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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 81-90 out of 98

AU

Anonymous User

01/04/17

4 out of 5

"Donor Prospecting "

What do you like best about WealthEngine? Provides at your fingertips (keyboard) information on your donor pool to provide better prospecting opportunities from your donor pool.

UI

User in Higher Education

01/04/17

4 out of 5

"Donor Prospecting "

What do you like best? Provides at your fingertips (keyboard) information on your donor pool to provide better prospecting opportunities from your donor pool.

UI

User in Publishing

11/29/16

3.5 out of 5

"Identify Good Prospects in Your Donor Pool"

What do you like best? WealthEngine provides clear and simple wealth ratings for our prospects. In addition to that, they offer other innovative products like real-time prospect modeling which allow you to get to know your donors in a different way.

UI

User in Education Management

11/29/16

2.5 out of 5

"Not much better or worse than competitors"

What do you like best? It is really a means of streamlining the research process. All of the information is publically available through basic google and local property record searches. That said, it does the job fine.

AU

Anonymous User

11/29/16

3.5 out of 5

"Identify Good Prospects in Your Donor Pool"

What do you like best about WealthEngine? WealthEngine provides clear and simple wealth ratings for our prospects. In addition to that, they offer other innovative products like real-time prospect modeling which allow you to get to know your donors in a different way.

AU

Anonymous User

11/29/16

2.5 out of 5

"Not much better or worse than competitors"

What do you like best about WealthEngine? It is really a means of streamlining the research process. All of the information is publically available through basic google and local property record searches. That said, it does the job fine.

AU

Anonymous User

11/28/16

3.5 out of 5

"Good product but data organization and verification could be better"

What do you like best about WealthEngine? I like that all the data for an individual can be seen on one page. Most data is good but all of it needs to be verified as some data changes quite rapidly especially for large donors.

UI

User in Religious Institutions

11/28/16

3.5 out of 5

"Good product but data organization and verification could be better"

What do you like best? I like that all the data for an individual can be seen on one page. Most data is good but all of it needs to be verified as some data changes quite rapidly especially for large donors.

AI

Administrator in Research

10/19/16

4 out of 5

"WealthEngine: simple wealth management, connected to Salesforce"

What do you like best? WealthEngine offers a great wealth database. Its simple Salesforce integration helps us target our email campaigns, track campaign influence, and even plan personal outreach. Would recommend.

AU

Anonymous User

10/19/16

4 out of 5

"WealthEngine: simple wealth management, connected to Salesforce"

What do you like best about WealthEngine? WealthEngine offers a great wealth database. Its simple Salesforce integration helps us target our email campaigns, track campaign influence, and even plan personal outreach. Would recommend.

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

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