WealthEngine is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Recently named a Cool Vendor in Data-Driven Marketing by Gartner, marketers and fundraisers use WealthEngine's comprehensive insights to understand what drives consumer decisions and when best to engage them. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom.
"Very helpful to maintain fresh data, provide new prospects and keep us on track. We take the screened data and prioritize the list by giving capacity, starting from the $1M level down to $100,000, briefly scanning the bottom of the list for anyone we know to have a higher capacity. Once we have segmented the list, we look at key features including the P2G (Propensity to Give) score, stock holdings and quality of match data. We overlay inclination ratings and deem those with a capacity over $500,000 as our ‘hot list’.”
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