WealthEngine Prospect
UnclaimedUnleash the power of wealth insights to find and engage your next best prospect.
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TL;DR - WealthEngine Prospect
- Provides advanced wealth intelligence and prospect research.
- Uses machine learning to create pre-scored profiles with propensity, capacity, and intent data.
- Integrates with existing CRMs/DMS to streamline prospecting and fundraising efforts.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Significantly reduces time and cost of acquisition/fundraising
- Provides deep, actionable insights into prospect behavior and wealth
- Seamless integration with existing CRM/DMS systems
- Supports both business development and nonprofit fundraising strategies
- Leverages extensive data points for accurate profiling
Cons
- Specific pricing details are not publicly available, requiring a demo.
- Primarily focused on US-based profiles, as stated in the description.
- Requires integration with existing systems for full benefit.
Key Features
Machine learning-driven wealth insightsMillions of pre-scored prospect profilesRegular data refreshesPropensity, capacity, and intent scoringDonor pyramid and wealth modelerAutomated contact segmentationPersonalized outreach based on wealth metricsDirect data integration via API into CRMs/DMS
Pricing
Paid
WealthEngine Prospect offers paid plans. Visit their website for current pricing details.
About WealthEngine Prospect
By Toolradar Team·
WealthEngine provides advanced wealth identification and prospect research solutions, offering unique profiles for millions of individuals in the US. It leverages machine learning to analyze billions of data points, creating pre-scored profiles that detail an individual's propensity, capacity, and intent to engage with an organization. This platform is designed for fundraising, marketing, and business development professionals across both businesses (e.g., luxury brands, financial services) and nonprofits (e.g., higher education, advocacy).
The platform helps users segment contacts, prioritize outreach based on detailed insights like net worth, giving capacity, donation history, and investable assets, and personalize campaigns. It aims to reduce the time and cost associated with customer acquisition and fundraising by enabling organizations to find prospects that convert faster. WealthEngine also integrates with existing CRMs and DMS systems, allowing data to be pulled directly into current workflows.
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WealthEngine Prospect FAQ
How does WealthEngine's machine learning model determine an individual's propensity, capacity, and intent?
WealthEngine applies machine learning to billions of data points to create pre-scored profiles. This analysis identifies patterns and indicators related to an individual's likelihood to engage (propensity), their financial ability to contribute or purchase (capacity), and their demonstrated interest in specific causes or products (intent).
Can WealthEngine integrate with custom-built CRM or DMS systems, or is it limited to specific popular platforms?
WealthEngine offers API access, allowing clients to pull data directly into their existing systems. This flexibility suggests it can integrate with a wide range of CRMs and DMS, including custom-built solutions, beyond just the leading partners mentioned.
What specific types of data points are used to generate the wealth insights and prospect profiles?
The platform utilizes billions of data points, which include, but are not limited to, net worth, giving capacity, donation history, investable assets, and other indicators of an individual's financial standing and engagement patterns. This comprehensive data set informs the scoring for propensity, capacity, and intent.
How does WealthEngine assist luxury brands or financial services providers in identifying potential customers, beyond just general wealth indicators?
For businesses like luxury brands or financial services, WealthEngine's insights go beyond general wealth. It helps identify individuals with a high propensity to spend or invest, and specific intent relevant to these industries, allowing for targeted campaigns to discover and engage high-value customers.
What is the frequency of data refreshes for the millions of pre-scored profiles?
WealthEngine performs regular refreshes of its millions of pre-scored profiles. This ensures that the insights provided regarding an individual’s propensity, capacity, and intent are current and accurate, reflecting any changes in their financial situation or engagement patterns.
Source: wealthengine.com