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Fintech Integration Marketplace / Wealth Management / Analytics

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WealthEngine

WealthEngine, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Approximately four thousand clients use WealthEngine’s products and solutions for comprehensive consumer insights.

Website

https://www.wealthengine.com/

Contacts

info@wealthengine.com

https://www.facebook.com/WealthEngine

https://www.linkedin.com/company/wealthengine/

https://twitter.com/WealthEngine

Wealthengine

WealthEngine 9 (WE9) platform

Wealth Search

Wealth Screening

Prospecting Marketing

Donor & Client Analysis

Donor & Client Modeling

Wealthengine

Companies that integrate with WealthEngine, Inc.

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Dun & Bradstreet
Dun & Bradstreet
Dun & Bradstreet is a leading global provider of mission-critical data and insights to help our clients compete, grow and thrive.
#Wealth Management #Account Aggregation #Analytics #Automation #Content Management #Financial Planning #Portfolio Management #Risk Profiling #Investment Research
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
#CRM

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Wealthengine

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