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.
Type
Private
HQ
Bethesda, US
Founded
1991
Employees
127 (est)+4%
WealthEngine was founded in 1991 and is headquartered in Bethesda, US

Key People at WealthEngine

Mike Lees

Mike Lees

Chief Marketing Officer
Tony Glowacki

Tony Glowacki

Chief Executive Officer
John Funge

John Funge

Senior Vice President of Product Management
Sally Boucher

Sally Boucher

Director of Research
Jeff Lubitz

Jeff Lubitz

Senior Vice President, Sales
Francis Glowacki

Francis Glowacki

CEO & Board Member

WealthEngine Locations

Bethesda, US
Charleston, US
Mount Pleasant, US
London, GB
Washington, US

WealthEngine Metrics

WealthEngine Summary

Founding Date

1991

Total Funding

$12.6 M

Latest funding size

$5.1 M

Time since last funding

over 2 years

Investors

WealthEngine's latest funding round of $5.1 M was in May 2014. In total, WealthEngine has raised $12.6 M.

WealthEngine Online Presence

WealthEngine Company Life

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