WealthEngine

company

About

WealthEngine provides wealth intelligence and prospect research for nonprofit organizations and financial services companies.

  • 51 - 100

Details

Last Funding Type
Series B
Last Funding Money Raised
$7M
Industries
Analytics,Financial Services,Non Profit
Founded date
Jan 1, 1991
Number Of Employee
51 - 100
Operating Status
Active

WealthEngine.com is the leading wealth research services firm for nonprofit organizations and financial services companies. Recognizing the value of wealth indicators and identifying links to prospects, WealthEngine gathers information to assist wealth managers, marketers and development professionals to create strategies for up-selling, cross-selling or fundraising.

Headquartered in Bethesda, MD, WealthEngine offers sophisticated analytics, offering cutting-edge wealth identification products and services. Thousands of financial service providers and prospect researchers depend on our data mining expertise and sophisticated ratings.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
1
$7M
WealthEngine has raised a total of $7M in funding over 2 rounds. Their latest funding was raised on May 5, 2014 from a Series B round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
May 5, 2014 Series B $7M 1 Detail

Investors

Number of Lead Investors
Number of Investors
1
WealthEngine is funded by 1 investors. HKB Capital are the most recent investors.
Investor Name Lead Investor Funding Round
HKB Capital Series B