2. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
WealthEngine
Affluent & HNW Wealth Specialists
10+ years in business with 3,200+ Clients
People, Products & Growth
Robust Data, Analytics & Marketing Solutions
“WealthEngine has been critical in helping us to move from transactional to
relationship-based fundraising and has already saved us considerable time
and energy in our prospect research”
Niki Baum Hutchinson, Advancement Officer EMP
Robust Prospect Research
4. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Data Coverage 2016 We have more data and
stronger matching
capabilities that deliver:
• Highest match rates
• More accurate wealth and
giving scores
• Enhanced consumer profiles
• More interconnected
relationships
• Greater insight per individual
125M
300MConsumer Profiles
65+
Data
Sources
89% WE Prospect Coverage of
the Adult US population
Households
=million
5. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
PROFESSIONALSERVICES
WE Offerings
SAAS TOOL
CRM & MARKETING TOOL
INTEGRATIONS API
ANALYZECONNECTIONSSCREENINGSEARCH PROSPECT
DATA PLATFORM
6. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Salesforce & WealthEngine Today
ISV Partner Since 2014
Analytics Cloud Partner
Financial Services Cloud Partner
Higher Education HEDA Partner
Integration: Results Object, 82 SF Fields Accept
Wealth Data & HMTL to View Individual Profiles
WealthEngine Works With Over 400
Nonprofits & Higher Ed Clients
WE Story
-three core verticals: NP, FS, Lux Retail
-new people, new products and exponential growth
As you heard our CEO say …… the entrepreneur isn’t necessarily the person w idea, but the person/people who make the ideas happen
W acquisition of BC – WE improved DATA MATCHING CAPABILITIES & DATA CONSUMPTION
Matching over 65 disparate data source at the individual level
Result is comprehensive individual scores and profiles: wealth, giving, business – only WE
Almost 90% coverage across the nation