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General Information

Websitewealthengine.com
Blogwealthengine.com/...
Twitter@WealthEngine
CategoryAnalytics/Big Data
Phone301-215-5980
Emailinfo@wealthengine...
Employees
Founded1991
Descriptionwealth research services firm

Offices

HQ
4339 Montgomery Avenue
Bethesda, MD, 20814
USA

People

CEO & Board Member
CMO
Chief Financial Officer
Vice President of Analytics
Board Member
Board Member
Board Member
Board Member
Show All People

Acquisitions

BrightContext, 4/2014

Funding

TOTAL $7.5M
FUNDING TOTAL $7.5M
Series A, 3/2010
QED Investors
Novak Biddle Venture Partners
$5M
Venture Round, 1/2011
Comerica Bank
$2.5M
DEBT TOTAL $1.2M
Debt, 12/2012
$1.2M

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.

Recent Milestones

Videos

Screenshots

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

Sources

  1. BrightContext Acquired By WealthEngine To Bring Big Data To Marketers (techcrunch.com) [edit]
  2. WealthEngine Gets $5M In Venture Funding (nptimes.com) [edit]
  3. WealthEngine Secures $2.5 Million Credit Facility from Comerica Bank (wealthengine.com) [edit]
  4. SEC (sec.gov) [edit]
  5. Lead411 launches "Hottest DC Area Companies" awards (lead411.com) [edit]
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Last Edited 4/16/14

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