WealthEngine

Business Intelligence (BI) Software · Maryland, United States · 51-200 Employees

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Overview

Headquarters

4330 East West Hwy, Bethesda, Maryland, ...

Phone Number

(301) 215-5980

Revenue

$29.8 Million

Industry

Business Intelligence (BI) Software Software Business Services Project Management

About WealthEngine

WealthEngine, an Altrata Company, specializes in wealth screening, customer segmentation, and donor analysis, utilizing machine learning to provide insights into prospects' capacity and intent to engage. Their platform enables clients to prioritize and personalize outreach based on various financial metrics, enhancing campaign effectiveness. WealthEngine's solutions aim to reduce the time and cost of customer acquisition while increasing ROI for organizations. They serve clients across various industries, integrating seamlessly with existing systems to deliver actionable insights.Explore more
WealthEngine's Social MediaSIC Code 73,737NAICS Code 54,541Show more

WealthEngine Org Chart

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Office Manager

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Compare insights from companies similar to WealthEngine, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthEngine

$29.8M
51-200
Private
$24.5M
1991
DJ
Donald JeanExecutive Vice President & Chief Strategy Officer
$76.7M
201-500
Private
-
1985
N/A
$31.3M
51-200
Private
-
2010
RC
Robert ComberFinancial Controller
$23.7M
51-200
Private
<$5M
2007
Madeline Turner, Chief Marketing Officer at DonorSearch
Madeline TurnerChief Marketing Officer
$20.2M
51-200
Private
$37.2M
2008
CG
Chris GallagherReach150 & Smartzip National Sales Director
$15.8M
51-200
Private
-
1999
SP
Sean ParlinBusiness Development Manager
$13.6M
51-200
Private
<$5M
2004
BS
Ben SilvermanDirector, Research
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WealthEngine Tech Stack

A closer look at the technologies used by WealthEngine

Top Business Intelligence (BI) Software Companies

Frequently Asked Questions Regarding WealthEngine

What is WealthEngine's official website?
WealthEngine's official website is www.wealthengine.com
What is WealthEngine's Revenue?
WealthEngine's revenue is $29.8 Million
What is WealthEngine's SIC code?
WealthEngine's SIC: 73,737
What is WealthEngine's NAICS code?
WealthEngine's NAICS: 54,541
How many employees does WealthEngine have?
WealthEngine has 51-200 employees
What industry does WealthEngine belong to?
WealthEngine is in the industry of: Business Intelligence (BI) Software, Software, Business Services
What is WealthEngine competition?
WealthEngine top competitors include: DonorSearch, Wealth-X, Infinata, IntelliQuest Information Group
What companies has WealthEngine acquired?
WealthEngine has acquired the companies: Ascend Global Media, The Jacobsen Publishing, Infrastructure Journal, Ned Davis Research
What technology does WealthEngine use?
Some of the popular technologies that WealthEngine uses are: DocuSign, WordPress.org, Drupal, PHP
How do I contact WealthEngine?
WealthEngine contact info: Phone number: (301) 215-5980 Website: www.wealthengine.com
What does WealthEngine do?

WealthEngine, an Altrata Company, specializes in wealth screening, customer segmentation, and donor analysis, utilizing machine learning to provide insights into prospects' capacity and intent to engage. Their platform enables clients to prioritize and personalize outreach based on various financial metrics, enhancing campaign effectiveness. Wealth... Engine's solutions aim to reduce the time and cost of customer acquisition while increasing ROI for organizations. They serve clients across various industries, integrating seamlessly with existing systems to deliver actionable insights.Read More

What are WealthEngine social media links?
WealthEngine Linkedin page WealthEngine Twitter page WealthEngine Facebook page
Who invested in WealthEngine?
WealthEngine has 10 investors including Undisclosed, Comerica, Novak Biddle Venture Partners and QED Investors.
Is WealthEngine a public company?
WealthEngine is private company therefore does not currently have an official ticker symbol
See more information about WealthEngine

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