Overview

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Acquisitions
1 Acquisition
Total Equity Funding
$12.6M in 4 Rounds from 7 Investors
Headquarters:
Bethesda, MD
Description:
WealthEngine provides wealth intelligence and prospect research for nonprofit organizations and financial services companies.
Categories:
Non Profit, Financial Services, Analytics
Website:
http://www.wealthengine.com
Social:

Company Details

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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.

Funding Rounds (5) - $13.8M

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DateAmount / RoundValuationLead InvestorInvestors
May, 2014$5.1M / Series B4
Dec, 2012$1.2M / Debt Financing0
Apr, 2012undisclosed amount / Seed1
Jan, 2011$2.5M / Venture1
Mar, 2010$5M / Series A2

Acquisitions (1)

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DateAcquiredAmount
Apr 16, 2014Unknown

Current Team (7)

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Offices/Locations (1)

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  • Headquarters

    4339 Montgomery Avenue

    Bethesda, MD 20814

    USA

Past Event Appearances (1)

Images (2)

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