4.7 Rating
  • Address:4340 E W Hwy #900, Bethesda, MD 20814, United States
  • Site:http://wealthengine.com/
  • Phone:+1 800-933-4446
Categories
  • Business development service
  • Marketing consultant
Working hours
  • Monday:Closed
  • Tuesday:9am–5pm
  • Wednesday:9am–5pm
  • Thursday:9am–5pm
  • Friday:9am–5pm
  • Saturday:9am–5pm
  • Sunday:Closed
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