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.
| Type | Private | |
| Founded | 1991 | |
| HQ | Bethesda, MD, US | Map |
| Website | wealthengine.com | |
| Employee Ratings | More |
Recent NewsAll News
- WealthEngine Exceeds Financial Metrics, Launches WE Insights Momentum builds around data-driven predictive prospecting
- CIBC Innovation Banking provides $6.5 million expansion capital to wealth management analytics company WealthEngine, Inc.
- WealthEngine Levels Up in 2019 - Announces Next Generation Product Release, Completes Hires To Their Executive Leadership Team
- 2018 WealthEngine Prosper Awards
Latest Updates
| Employees (est.) (Jun 2021) | 89 | (-1%) |
| Cybersecurity rating | B | More |
Key People/Management at WealthEngine
Richard Green
Chief Executive Officer
Elizabeth Schiffmann Orzechowski
VP, Product Management
Lori Kohn
Chief of Staff
Adam Tiberian
SVP, Sales
Katerina Lauer
VP, Renewal Sales
Abhishek Sharma
Director of Engineering
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
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 | 2 years ago |
WealthEngine investors | QED Investors, Comerica Bank, Bobby Yazdani, Novak Biddle Venture Partners, Signatures Capital, Streamlined Ventures, CIBC Bank, Paul Gibson |
WealthEngine's latest funding round in March 2019 was reported to be $6.5 m. In total, WealthEngine has raised $23.4 m
WealthEngine Cybersecurity Score
WealthEngine Online and Social Media Presence
8.93k Twitter followers
WealthEngine has 8.93k Twitter Followers. The number of followers has decreased 0.4% month over month and decreased 1.3% quarter over quarter
WealthEngine's Trends
Twitter Engagement Stats for @WealthEngine
8k
Tweets
4.2k
Following
8.9k
Followers
11
Tweets last 30 days
0.3
Avg. likes per Tweet
45.5%
Tweets with engagement
WealthEngine News and Updates
April 17, 2019
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 …
March 04, 2019
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...
February 25, 2019
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...
November 02, 2018
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
May 24, 2021
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…
April 21, 2021
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…
April 20, 2021
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…
April 16, 2021
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.
April 14, 2021
How COVID-19 Affected Higher Education Fundraising, Future Forecasts, and Fundraising Strategies
How COVID-19 affected higher education fundraising, future forecasts, and fundraising strategies including online learning and more.
The post How COVID-19 Affected Higher Education Fundraising, Future Forecasts, and Fundraising Strategies appeared first on WealthEngine.
March 29, 2021
Coping With COVID-19: Luxury Hospitality Brands
Luxury brands have pivoted and altered their business models, supply chains, and operations. Here is a rundown on the state of the luxury industry and where it's headed.
The post Coping With COVID-19: Luxury Hospitality Brands appeared first on WealthEngine.
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 89 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.
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