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WealthEngine - New SaaS Software

WealthEngine

Elevate your growth with predictive lead scoring.

4.2

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WealthEngine offers custom pricing plan

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)

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Showing 11-20 out of 98

UI

User in Fund-Raising

04/22/19

5 out of 5

"I love Wealth Engine!"

What do you like best? I like being able to make the connections between spouses, siblings, and parents. Those are frequently elusive relationships/connections if you're relying on any other search tool. Wealth Engine is literally the only company that culls information from so many sources. What historically took me hours, I can now identify in minutes

AU

Anonymous User

04/22/19

5 out of 5

"I love Wealth Engine!"

What do you like best about WealthEngine? I like being able to make the connections between spouses, siblings, and parents. Those are frequently elusive relationships/connections if you're relying on any other search tool. Wealth Engine is literally the only company that culls information from so many sources. What historically took me hours, I can now identify in minutes

CI

Consultant in Fund-Raising

04/05/19

5 out of 5

"After reviewing the top providers, Wealth Engine is best."

What do you like best? CoreLogic, included with WealthEngine, allows me to search for property values by property address, mailing address, and owner name (including corporate name). I can find properties by corporate name which can't be done with any other provider. Wealth Engine provides stock information along with a complete list of historic trades which is a great time saver.

AU

Anonymous User

04/05/19

5 out of 5

"After reviewing the top providers, Wealth Engine is best."

What do you like best about WealthEngine? CoreLogic, included with WealthEngine, allows me to search for property values by property address, mailing address, and owner name (including corporate name). I can find properties by corporate name which can't be done with any other provider. Wealth Engine provides stock information along with a complete list of historic trades which is a great time saver.

CM

Christine M

04/03/19

5 out of 5

"Easy to Use, reliable information"

What do you like best about WealthEngine? That all wealth information is compiled in an easy to read format. What do you dislike about WealthEngine?

BT

Brent T

03/29/19

5 out of 5

"WealthEngine is a Great Resource"

What do you like best about WealthEngine? Screening results were returned within minutes minimizing delays in our processes. Reports were clear and concise. Data was easily imported into our CRM software - Raiser's Edge from Blackbaud. WealthEngine staff are very knowledgeable and great to deal with. They were very helpful when I first started with my company and needed to have myself added as the administrator when the previous administrator was no longer here.

AU

Anonymous User

03/19/19

5 out of 5

"An expansive resource providing company for non-profits"

What do you like best about WealthEngine? The customer service paired with easy to use/understand products have been by favorite aspect of working with Wealth Engine as our company has looked to improve our fundraising efforts.

AI

Administrator in Political Organization

03/19/19

5 out of 5

"An expansive resource providing company for non-profits"

What do you like best? The customer service paired with easy to use/understand products have been by favorite aspect of working with Wealth Engine as our company has looked to improve our fundraising efforts.

TA

Taylor A

02/27/19

5 out of 5

"Effeicent and Effective"

What do you like best about WealthEngine? The data base is full of useful information that would take me otherwise hours to find on a donor, done in seconds. Mass scoring is also incredibly useful, and the SalesForce integration is easy to use.

CE

Chase E

02/22/19

5 out of 5

"Recommend WE for Nonprofit Development"

What do you like best about WealthEngine? I particularly like the ease of individual search and the ability to find people who might be second degree connections of our nonprofit's constituents. The breakdown of a person's family foundations, Guidestar affiliations, and real estate have been especially helpful to me. I'm especially a fan of using nonprofit and organization search. Often there is a company that would be beneficial to have a connection with, but I don't know where to start or ...

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