WealthEngine

Technology Partners

Recognizing that our clients typically manage their donor and prospect data within a Donor Management System (DMS) or Customer Relationship Management (CRM) environment – and that these technology platforms vary widely - WealthEngine works with the leading providers to develop partnerships and integrations.

With a solution that integrates WealthEngine’s prospect research and screening directly into the DMS or CRM, clients can easily identify which prospects are worth pursuing based on a clearly defined giving capacity and propensity-to-give score, and quickly spot instances where a proposal’s ask amount should be adjusted over time due to changes in the prospect’s wealth.

See our list of technology partners and integrations
 

Consultants and Service Providers

WealthEngine works with the industry’s top nonprofit and fundraising consultants and service providers to make it easy for clients to seamlessly leverage the services they need to make their fundraising as effective as possible.

See our list of consulting partners