|Description||wealth research services firm|
|Series A, 3/2010 |
Novak Biddle Venture Partners
|Venture Round, 1/2011 |
|Debt, 12/2012 ||$1.2M|
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.