WealthEngine Reviews in July 2026: User Ratings, Pros & Cons
Elevate your growth with predictive lead scoring.
Add to compare
WealthEngine offers custom pricing plan
WealthEngine Reviews & Ratings
Are you using WealthEngine?
WealthEngine pros and cons
Reviewers value how quickly it returns donor giving-capacity and wealth-screening results.
The data is praised as thorough, aggregating sources others miss, including family connections.
Users describe it as easy to use, even for staff with little training.
Salesforce and CRM integrations like Raiser's Edge are highlighted as time-savers.
Some reviewers note that giving-capacity estimates may not be perfectly accurate.
A few mention occasional issues with search limits and CRM interface re-runs.
Filter results
Sort by :
Showing 41-50 out of 98
AU
Anonymous User
03/19/19
"An expansive resource providing company for non-profits"
What do you like best about WealthEngine? The customer service paired with easy to use/understand products have been by favorite aspect of working with Wealth Engine as our company has looked to improve our fundraising efforts.
TA
Taylor A
02/27/19
"Effeicent and Effective"
What do you like best about WealthEngine? The data base is full of useful information that would take me otherwise hours to find on a donor, done in seconds. Mass scoring is also incredibly useful, and the SalesForce integration is easy to use.
CE
Chase E
02/22/19
"Recommend WE for Nonprofit Development"
What do you like best about WealthEngine? I particularly like the ease of individual search and the ability to find people who might be second degree connections of our nonprofit's constituents. The breakdown of a person's family foundations, Guidestar affiliations, and real estate have been especially helpful to me. I'm especially a fan of using nonprofit and organization search. Often there is a company that would be beneficial to have a connection with, but I don't know where to start or ...
Read more
UI
User in Environmental Services
02/14/19
"After three years, looking for an alternative"
What do you like best? While it integrates with Salesforce, it is clunky and not "seamless" as described and touted. While price has been somewhat reasonable, we were just informed of a jump from @$3700/yr to $5,000/yr with no discernable improvements.
AU
Anonymous User
02/14/19
"After three years, looking for an alternative"
What do you like best about WealthEngine? While it integrates with Salesforce, it is clunky and not "seamless" as described and touted. While price has been somewhat reasonable, we were just informed of a jump from @$3700/yr to $5,000/yr with no discernable improvements.
SA
Saniya A
02/11/19
"Great Product"
What do you like best about WealthEngine? Ease of use and pulling reports within a short period of time that are reliable What do you dislike about WealthEngine?
JS
Julie S
02/05/19
"Review of WE"
What do you like best about WealthEngine? The ease of navigation and accuracy of information What do you dislike about WealthEngine?
WT
William T
02/01/19
"I have been using WE for over 10 years. It is a very good aggregator of information."
What do you like best about WealthEngine? Their screening service helps in providing a rank-order list of prospects. While their giving capacities may be not be perfectly accurate, they do provide a starting point for further research.
PS
Phyllis S
01/29/19
"One of the most comprehensive prospect research tools"
What do you like best about WealthEngine? The way the information is gathered and presented is very helpful in my position. What do you dislike about WealthEngine?
UI
User in Primary/Secondary Education
01/25/19
"WealthEngine is One-Stop Shop for Assessing Giving Capacity"
What do you like best? WealthEngine is critical for obtaining a reasonable understanding of an individual's capacity to give based on numerous factors, mostly highlighted in the full profile option.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].