Get a recommendation
Tell us your requirements and our advisors will help you compare and shortlist the best-fit options, free and unbiased.
A real human, fast
Someone on our team replies within one business day, no bots, no ticket queue.
Routed to the right team
Buying, selling, partnering, or investing, you reach the people who can actually help.
Independent & unbiased
No pushy sales. Just honest guidance grounded in the ecosystem.
Tailored to your context
Tell us what you need and we shape the next steps around it.
Who are you? Pick the option that fits best.
Wealth intelligence
WealthEngine is wealth screening and prospect research software offering wealth screening and prospect research data for nonprofits and financial services. WealthEngine helps fundraisers and wealth managers work more efficiently and achieve better outcomes.
WealthEngine is built for fundraisers and wealth managers. It suits teams that want wealth screening without spreadsheets and disconnected tools.
Compared with alternatives like DonorSearch, WealthEngine differentiates on wealth screening. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core WealthEngine for growing teams. Contact for a quote.
Advanced WealthEngine for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| wealth screening | , | |
| prospect profiles | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| predictive models | , | |
| data append | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
CRM
Finance
Missing an integration?
API Types
SDK Availability
Verify SDK availability in vendor's documentation.
Developer Features
No reviews yet. Be the first to review WealthEngine.
Have a question about WealthEngine? Ask the community.
Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Quick comparisons
