WealthEngine’s Competitors, Revenue, Number of Employees, Funding, Acquisitions & News

WealthEngine is a provider of wealth intelligence solutions to nonprofit, financial and commercial organizations. Read more

327 Followers on Owler
327 Followers on Owler
327 Followers on Owler
327 Followers on Owler

WealthEngine is a provider of wealth intelligence solutions to nonprofit, financial and commercial organizations. Read more

Prashanth Boccasam's photo - CEO of WealthEngine

CEO

Prashanth Boccasam

CEO Approval Rating

87/100

Founded:

1991

Status:

PrivateIndependent Company

TOP COMPETITORS OR ALTERNATIVES

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Kindful is WealthEngine's top competitor. Kindful was founded in 2011 in Brentwood, Tennessee. Kindful competes in the Application Software field. Kindful generates $15M less revenue than WealthEngine.

Blackbaud is perceived as one of WealthEngine's biggest rivals. Blackbaud's headquarters is in Charleston, South Carolina, and was founded in 1981. Blackbaud is in the Internet Software industry. Blackbaud generates 4,542% of WealthEngine's revenue.

Salsa Labs, Inc. is one of WealthEngine's top competitors. Salsa Labs, Inc. is a Private company that was founded in Bethesda, Maryland in 2003. Salsa Labs, Inc. operates in the IT Services industry. Salsa Labs, Inc. has 121 fewer employees vs. WealthEngine.

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Growth Score - 1/1

Is 230 a good estimate for WealthEngine's Employee count?

Acquisitions

No recent acquisitions found related to WealthEngine

WealthEngine Funding History

$2M$4.5M$6.9M$12M$18.5M$19.5M

Since WealthEngine was founded in 1991, it has participated in 7 rounds of funding. In total WealthEngine has raised $19.5M. WealthEngine's last funding round was on Apr 2020 for a total of $1.0M

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Debt - PPP (CARES Act)
Apr 2020
$1M - $2M
Debt
Mar 2019
$6.5M
Series B
Apr 2014
$5.1M
Debt
Dec 2012
$1.2M
Debt
Jun 2012
$1.2M

Since WealthEngine was founded in 1991, it has participated in 7 rounds of funding. In total WealthEngine has raised $19.5M. WealthEngine's last funding round was on Apr 2020 for a total of $1.0M

Investments

No recent investments found related to WealthEngine

WealthEngine News

August 29, 2017Martech Series

WealthEngine and Arreva Software Announce Partnership to Deliver Integrated Donor Management and Fundraising Solutions

WealthEngine, the leading provider of predictive marketing, analytics, and audience development servi... See more »
December 25, 2016Predictive Analytics Today

WealthEngine

WealthEngineWealthEngine (WE) provides wealth intelligence solutions to help fundraising, marketing a... See more »
June 7, 2016Equities

WealthEngine Launches API for Real-Time Consumer Lead Scoring

BETHESDA, Md., June 8, 2016 /PRNewswire/ -- WealthEngine, the leading provider of predictive marketin... See more »
December 1, 2015SYS-CON MEDIA

New Search Tool Lets You Find Wealthy Prospects Faster

BETHESDA, Md., Dec. 1, 2015 /PRNewswire/ -- WealthEngine, the leading provider of predictive marketin... See more »
May 6, 2015WASHINGTON BUSINESS JOURNAL

With new leadership, local wealth analytics firm revs up for growth

Big changes have been afoot at WealthEngine, the Bethesda-based wealth and marketing analytics compan... See more »

WealthEngine Blogs

October 30, 2020WealthEngine Blog

CDC Foundation’s New Technology Strategy Raises Millions

As organizations continue to navigate through the COVID-19 pandemic, foundations are finding ways to ... See more »
October 22, 2020WealthEngine Blog

Being Practical About AI for Fundraisers and Marketers

How companies can utilize Artificial Intelligence in a practical way and be a huge asset to boost fun... See more »
October 20, 2020WealthEngine Blog

WealthEngine Held Its Third Annual WE Prosper Summit To Discuss The Latest Trends And Best Practices In Finding High-Potential Donors In Today’s COVID Economy

BETHESDA, MD, October 20, 2020 — WealthEngine held its third annual WE Prosper Summit, a two-day even... See more »
October 8, 2020WealthEngine Blog

Why Match Rate is Critical When Selecting a Wealth Screening Platform

This guide covers what a match rate is, how it works, why it's crucial to consider when selecting a p... See more »
October 2, 2020WealthEngine Blog

The Digital Wave and Values-based Business

Organizations are focused more than ever on values-based business and services geared toward maximizi... See more »
September 21, 2020WealthEngine Blog

How to Ensure Customer Excellence with Big Data and a Human Touch

This guide covers why you should use data analytics to guide client interactions and the best strateg... See more »
September 18, 2020WealthEngine Blog

Building Distinctive and Authentic Strategies in the Era of Data Abundance

Formulate a distinctive and successful business strategy that actually leverages data and gives you t... See more »

WealthEngine Press Releases

November 19, 2019PRWeb

PatronManager Enhances Fundraising Capabilities with Renewed WealthEngine Partnership

PatronManager's renewed partnership with WealthEngine helps clients use U.S. donor data and wealth an... See more »
October 2, 2019PRWeb

WealthEngine Assembles Industry Leaders at Second Annual WE Prosper Summit to Discuss The Latest Trends In Prospect Engagement

WealthEngine held its second annual WE Prosper Summit at The Newseum in Washington D.C. on Tuesday, O... See more »
April 17, 2019PR Newswire

WealthEngine Exceeds Financial Metrics, Launches WE Insights

BETHESDA, Md., April 17, 2019 /PRNewswire/ -- WealthEngine announced it closed the first quarter of 2... See more »
February 25, 2019PR Newswire

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 20... See more »
November 2, 2018PR Newswire

2018 WealthEngine Prosper Awards

BETHESDA, Md., Nov. 2, 2018 /PRNewswire/ -- Today, WealthEngine announced the winners of the inaugura... See more »
February 27, 2018PR Newswire

WealthEngine Announces WE Salesforce Connector on the Salesforce AppExchange, the World's Leading Enterprise Apps Marketplace

BETHESDA, Md., Feb. 27, 2018 /PRNewswire/ -- WealthEngine today announced it has launched WE Connecto... See more »
January 25, 2018PR Newswire

EveryAction Launches Integrated WealthEngine Data and Insights

BETHESDA, Md., Jan. 25, 2018 /PRNewswire/ -- WealthEngine (WE), the leading provider of predictive ma... See more »

WealthEngine Videos

July 1, 2019WealthEngine Youtube Channel

"WE9 Segment with Precision" on YOUTUBE

July 1, 2019WealthEngine Youtube Channel

"WE9 Identify Prime Targets" on YOUTUBE

August 6, 2018WealthEngine Youtube Channel

"WealthEngine for Salesforce" on YOUTUBE

April 6, 2018WealthEngine Youtube Channel

"National Aquarium & WealthEngine" on YOUTUBE

November 30, 2017WealthEngine Youtube Channel

"WealthEngine & Suntrust - Dreamforce 2017" on YOUTUBE

March 31, 2017WealthEngine Youtube Channel

"WE Overview: Commercial" on YOUTUBE

March 31, 2017WealthEngine Youtube Channel

"WE Overview: Nonprofit" on YOUTUBE

Social Media

Headquarters

4340 East West Highway Suite 900

Bethesda, Maryland20814

1-301-215-5980

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Summary

ABOUT

Overview

WealthEngine is a provider of wealth intelligence solutions to nonprofit, financial and commercial organizations. WealthEngine was founded in 1991. WealthEngine's headquarters is located in Bethesda, Maryland, USA 20814. It has raised 19.5M in 7 round...

CEO

WealthEngine's CEO, Prashanth Boccasam, currently has an approval rating of 87%. WealthEngine's primary competitors are Kindful, Blackbaud & Salsa Labs, Inc..

Website

wealthengine.com

Frequently Asked Questions about WealthEngine

  1. When was WealthEngine founded?

    WealthEngine was founded in 1991
  2. Who is WealthEngine's CEO?

    WealthEngine's CEO is Prashanth Boccasam
  3. How much revenue does WealthEngine generate?

    WealthEngine generates $20M in revenue
  4. How much funding does WealthEngine have?

    WealthEngine has historically raised $19.5M in funding
  1. Where is WealthEngine's headquarters?

    WealthEngine's headquarters is in Bethesda Maryland, USA
  2. How many employees does WealthEngine have?

    WealthEngine has 230 employees
  3. What sector does WealthEngine operate in?

    WealthEngine is in Business Support Services, Business Information Research
  4. Who are WealthEngine's competitors?

    WealthEngine's top competitors are Kindful, Blackbaud, Salsa Labs, Inc.