WealthEngine is a company.
WealthEngine has raised $12.0M across 2 funding rounds.
Key people at WealthEngine.
WealthEngine has raised $12.0M in total across 2 funding rounds.
Key people at WealthEngine.
WealthEngine has raised $12.0M in total across 2 funding rounds.
WealthEngine's investors include Cota Capital, Greylock, Hoxton Ventures, InterWest, Streamlined Ventures, Structure Capital, QED Investors.
WealthEngine is a leading provider of wealth intelligence solutions, offering data-driven tools for prospect identification, screening, segmentation, and modeling to help organizations engage high-value individuals.[1][3][4] Headquartered in Bethesda, Maryland, the company serves nonprofits, financial services, healthcare, education, retail, and travel sectors across the US and UK, with services including analytics, consulting, marketing, and API integrations into CRMs like Salesforce and Salsa.[1][3][4][5] Its platform processes billions of data points via machine learning to deliver pre-scored profiles on net worth, income, assets, real estate, charitable giving, and propensity to donate, invest, or spend, enabling clients to reduce acquisition costs, personalize campaigns, and boost ROI.[3][4]
WealthEngine powers over 3,000 clients by uncovering prospects' capacity, intent, and networks, including social, professional, and philanthropic connections for referrals and expansion.[3][5] With reported revenue of $29.8 million and 140 employees, it has raised $24.5 million across 8 funding rounds, including a $5 million investment highlighted for its donor-prospecting impact.[1][6]
WealthEngine traces its roots to Prospects of Wealth & Resources, Inc., transitioning into its current form over a decade ago under leadership like Tony G., who managed growth, sales teams, and a pivotal sale to RiskMetrics Group in January 2007.[2] The company established itself in Bethesda, MD, as a pioneer in wealth research for nonprofits and financial services, leveraging data mining for wealth indicators and prospect links.[2]
Key figures include Cong Q., who joined as VP of Analytics in January 2013, and earlier influences like Jack, a co-founder of NBVP with a background in software ventures and merchant banking.[2] Early traction came from serving thousands of prospect researchers and financial providers, evolving into a sophisticated platform with machine learning and regular data refreshes.[1][3]
WealthEngine rides the wave of AI-driven wealth intelligence and personalization in fundraising and financial services, capitalizing on surging demand for data analytics amid rising nonprofit needs and wealth transfer trends.[1][3][5] Timing aligns with post-2019 platform upgrades and integrations, enabling real-time insights as CRMs evolve and privacy regulations push for ethical, consented data use.[1][3]
Market forces like expanding high-net-worth populations and digital transformation in nonprofits/finance favor its model, reducing manual prospecting while amplifying networks for organic growth.[4][5] It influences the ecosystem by setting standards for donor/financial prospecting, powering 3,000+ clients and fostering strategies that blend philanthropy, referrals, and cross-selling.[1][3]
WealthEngine's trajectory points to deeper AI enhancements, broader integrations, and expansion into emerging sectors like sustainable investing, as wealth data becomes central to personalized engagement.[3][5] Trends such as real-time data refreshes, predictive modeling, and global wealth shifts will accelerate its growth, potentially through Altrata synergies for richer datasets.[3][4]
Its influence may evolve from prospecting leader to ecosystem orchestrator, enabling warmer introductions and higher conversion ecosystems—reinforcing its core strength in turning data into donor and client wins.[2][5]
WealthEngine has raised $12.0M across 2 funding rounds. Most recently, it raised $7.0M Series B in May 2014.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| May 1, 2014 | $7.0M Series B | Cota Capital, Greylock, Hoxton Ventures, InterWest, Streamlined Ventures, Structure Capital | |
| Feb 1, 2010 | $5.0M Series A | QED Investors |
