Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.

12+

Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.

17+

You must be at least 17 years old to access this App.

Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.

WealthEngine Screenshots

iPhone

About WealthEngine

WealthEngine’s mobile app helps your organization find your best prospects and client or donor expansion opportunities. Our 250 million scored profiles of the U.S. population include hard-to-find information that helps you know your customer or donor better. Use the app in conjunction with your WealthEngine account to get insights on the go.

Prospecting On the Go

Fundraisers gain prospecting insights from the industry's first donor pyramid modeler that automatically segments your donors by estimated net worth, giving capacity, and donation history and then finds prospects who look just like your best donors.

Financial institutions use WealthEngine to identify prospects based on net worth, investable assets, cash on hand, business ownership, and much more.

See a visual connections matrix that plots the shortest path to reach your prospects through people you already know. With industry-leading match rates and client/donor models, you'll find more of the right prospects to reach your financial goals - right from your CRM, DMS, or your own platform using our APIs.

Examples of WealthEngine’s Insights:

Identify millennials who show signs of emerging wealth

Spot potential liquidity events before they happen such as finding high net worth business owners age 50-70

See who is likely to inherit wealth like children of high net worth individuals

Find potential donors and sponsors based on giving capacity, donation history, and interests

Identify real estate investors such as people who own 3 or more local properties

Find new investors based on cash-on-hand, stock holdings, and accredited investor status

Locate growing families in need of financial products, real estate