Search company, investor...
WealthEngine company logo

WealthEngine

wealthengine.com

Founded Year

1991

Stage

Acquired | Acquired

Total Raised

$29.9M

Valuation

$0000 

Revenue

$0000 

About WealthEngine

WealthEngine is a provider of wealth intelligence and marketing services to nonprofit, luxury goods, retail, and financial organizations. The company offers a data-driven approach to analytics, prospecting, and marketing. On December 8, 2020 WealthEngine was acquired by Euromoney.5M.

Headquarters Location

4340 East West Highway Suite 900

Bethesda, Maryland, 20814,

United States

301-215-5980

Missing: WealthEngine's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: WealthEngine's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

Expert Collections containing WealthEngine

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

WealthEngine is included in 1 Expert Collection, including Fintech.

F

Fintech

7,756 items

US-based companies

Latest WealthEngine News

Launchpad Joins Forces With Altrata to Transform Data Intelligence on the Wealthy and Influential

Dec 13, 2022

On Dec 13, 2022 Launchpad Technologies Inc., a trailblazing provider of enterprise integration software and post-configuration support services, is proud to announce that it has partnered with Altrata, a global leader in data intelligence on the wealthy and influential. By seamlessly integrating Altrata’s WealthEngine and Wealth-X databases with the cloud-hosted and fully managed Paasport by Launchpad platform, the partnership enables organizations of all sizes to automate their applications, data, and workflows while leveraging data intelligence that elevates their campaigns, expands audiences, decreases acquisition costs, increases revenue, and mitigates risk. “We are delighted to partner with Altrata to make automation easier and more rewarding for its business, nonprofit and public-sector customers around the world,” said Launchpad Founder and Principal Bruce Qi. “Our Partner Program is designed to create greater outcomes by combining the best of what both parties bring to the table, and in this case, that means leveraging the world’s largest collection of records on wealthy individuals more efficiently.” Automating organizations’ siloed apps and data gives them a significant advantage, especially with Paasport being fully scalable and managed 24/7. At the same time, Paasport’s enterprise service bus (ESB) architecture is purpose-built to efficiently integrate Altrata’s databases, and works seamlessly with all major software-as-a-service (SaaS) apps, including: Sales & Marketing: Shopify, Salesforce, Amazon, Ebay, Etsy Finance: QuickBooks Online, Sage Intacct, Oracle NetSuite, Xero “Powered by a global team of more than 400 researchers and data specialists who are committed to maintaining millions of profiles and changing data points, our uniquely comprehensive solutions provide intelligence on the people who are most impactful to our clients’ success” said Altrata Chief Innovation Officer Keya Hammond. “Through our partnership with Launchpad, customers can leverage automation and integration to increase time-to-value and accelerate their workflows to drive tangible business outcomes.” Before Launchpad’s founding, only enterprise-level and Fortune 500 companies could afford costly integration and automation platforms. Now, organizations of all sizes around the world can seamlessly connect and manage enterprise automation and data integration by leveraging both the Paasport platform and post-configuration services that go above and beyond by providing long-tail support as part of clients’ subscriptions. Write in to  psen@itechseries.com to learn more about our exclusive editorial packages and programs.

WealthEngine Frequently Asked Questions (FAQ)

  • When was WealthEngine founded?

    WealthEngine was founded in 1991.

  • Where is WealthEngine's headquarters?

    WealthEngine's headquarters is located at 4340 East West Highway, Bethesda.

  • What is WealthEngine's latest funding round?

    WealthEngine's latest funding round is Acquired.

  • How much did WealthEngine raise?

    WealthEngine raised a total of $29.9M.

  • Who are the investors of WealthEngine?

    Investors of WealthEngine include Delinian, Paycheck Protection Program, Canadian Imperial Bank of Commerce, Eastward Capital Partners, Novak Biddle Venture Partners and 9 more.

  • Who are WealthEngine's competitors?

    Competitors of WealthEngine include Relationship Science and 4 more.

Compare WealthEngine to Competitors

Claritas Logo
Claritas

Claritas is a provider of consumer segmentation analysis for marketers. Claritas' proprietary segmentation algorithm and differentiated access to data sources provide insights to businesses regarding their marketplace and consumers. Through Claritas' core product, PRIZM Premier Segmentation, clients are able to better understand where their consumers live, work, play, and shop for more effective and efficient marketing.

Aidentified Logo
Aidentified

Aidentified is a relationship intelligence platform using real-time wealth and management change events, relationship mapping and professional and consumer profiles to help engage with top prospects.

P
Plutometry

Plutometry, fka Plutopian Corporation, is developing a new cooperative data platform to power the next generation of marketing analytics for the retail financial industry.

IntroHive Logo
IntroHive

Introhive is a relationship analytics platform. By analyzing the connections in a company, IntroHive creates an enterprise-wide view of relationships with customers and prospects. Customers use IntroHive to improve sales and marketing for reps, managers, and executives. IntroHive was founded in 2012 and is based in Fredericton, New Brunswick.

Equilar Logo
Equilar

Equilar collects and analyzes data in order to provide benchmarks for executive and director compensation. Its award-winning suite of online databases, search tools, and custom research enabless, human resources consulting firms, law firms, investors, individual executives, and the media to accurately compare pay packages across thousands of public companies.

Affinity Logo
Affinity

Affinity provides technology that structures and analyzes data points across emails, calendars, and third-party sources to give tools to companies in the financial services, real estate and technology industries.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.