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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.
HQBethesda, MD, US
Employee Ratings3.9

Latest Updates

Employees (est.) (Jan 2021)104
Cybersecurity ratingBMore

Key People/Management at WealthEngine

Raj Khera

Raj Khera

EVP & Chief Marketing Officer
PV Bóccasam

PV Bóccasam

CEO, Director
Elizabeth Schiffmann Orzechowski

Elizabeth Schiffmann Orzechowski

VP, Product Management
Adam Tiberian

Adam Tiberian

SVP, Sales
Katerina Lauer

Katerina Lauer

VP, Renewal Sales
Shikha Akolo

Shikha Akolo

VP, Finance
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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


WealthEngine total Funding

$23.4 m

WealthEngine latest funding size

$6.50 m

Time since last funding

2 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



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WealthEngine Online and Social Media Presence

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WealthEngine Company Culture

  • CEO Rating



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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

WealthEngine Product Update December 2020

In one of our most impactful releases of the year, the WealthEngine 9.5 release today lays the groundwork for a new and improved technology infrastructure resulting in better performance and a quick customization of new data sources. New Security Requirement for Admins We at WealthEngine take the se…

Euromoney Acquires WealthEngine

WealthEngine has been acquired by the parent company of Wealth-X - Euromoney Institutional Investor PLC, a global B2B information business, which provides essential discovery, market intelligence and events to global and specialist markets. The post Euromoney Acquires WealthEngine appeared first on …

What We Learned From $100 Million in Software Sales to Nonprofits

Organizations must do more with fewer resources, which opens the door for software to shoulder some of these responsibilities. The post What We Learned From $100 Million in Software Sales to Nonprofits appeared first on WealthEngine.

3 Non-Obvious Trends for Nonprofit Fundraising

How can nonprofits standout and connect with ideal donors? The answer is understanding and leveraging 3 non-obvious trends and using them to your advantage. The post 3 Non-Obvious Trends for Nonprofit Fundraising appeared first on WealthEngine.

Copywriting Best Practices During COVID-19

Copywriting is an effective tool for reach and engagement. It should be consistent and cohesive allowing donors to understand your needs and initiatives. The post Copywriting Best Practices During COVID-19 appeared first on WealthEngine.

Donor Retention: What to do to Finish Out 2020

Donor retention is important and communicating with donors within 90 days of their first gift increases the probability of receiving a second one. Reaching ideal donors with a relevant message at the appropriate time will likely compel donors to renew their support. The post Donor Retention: What t…
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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 Raj Khera, PV Bóccasam and Elizabeth Schiffmann Orzechowski.

  • How many employees does WealthEngine have?

    WealthEngine has 104 employees.

  • Who are WealthEngine competitors?

    Competitors of WealthEngine include PeerStreet, Crowd 2 Fund 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.