WealthEngine

OverviewSuggest Edit

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.
TypePrivate
Founded1991
HQBethesda, MD, US
Websitewealthengine.com
Employee Ratings3.9

Latest Updates

Employees (est.) (Sept 2021)85(-1%)
Cybersecurity ratingAMore

Key People/Management at WealthEngine

Richard Green

Richard Green

Chief Executive Officer
Elizabeth Schiffmann Orzechowski

Elizabeth Schiffmann Orzechowski

VP, Product Management
Lori Kohn

Lori Kohn

Chief of Staff
Adam Tiberian

Adam Tiberian

SVP, Sales
Katerina Lauer

Katerina Lauer

VP, Renewal Sales
Abhishek Sharma

Abhishek Sharma

Director of Engineering
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WealthEngine Office Locations

WealthEngine has offices in Bethesda, Charleston, Mount Pleasant, Washington and in 2 other locations
Bethesda, MD, US (HQ)
4340 E W Hwy #900
Charleston, SC, US
Charleston, SC, USA
Mount Pleasant, SC, US
474 Wando Park Blvd #100
Washington, DC, US
Washington, DC, USA
Bengaluru, IN
3rd Floor, P R Business Center, Sarjapur Outer Ring Road, Kadubeesanahalli
London, GB
90 Long Acre Covent Garden
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WealthEngine Financials and Metrics

Summary Metrics

Founding Date

1991

WealthEngine total Funding

$23.4 m

WealthEngine latest funding size

$6.5 m

Time since last funding

3 years ago

WealthEngine investors

WealthEngine's latest funding round in March 2019 was reported to be $6.5 m. In total, WealthEngine has raised $23.4 m
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WealthEngine Cybersecurity Score

Cybersecurity ratingPremium dataset

A

91/100

SecurityScorecard logo

WealthEngine Online and Social Media Presence

Embed Graph

WealthEngine Company Culture

  • CEO Rating

    C

    70/100

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WealthEngine News and Updates

WealthEngine Exceeds Financial Metrics, Launches WE Insights Momentum builds around data-driven predictive prospecting

BETHESDA, MD, April 16, 2019— WealthEngine announced it closed the first quarter of 2019 ahead of expectations in revenue, up-sell to existing customers and acquisition of new clients across all of its core segments. Buoyed by the success, WealthEngine Chairman, Bobby Yazdani commented, “The team’s …

CIBC Innovation Banking provides $6.5 million expansion capital to wealth management analytics company WealthEngine, Inc.

BETHESDA, MD, March 4, 2019 /PRNewswire/ - WealthEngine (WE), the leading provider of predictive marketing, analytics and audience development services, announced it has entered into a credit financing agreement for $6.5 million in growth capital from CIBC Innovation Banking. With this...

WealthEngine Levels Up in 2019 - Announces Next Generation Product Release, Completes Hires To Their Executive Leadership Team

BETHESDA, Md., Feb. 25, 2019 /PRNewswire/ -- WealthEngine today announced during LiveRamp's RAMPUP 2019, that it has rounded out its executive leadership team and set the stage to achieve rapid growth in 2019. Within a strong, profitable year in 2018, involving a highly successful WE...

2018 WealthEngine Prosper Awards

BETHESDA, Md., Nov. 2, 2018 /PRNewswire/ -- Today, WealthEngine announced the winners of the inaugural WealthEngine Prosper Awards as the 2018 WE Prosper Summit concluded. The inaugural WE Prosper Summit was an online gathering of thought leaders from global causes and international...

WealthEngine Blogs

Venture Philanthropy: Is it a Worthwhile Investment?

Successful nonprofits should look for new funding opportunities. In recent years, venture philanthropy has been on the rise. The post Venture Philanthropy: Is it a Worthwhile Investment? appeared first on WealthEngine.

Giving Trends for Social Justice Organizations + 8 Ways to Leverage Them

This guide covers top giving trends for social justice causes, the future of donor landscapes, and the six data-driven methods for attracting new donors. The post Giving Trends for Social Justice Organizations + 8 Ways to Leverage Them appeared first on WealthEngine.

RelSci Acquired by Euromoney People Intelligence

We are pleased to announce that our parent company, Euromoney Institutional Investor PLC, has acquired RelSci to complement the Euromoney People Intelligence offerings – BoardEx, WealthEngine and Wealth-X. RelSci is a leading relationship-mapping data provider serving financial, professional service…

Take us with you! Introducing the WealthEngine Mobile App on the go

We are pleased to announce the launch of the WealthEngine mobile app, now available for iOS and Android users. Whether you’re on the go or on the couch, search for wealthy individuals from your phone in order to quickly access profile summaries and connections right at your fingertips. Our free mobi…

How the Pandemic Has Affected Healthcare Fundraising and the Challenges Moving Forward

While most industries have been affected by the COVID-19 pandemic, healthcare fundraising has faced a multitude of new challenges during these unprecedented times. With unexpected costs of COVID-19 patient care, personal protective equipment (PPE) shortages, and overcrowding, healthcare philanthropy…

A Comprehensive Guide to Reviving Annual Funds

Easily identify prospects, upsell existing annual fund donors and direct mail best practices to increase your campaign’s ROI. The post A Comprehensive Guide to Reviving Annual Funds appeared first on WealthEngine.
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WealthEngine Frequently Asked Questions

  • When was WealthEngine founded?

    WealthEngine was founded in 1991.

  • Who are WealthEngine key executives?

    WealthEngine's key executives are Richard Green, Elizabeth Schiffmann Orzechowski and Lori Kohn.

  • How many employees does WealthEngine have?

    WealthEngine has 85 employees.

  • Who are WealthEngine competitors?

    Competitors of WealthEngine include Direct Dialogue Initiatives, PeerStreet and GUST.

  • Where is WealthEngine headquarters?

    WealthEngine headquarters is located at 4340 E W Hwy #900, Bethesda.

  • Where are WealthEngine offices?

    WealthEngine has offices in Bethesda, Charleston, Mount Pleasant, Washington and in 2 other locations.

  • How many offices does WealthEngine have?

    WealthEngine has 6 offices.