Prospect research & wealth screening
WealthEngine
WealthEngine is wealth-screening software focused on wealth-indicator modeling: fast capacity estimates across large lists, built from assets, real estate, and market data. Pricing is quoted per organization; reported figures start around $5,000 a year plus implementation. Its lane is scale, sorting a big file quickly by estimated capacity.
Who it fits
Organizations with large donor files and a segmentation problem: tens of thousands of records that need sorting into “worth a gift officer’s time” and “keep in the newsletter.” That first-pass capacity cut is what WealthEngine is built for, and it does it fast.
Pricing
| Item (reported) | Approx. price |
|---|---|
| Single-seat subscription | ~$5,000/yr |
| ~10 seats | ~$15,000/yr |
| Implementation | ~$2,000-$20,000 one-time |
Plans are quoted; the demo conversation will price your file size and seat count. Budget for implementation, not just the subscription.
How it compares
Kindsight and DonorSearch rate higher with users, largely because they blend more philanthropic history into their scores. Capacity modeling alone can flag people who could give but likely won’t, so plan to read WealthEngine’s output next to real giving behavior. For pure large-list speed, it competes well.
Bottom line
Shortlist it for scale. The useful demo test is the same across the category: bring a sample of donors whose capacity you already know and watch each tool score them. If WealthEngine’s model matches reality on people you can verify, its speed on the other fifty thousand records is the payoff.
Strengths
- Strong wealth-indicator modeling and fast capacity estimates
- Built for large-list screening and broad segmentation
- Prebuilt profiles speed up individual look-ups
Limitations
- No public pricing; reported figures start around $5,000/yr plus implementation
- Weighted toward wealth signals; pair with giving-history data before acting
- Trails Kindsight and DonorSearch in review-site satisfaction