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WealthEngine - New SaaS Software

WealthEngine

Elevate your growth with predictive lead scoring.

4.2

(68)

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WealthEngine offers custom pricing plan

What is WealthEngine?

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

Software demo

View demo

WealthEngine Features

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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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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

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AU

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 ...

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AU

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 ...

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DO

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 ...

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AU

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 ...

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WealthEngine Media

WealthEngine Customers

Houston Grand Opera-logo

Houston Grand Opera

Humane Society-logo

Humane Society

Turning Point-logo

Turning Point

WealthEngine Support

Contact

(844) 392-6827

Customer Service

Online

Location

Bethesda, Maryland

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 the following functionalities:

  • Data Analysis
  • Prospecting Tools
  • Search
  • Data Cleansing
  • Lead Scoring
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Here's a list of the best alternatives for WealthEngine

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

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