WEALTHENGINE

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.
WEALTHENGINE
Industry:
Analytics Financial Services Non Profit
Founded:
1991-01-01
Address:
Bethesda, Maryland, United States
Country:
United States
Website Url:
http://www.wealthengine.com
Total Employee:
51+
Status:
Active
Contact:
(844) 392-6827
Total Funding:
22.2 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress
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Current Advisors List
Board_member
Board_member
Board_member
Board_member
Board_member
Board_member
2012-01-01
Board_member
Current Employees Featured
Patrick R. Bischoff Senior Vice President, Professional Services @ WealthEngine
Senior Vice President, Professional Services
Elizabeth Schiffmann Orzechowski VP of Product Management @ WealthEngine
VP of Product Management
2017-02-01
BOB LATCHFORD CFO @ WealthEngine
CFO
Raj Khera EVP & CHIEF MARKETING OFFICER @ WealthEngine
EVP & CHIEF MARKETING OFFICER
Prashanth PV Boccasam Chief Executive Officer / Board Of Director @ WealthEngine
Chief Executive Officer / Board Of Director
2018-03-01
Elizabeth Schiffmann Orzechowski Director of Customer Care @ WealthEngine
Director of Customer Care
Founder
Acquisitions List
Date | Company | Article | Price |
---|---|---|---|
2014-04-16 | BrightContext | BrightContext acquired by WealthEngine | N/A |
Investors List
Signatures Capital
Signatures Capital investment in Debt Financing - WealthEngine
Novak Biddle Venture Partners
Novak Biddle Venture Partners investment in Debt Financing - WealthEngine
CIBC Bank
CIBC Bank investment in Debt Financing - WealthEngine
Streamlined Ventures
Streamlined Ventures investment in Debt Financing - WealthEngine
Streamlined Ventures
Streamlined Ventures investment in Series B - WealthEngine
Signatures Capital
Signatures Capital investment in Series B - WealthEngine
Novak Biddle Venture Partners
Novak Biddle Venture Partners investment in Series B - WealthEngine
SGH CAPITAL
SGH CAPITAL investment in Series B - WealthEngine
HKB Capital
HKB Capital investment in Series B - WealthEngine
Comerica Incorporated
Comerica Incorporated investment in Venture Round - WealthEngine
Newest Events participated




Official Site Inspections
http://www.wealthengine.com Semrush global rank: 940.89 K Semrush visits lastest month: 38.01 K
- Host name: 141.193.213.20
- IP address: 141.193.213.20
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago

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