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WealthEngine, Inc.

WealthEngine, Inc.

Financial Services Companies

Description

WealthEngine, Inc. provides wealth intelligence, prospect research, and marketing services to nonprofit, luxury goods, retail, and financial organizations. Its analytics solutions include wealth ratings and scores, wealth screening, custom analytics, custom modeling, and predictive analytics and modeling. The company offers FindWealth, an online solution that allows fundraisers to understand wealth, disposable income, personal and professional interests, lifestyle, financial status, net worth, spending patterns, and business and philanthropic associations of customers and prospects; SmartFundraising, a solution for fundraisers that provides actionable segmentation, data and analytics, new prospect engagement, and expert recommendations; and FindWealth Online, an online research tool that provides access to wealth profiles in the United Kingdom. It also offers product training, customized training, and consulting services. The company serves nonprofits market, including advocacy and political, arts and culture, community organizations, higher and secondary education, faith-based, healthcare, and national charity clients; financial services market comprising asset management, banking, brokerage, credit unions, insurance, and private wealth management clients; and luxury providers, including arts and collectibles, automobiles, boating and yachting, fashion, home design, jewelry and watches, private aviation, real estate, retail, sports and entertainment, and travel clients. WealthEngine, Inc. was formerly known as Prospects of Wealth & Resources, Inc. and changed its name to WealthEngine, Inc. in 2000. The company was founded in 1991 and is headquartered in Bethesda, Maryland with additional offices in Mt. Pleasant, South Carolina; and London, United Kingdom.

Corporate Address

4330 East West Highway Bethesda, MD20814 United States of America

United States of America

301-215-5980

Tags:

Financial Research, Client Research, Consulting Research, Credit Bank, Company Research Services, Banking Products and Services, Banking Consulting, Product Research, Market Research and Consulting, Business Research, Management Research, Management Consulting and Research, Financial Markets Research, Private Banking, Personal Banking, Bank Management, Banking Insurance, Market Research, Banking Financial Services

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