Prospect research & wealth screening
WealthEngine
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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.
What it costs
Pricing is quoted and scales with seats rather than records.
| Seats | Reported |
|---|---|
| 1 user | from ~$5,000/yr |
| ~10 users | ~$15,000/yr |
| ~100 users | ~$50,000/yr |
| Implementation | ~$2,000-$20,000 one-time |
Budget the implementation line separately. It varies more than the subscription does, and it is the part that surprises people.
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
Other options
- Want a vendor that will run a sample screen? Pricing here is quote-only with nothing published, which makes a like-for-like comparison slow; DonorSearch and Kindsight both score a sample of your own donors on request. Read our DonorSearch write-up →
- Want transparent scoring? Kindsight explains how its scores are built, which matters when you have to defend a rating in a portfolio meeting. Read our Kindsight (iWave) write-up →
- Under about $1M raised? Hand-research your top 25 prospects. No screening platform pays for itself before someone owns major gifts.
Keep comparing
WealthEngine head to head
Already on WealthEngine and shopping to replace it? WealthEngine alternatives covers why shops leave, what to move to, and when staying put is the right call.
We recommend WealthEngine to shops leaving DonorSearch and iWave (Kindsight).