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WealthEngine Reviews in July 2025: User Ratings, Pros & Cons

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4.2

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WealthEngine Reviews & Ratings

4.2

Very Good

Based on 68 ratings & 98 reviews

Rating Distribution

Excellent

(62)

Very Good

(22)

Good

(7)

Poor

(3)

Terible

(4)

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Showing 91-98 out of 98

ES

Executive Sponsor in Higher Education

10/18/16

4 out of 5

"Great Product"

What do you like best? This product is easy to use. HelpDesk and training staff are very helpful to both teach and answer questions.

AU

Anonymous User

10/18/16

4 out of 5

"Great Product"

What do you like best about WealthEngine? This product is easy to use. HelpDesk and training staff are very helpful to both teach and answer questions. What do you dislike about WealthEngine?

AU

Anonymous User

07/09/16

5 out of 5

"Best prospect research tool"

What do you like best about WealthEngine? It is incredibly easy to find what you are looking for - wealth capacity, propensity to give, bequests, etc. What do you dislike about WealthEngine?

AI

Administrator in Performing Arts

07/09/16

5 out of 5

"Best prospect research tool"

What do you like best? It is incredibly easy to find what you are looking for - wealth capacity, propensity to give, bequests, etc.

AU

Anonymous User

07/09/16

5 out of 5

"Best prospect research tool"

What do you like best about WealthEngine? It is incredibly easy to find what you are looking for - wealth capacity, propensity to give, bequests, etc. What do you dislike about WealthEngine?

AI

Administrator in Performing Arts

07/09/16

5 out of 5

"Best prospect research tool"

What do you like best? It is incredibly easy to find what you are looking for - wealth capacity, propensity to give, bequests, etc.

LV

Lucas V

03/29/16

5 out of 5

"Best App on the market for comprehensive wealth information and salesforce integration. "

What do you like best about WealthEngine? First off I love the fact that Wealth Engine continues to innovate their product. Every year since we have had wealth Engine they have added some type of new service. The support and sales people are wonderful to talk with and very helpful. They are by far and wide the best ones doing what they do with their their integration with salesforce.

LV

Lucas V

03/29/16

5 out of 5

"Best App on the market for comprehensive wealth information and salesforce integration. "

What do you like best about WealthEngine? First off I love the fact that Wealth Engine continues to innovate their product. Every year since we have had wealth Engine they have added some type of new service. The support and sales people are wonderful to talk with and very helpful. They are by far and wide the best ones doing what they do with their their integration with salesforce.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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