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WealthEngine Reviews in April 2025: User Ratings, Pros & Cons

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4.2

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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)

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Showing 31-40 out of 98

DO

Doug O

05/24/19

5 out of 5

"Quickest Way to Learn Donor Giving Capacity"

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

CI

Consultant in Non-Profit Organization Management

05/21/19

4 out of 5

"ESENTIAL MAJOR GIFT PROSPECTING TOOL"

What do you like best? THE ABILITY TO SCREEN LARGE PORTFOLIOS THEN DIG DEEPER ON INDIVIDUALS

AU

Anonymous User

05/21/19

4 out of 5

"ESENTIAL MAJOR GIFT PROSPECTING TOOL"

What do you like best about WealthEngine? THE ABILITY TO SCREEN LARGE PORTFOLIOS THEN DIG DEEPER ON INDIVIDUALS What do you dislike about WealthEngine?

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

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

04/05/19

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.

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.

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.

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.