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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 21-30 out of 98

JS

Julie S

02/05/19

5 out of 5

"Review of WE"

What do you like best about WealthEngine? The ease of navigation and accuracy of information What do you dislike about WealthEngine?

WT

William T

02/01/19

5 out of 5

"I have been using WE for over 10 years. It is a very good aggregator of information."

What do you like best about WealthEngine? Their screening service helps in providing a rank-order list of prospects. While their giving capacities may be not be perfectly accurate, they do provide a starting point for further research.

PS

Phyllis S

01/29/19

5 out of 5

"One of the most comprehensive prospect research tools"

What do you like best about WealthEngine? The way the information is gathered and presented is very helpful in my position. What do you dislike about WealthEngine?

UI

User in Primary/Secondary Education

01/25/19

5 out of 5

"WealthEngine is One-Stop Shop for Assessing Giving Capacity"

What do you like best? WealthEngine is critical for obtaining a reasonable understanding of an individual's capacity to give based on numerous factors, mostly highlighted in the full profile option.

AU

Anonymous User

01/25/19

5 out of 5

"WealthEngine is One-Stop Shop for Assessing Giving Capacity"

What do you like best about WealthEngine? WealthEngine is critical for obtaining a reasonable understanding of an individual's capacity to give based on numerous factors, mostly highlighted in the full profile option.

JL

Jose L

01/24/19

5 out of 5

"Wealth Engine has revolutionized the way we fundraise"

What do you like best about WealthEngine? Wealth Engine provides easy to understand metrics and scores, it has an ease of use unmatched by its competitors, and the Salesforce integration is seamless and an incredible time saver. Additionally, there always seems to be a webinar for training or growing in the skill of searching for the right things to find the right people.

AU

Anonymous User

01/24/19

5 out of 5

"Great source for donor information"

What do you like best about WealthEngine? I can verify spouse names and mailing addresses What do you dislike about WealthEngine?

AU

Anonymous User

01/24/19

5 out of 5

"Wealth Engine provides tools for success"

What do you like best about WealthEngine? Ease of use/navigation, cleanliness of interface, overall quality of data and information, ability to analyze and compare our data with that of the industry, responsiveness of staff and customer service!

UI

User in Non-Profit Organization Management

01/24/19

5 out of 5

"Wealth Engine review"

What do you like best? I liked best that my data came back ready to import directly into Raiser's Edge. It imported very smoothly.

UI

User in Non-Profit Organization Management

01/24/19

5 out of 5

"Great source for donor information"

What do you like best? I can verify spouse names and mailing addresses What do you dislike?