WealthEngine

Elevate your growth with predictive lead scoring.

4.2

(68)

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WealthEngine offers custom pricing plan

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Overview

Features

Pricing

Alternatives

Ratings

Media

Customers

Integrations

Support

FAQs

What is WealthEngine?

Affiliate Disclosure

WealthEngine is a revolutionary software platform designed to help enterprises in retail, real estate, hospitality, art & culture, higher education, healthcare, and financial services enhance their growth. With targeted campaigns that deliver measurable returns, the platform is tailored to profile potential customers and measure their buying habits using predictive lead scoring. Additionally, WealthEngine's active integrations with external data providers, system recorders, and marketing solutions enable users to make sound decisions and stay up-to-date with their business

Pricing

WealthEngine offers custom pricing plan

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud

WealthEngine software demo

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WealthEngine was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

WealthEngine Features

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Features Score:

WealthEngine Pricing

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Free Trial

Not available

WealthEngine Pricing

WealthEngine offers custom pricing plan

Pricing Model

Paid Plans (Quotation Based )

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Pricing Plans

WealthEngine

Wealth Search
Wealth Screening
Prospect Research
Analyze
Model

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WealthEngine Reviews & Ratings

4.2

Very Good

Based on 68 ratings & 98 reviews

Rating Distribution

Excellent

(62)

Very Good

(22)

Good

(7)

Poor

(3)

Terible

(4)

User Review

Anonymous User

08/09/23

4 out of 5

"An easy tool for researchers"

What do you like best about WealthEngine? The interface is one that a user can easily navigate. I appreicate the way the data is laid out and when you ...

Anonymous User

06/30/23

4 out of 5

"Appreciate the flexibility of the system"

What do you like best about WealthEngine? I appreciate that you can pull up one contact at a time without doing a complete data upload or database ...

Doug O

11/02/21

1.5 out of 5

"Quickest Way to Learn Donor Giving Capacity"

What do you like best about WealthEngine? How quick and easy it is to learn a donor or potential donor's giving capacity, as well as to verify their ...

Anonymous User

08/12/21

3 out of 5

"A former leader in their industry, but have had some serious issues in last couple of years."

What do you like best about WealthEngine? Their platform is intuitive and user-friendly. They provide several data points and additional tools beyond ...

View all Reviews

WealthEngine Customers

Houston Grand Opera

Humane Society

Turning Point

WealthEngine Integrations

4.3

3.8

WealthEngine Support

Contact

(844) 392-6827

Customer Service

Online

Location

Bethesda, Maryland

Reach out to WealthEngine Social channels

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

WealthEngine is a New SaaS Software. WealthEngine offers Data Analysis, Prospecting Tools, Search, Data Cleansing and many more functionalities.

Some top alternatives to WealthEngine includes Salesforce, SalesIntel, Intricately, B2B Salesfuel and DonorSearch.

Yes, WealthEngine provides API.

No, WealthEngine doesn't provide mobile app.

WealthEngine is located in Bethesda, Maryland

WealthEngine offers Quotation Based pricing model

Yes, WealthEngine can integrate with Salesforce

The starting price is not disclosed by WealthEngine. You can visit WealthEngine pricing page to get the latest pricing.

This software is researched and edited by

Rajat Gupta

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.

Researched by Rajat Gupta