Data Sources Overview
At WealthEngine, we provide you with the most comprehensive screening and research tools available. Our licensing agreements with 25+ data providers gives you access to the best databases available for hard asset and biographical data mining.
Data is bundled into one easy-to-use, easy-to-interpret location so you save precious time and money on your research. You can then customize our rating and scoring formulas to pinpoint your top prospects. Click here for a test drive.
WealthEngine uses three distinct types of data (regulatory, voluntary, and statistically modeled) in order to create a profile of wealth. Each type of data is derived from different sources. Click on each data provider name for a full description.
Regulatory Data
Regulatory Data is collected by state, local and federal governments. This is information that individuals, corporations and foundations are required by law to report to their state, local and/or federal governments. Some examples of regulatory information include corporate filings (public and private), foundation reporting, real estate records, property liens, federal election campaign records, corporate SEP/Keogh records, SEC Insider stock include:
Voluntary Data
Voluntary Data is collected from data providers who gather biographical and/or philanthropic information volunteered by the individual. The information is found in such sources as annual reports, telephone interviews and surveys. Examples of WealthEngine’s voluntary databases include:
Statistically Modeled Data
Statistically Modeled Data is information created by using historical data to analyze trends or applying formulas to make predictions regarding behavior, indications of wealth, and the capacity to give with a great deal of accuracy. Examples of WealthEngine’s statistical databases include:
