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WealthEngine

WealthEngine

Total Funding

$23.4 M

WealthEngine Summary

Company summary

Overview
WealthEngine.com is the leading wealth research services firm for nonprofit organizations and financial services companies. Recognizing the value of wealth indicators and identifying links to prospects, WealthEngine gathers information to assist wealth managers, marketers and development professionals to create strategies for up-selling, cross-selling or fundraising. Headquartered in Bethesda, MD, WealthEngine offers sophisticated analytics, offering cutting-edge wealth identification products and services. Thousands of financial service providers and prospect researchers depend on our data mining expertise and sophisticated ratings.
Type
Private
Founded
1991
HQ
Bethesda, MD, US | view all locations
Website
https://www.wealthengine.com/
Cybersecurity rating
Sectors

Key people

  • Elizabeth Schiffmann Orzechowski

    Elizabeth Schiffmann Orzechowski, VP, Product Management

    • Lori Kohn

      Lori Kohn, Chief of Staff

      • Michael Phillips

        Michael Phillips, VP, Marketing & Communications

        LocationsView all

        6 locations detected

        • Bethesda, MD HQ

          United States

          4340 E W Hwy #900

        • Charleston, SC

          United States

          Charleston, SC, USA

        • Mount Pleasant, SC

          United States

          474 Wando Park Blvd #100

        • Washington, DC

          United States

          Washington, DC, USA

        • Bengaluru, KA

          India

          3rd Floor, P R Business Center, Sarjapur Outer Ring Road, Kadubeesanahalli

        • London

          United Kingdom

          90 Long Acre Covent Garden

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