WealthEngine
Business
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Find your best prospects using insights like net worth, giving capacity, donation history, investable assets, propensity to donate, invest and spend, and much more.
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
Ratings & Reviews
Fixed an issue in authentication.
The developer, Wealth-X LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Wealth-X, LLC
- Size
- 44.3 MB
- Category
- Business
- Compatibility
Requires iOS 11.0 or later.
- iPhone
Requires iOS 11.0 or later. - iPod touch
Requires iOS 11.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © WealthEngine 2021