spotsaas-logo
Get Listed
WealthEngine - New SaaS Software

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

Elevate your growth with predictive lead scoring.

4.2

Add to compare

WealthEngine offers custom pricing plan

Request a Quote

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)

Log in Required to View Reviews

Filter results

Sort by :

Relevance
Relevance
Highest-Rated
Lowest-Rated
Least-Recent
Most-Recent

Share this page

Showing 41-50 out of 98

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.

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 ...

Read more

UI

User in Environmental Services

02/14/19

0 out of 5

"After three years, looking for an alternative"

What do you like best? While it integrates with Salesforce, it is clunky and not "seamless" as described and touted. While price has been somewhat reasonable, we were just informed of a jump from @$3700/yr to $5,000/yr with no discernable improvements.

AU

Anonymous User

02/14/19

0 out of 5

"After three years, looking for an alternative"

What do you like best about WealthEngine? While it integrates with Salesforce, it is clunky and not "seamless" as described and touted. While price has been somewhat reasonable, we were just informed of a jump from @$3700/yr to $5,000/yr with no discernable improvements.

SA

Saniya A

02/11/19

4 out of 5

"Great Product"

What do you like best about WealthEngine? Ease of use and pulling reports within a short period of time that are reliable What do you dislike about WealthEngine?

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?

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.