Register | Login or

General Information

Websitewealthengine.com
CategoryConsulting
Phone301-215-5980
Email
Employees
Founded1991
Descriptionwealth research services firm

Offices

HQ
4339 Montgomery Avenue
Bethesda, MD, 20814
USA

Funding

Total$7.5M
Series A, 3/10
QED Investors
Novak Biddle Venture Partners
$5M
Unattributed, 1/11
Comerica Bank
$2.5M

Tags

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.

Milestones

Videos

Screenshots

WealthEngine screenshot
Above: WealthEngine Screenshot -- #1
Uploaded: 11/9/09

Sources

  1. WealthEngine Gets $5M In Venture Funding (nptimes.com) [edit]
  2. WealthEngine Secures $2.5 Million Credit Facility from Comerica Bank (wealthengine.com) [edit]
  3. Lead411 launches "Hottest DC Area Companies" awards (lead411.com) [edit]
Edit This Page
Last Edited 1/4/11

Revision History RSS Picture

Sharing

Share this page on Twitter or Facebook:
Or copy this code to embed a widget: customize ยป

External Links

CrunchBase API

Sponsors



Become a Sponsor
Terms of Service | Privacy Policy | Licensing Policy