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WealthEngine

WealthEngine Summary

Company Summary

Overview
WealthEngine (also known as Altrata) is a data analytics company providing wealth and prospect intelligence solutions. It offers data screening, predictive analytics, and customer and donor profiling tools. The company also provides API integrations and analytics services for fundraising, marketing, and customer management activities. WealthEngine caters to advocacy, financial services, healthcare, higher education, luxury and retail, marketing agencies, professional services, and other sectors.
Type
Subsidiary
Status
Active
Founded
1991
HQ
Bethesda, MD, US | view all locations
Website
https://www.wealthengine.com/
Cybersecurity rating
Sectors

Key People

  • James Lavell

    James Lavell, Chief Executive Officer

  • Richard Green

    Richard Green, Chief Commercial Officer

  • Connel Bell

    Connel Bell, Chief Operating Officer

  • Florian Pixner

    Florian Pixner, Chief Data Officer

Operating MetricsView all

Certifications

1

Apr, 2023

Partners

29

Apr, 2023

Solutions

8

Apr, 2023

LocationsView all

3 locations detected

  • Bethesda, MD HQ

    United States

    4340 E W Hwy #900

  • Mount Pleasant, SC

    United States

    474 Wando Park Blvd #100

  • Bengaluru, KA

    India

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

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