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WealthEngine - New SaaS Software

WealthEngine Reviews in July 2026: User Ratings, Pros & Cons

Elevate your growth with predictive lead scoring.

4.2

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WealthEngine offers custom pricing plan

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WealthEngine Reviews & Ratings

4.2

Very Good

Based on 68 ratings & 98 reviews

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Rating Distribution

Excellent

(62)

Very Good

(22)

Good

(7)

Poor

(3)

Terrible

(4)

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.

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Showing 51-60 out of 98

AU

Anonymous User

01/25/19

5 out of 5

"WealthEngine is One-Stop Shop for Assessing Giving Capacity"

What do you like best about WealthEngine? 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.

UI

User in Non-Profit Organization Management

01/24/19

5 out of 5

"Wealth Engine review"

What do you like best? I liked best that my data came back ready to import directly into Raiser's Edge. It imported very smoothly.

AU

Anonymous User

01/24/19

5 out of 5

"Wealth Engine provides tools for success"

What do you like best about WealthEngine? Ease of use/navigation, cleanliness of interface, overall quality of data and information, ability to analyze and compare our data with that of the industry, responsiveness of staff and customer service!

UI

User in Non-Profit Organization Management

01/24/19

5 out of 5

"Great source for donor information"

What do you like best? I can verify spouse names and mailing addresses What do you dislike?

AU

Anonymous User

01/24/19

5 out of 5

"Great source for donor information"

What do you like best about WealthEngine? I can verify spouse names and mailing addresses What do you dislike about WealthEngine?

JL

Jose L

01/24/19

5 out of 5

"Wealth Engine has revolutionized the way we fundraise"

What do you like best about WealthEngine? Wealth Engine provides easy to understand metrics and scores, it has an ease of use unmatched by its competitors, and the Salesforce integration is seamless and an incredible time saver. Additionally, there always seems to be a webinar for training or growing in the skill of searching for the right things to find the right people.

AU

Anonymous User

01/24/19

5 out of 5

"Wealth Engine review"

What do you like best about WealthEngine? I liked best that my data came back ready to import directly into Raiser's Edge. It imported very smoothly. What do you dislike about WealthEngine?

UI

User in Performing Arts

01/24/19

5 out of 5

"Wealth Engine provides tools for success"

What do you like best? Ease of use/navigation, cleanliness of interface, overall quality of data and information, ability to analyze and compare our data with that of the industry, responsiveness of staff and customer service!

UI

User in Arts and Crafts

01/23/19

5 out of 5

"Silence the noise and get FOCUSED on top prospects"

What do you like best? Look, this product isn't going to spoonfeed you donors who are going to drop a 6-figure donation on you tomorrow. What it will do is help you silence the noise and get focused on your top prospects. It's not perfect, but it's a million times better than winging it.

AW

April W

01/23/19

4 out of 5

"I would recommend Wealth Engine"

What do you like best about WealthEngine? My favorite part of Wealth Engine is the ability to perform unlimited one-off searches. What do you dislike about WealthEngine?

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