WealthEngine is a provider of intelligence solutions to help fundraising, marketing and business development professionals create strategies to extend their reach and build their prospect pipeline. It works with nonprofits, hospitals, institutions of higher education, political campaigns, advocacy groups, luxury organizations and financial services firms to help identify individuals with the net worth, income, lifestyle and affinity to become donors or customers. Serving clients in the United States and United Kingdom, it offers solutions across four key areas: analytics, research, prospecting and consulting. At its core is its FindWealth platform.
Key WealthEngine score definitions:
Propensity to Give: The score is made up of 2 digits. The first digit will be a number between 1-5 and the second digit will be a number between 0-6 - the lower the overall number the better (the best possible score is 10 and the worst possible score is 50). The first digit denotes how good the prospect is. The second digit is the capacity to give relative to others in that band (i.e., 10 and 15 are both great major gift prospects but the first one has the greater capacity to give).
* Propensity to Give: A score to assess an individual's means to give and the inclination to do so. It is based on exact household matches, overall wealth and financial ability.
* Influence Rating: Identifies an individual's influence in the community based on how many boards they are affiliated, corporate or philanthropic.
Records available online are individuals who made donations to US organizations, where a business address for the individual is available, and where data can be distributed outside of the WealthEngine platform.