WealthEngine

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.
Company Growth (employees)
Type
Private
HQ
Bethesda, US
Founded
1991
Size (employees)
120 (est)-2%
WealthEngine was founded in 1991 and is headquartered in Bethesda, US

Key People/Management at WealthEngine

John Funge

John Funge

Senior Vice President of Product Management

WealthEngine Office Locations

WealthEngine has offices in Bethesda, Mount Pleasant, London, Charleston and in 1 other location
Bethesda, US (HQ)
4330 East West Highway Suite 950
London, GB
90 Long Acre Covent Garden
Mount Pleasant, US
474 Wando Park Blvd Suite 100

WealthEngine Financials and Metrics

Summary Metrics

Founding Date

1991

Total Funding

$12.6 m

Latest funding size

$5.1 m

Time since last funding

over 3 years

Investors

WealthEngine's latest funding round in May 2014 was reported to be $5.1 m. In total, WealthEngine has raised $12.6 m

WealthEngine's Web-traffic and Trends

WealthEngine Online and Social Media Presence

WealthEngine Company Life and Culture

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