Products and Services
FindWealth Online - a one-name-at-a-time, web-based research tool with immediate results on individuals, public companies, nonprofit organizations, and foundations. Use FindWealth Online to qualify donors and prospects. With each search more than 25 top databases are scanned for the latest information and then compiled into an easy to read, easy to print profile. There is no wait; results are posted within seconds.
Access valuable hard asset information like real estate, income and pension, stock ownership as well as philanthropic and biographical data. Use our news alert service to track your targets—donors, prospects and/or foundations. You can also save results in your own history section and create folders for groups like board members and special event attendees. More Information
FindWealth Screening Services -a list-driven prospect research tool for small to large numbers of donors or prospect records. WealthEngine's unique process, called Loop Analysis, runs your records through more than 25 data sources over and over again as each new piece of information is found so no detail is missed—a spouse, another property address, etc. Once Loop Analysis is completed, we apply statistical models to calculate ratings and scoring (which you can adjust based on your criteria). The result is comprehensive information that allows you to target and cultivate important relationships so your development can reach new heights. More information
Prospect Generator - a new, searchable database product consisting of more than 7 million high net worth individuals. Based on WealthEngine’s predictive P2G℠ (Propensity to Give) rating system which is designed to identify individuals with the greatest wealth, disposable income, and philanthropic inclination, Prospect Generator provides nonprofit fundraisers with the most advanced wealth identification tools available to build targeted prospecting lists for major gift solicitation and high-end donor cultivation. More information
Pinpoint - a directory of stock information dating back to 1986. This service, previously owned by Wealth ID (originally a division of Thomson Financial), provides a detailed breakdown of an individual’s stock holdings by transaction type. It also outlines stock options, both vested and unvested, providing maturation dates and strike prices. You can search based on individual or company.
Dialog NewsRoom - a global news source. Drawing from approximately 11,000 publications, the database covers leading newspapers, business magazines, and news wires. It is comprised of abstracts and full text records from the trade, business and scholastic journals; local, regional, national and international newspapers; as well as regional business publications, industry newsletters, broadcast transcripts and corporate news releases. Dialog Alerts use push technology to drive news alerts straight to your email so you always know when your target is making news.
WebExpress - ongoing screening services for nonprofits with a regular influx of new prospects, especially health care organizations, public radio, museums, theatres, arts groups, and higher education institutions. Use FindWealth Screening on a daily, weekly or monthly basis. More Information
WebConnect - link from a record in your FindWealth Screening to FindWeath Online for the most up to date information on your prospect.
WebConnect for DMS - links from a specific record in your Donor Management System (DMS) to FindWealth Online search results. It is a useful interface for organizations wanting to review the most up to date information on their donors and prospects.
ProspectLink - With ONE click of the mouse, integrate the ratings and rankings fields of your FindWealth Online Advanced Search Results back into your donor management system. Using the WealthEngine fields within your DMS, you can then generate specialized workflows and reports to help streamline your prospecting and fundraising efforts. Please contact us at 301-215-5980, option 4 or email customerservice@wealthengine.com to determine if your donor management system has this capability.
FindWealth Online - UK & FindWealth Screening - UK - products specifically designed for research in the United Kingdom. With data sources exclusive to the UK, these tools are useful to international nonprofits.
Prospect Research Training & Support - tenured prospect researchers provide training to you and your colleagues on how to increase the value of your data mining and research efforts. These training sessions are tailored to your needs and may be conducted in-person or via online webinar.
Additional Services - WealthEngine also provides the following data enhancement services:
- National Change of Address (NCOA) updates to keep your address information current
- Age Overlays
- Email Appends
Contact our Sales Department for details.
