ZoomInfo + WealthEngine

WealthEngine

An Altrata Company · WealthEngine offers wealth screening and search, customer segmentation and modeling, donor analysis.

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About WealthEngine

An Altrata Company · WealthEngine offers wealth screening and search, customer segmentation and modeling, donor analysis.

Description

Altrata, a brand by WealthEngine, offers a comprehensive range of products and services to empower organizations with valuable insights into their prospects, customers, and donors. With over 100 million profiles and 4 billion connections, Altrata enhances prospect research, business development, and talent acquisition strategies. Altrata's WealthEngine platform leverages machine learning and billions of data points to create millions of pre-scored profiles, providing detailed insights into an individual's propensity, capacity, and intent to engage with your organization. You can easily segment and personalize your campaigns using the industry's first donor pyramid and wealth modeler, which automatically segments contacts based on criteria such as net worth, giving capacity, donation history, investible assets, and propensity to donate. By utilizing Altrata, clients have experienced substantial increases in ROI, reduced time and cost to acquire customers or raise funds. Plus, you can integrate Altrata's solutions seamlessly into your existing workflows, thanks to their partnerships with leading industry providers. Visit Altrata today to schedule a demo and discover your next best prospect.

INTEGRATION Overview

Works with:GTM STUDIOCOPILOTZI SALESZI TALENT

ZoomInfo Experience

Data Features
Data Connector: GTM STUDIO
Mutual customers can enrich GTM Studio Audiences using their WealthEngine license (Guide).

WealthEngine Experience

Data Features
ZoomInfo API/MCP:
Mutual customers and partners can develop Apps to pull ZoomInfo’s GTM Intelligence via API/MCP to power vendors like WealthEngine. Visit docs.zoominfo.com to learn more or refer WealthEngine to become a technology partner today.
iPaaS / Integration Solutions:
ZoomInfo has pre-built integrations for various integration-platform-as-a-service (iPaaS) and similar integration vendors (Full List)

UI-Based Features
Chrome Extension: GTM STUDIO COPILOT ZI SALES ZI TALENT
ZoomInfo’s Google Chrome Extension overlays our GTM Intelligence all over the web. To request an improvement to automatically match to people or companies within WealthEngine’s Web App, please submit a request to helpmenow@zoominfo.com. (Overview | Connect)