WealthEngine B2B Case Studies & Customer Successes

WealthEngine is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Recently named a Cool Vendor in Data-Driven Marketing by Gartner, marketers and fundraisers use WealthEngine's comprehensive insights to understand what drives consumer decisions and when best to engage them. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom.

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WealthEngine B2B Case Studies & Customer Successes

Case Studies

Animal Humane Society doubles major gifts and grows planned giving with WealthEngine

Arena Stage achieves a 20%+ increase in individual giving and 10x ROI with WealthEngine

Barnabas Health Care System achieves targeted, efficient grateful‑patient fundraising (cuts monthly pool from 9,000+ to 100–150) with WealthEngine

Buccellati expands U.S. ultra‑high‑net‑worth reach with WealthEngine

Butterfield & Robinson achieves personalized customer engagement and faster lead qualification with WealthEngine

Eastern Maine Healthcare System Foundation achieves improved donor targeting and major-gift cultivation with WealthEngine

Global Luxury Brand Retailing Company achieves 30% more $1M+ prospect identification with WealthEngine

High-End, Fine Jewelry Company achieves 3.4x ROI and $281K+ revenue in 60 days with WealthEngine

Le Moyne College achieves major gift growth and improved fundraising ROI with WealthEngine

Loyola University Health System achieves 24% more gifts and 30% higher average gift size with WealthEngine

Northwestern University achieves scalable prospect identification and major-gift growth with WealthEngine

Quintess Collection achieves 100,000 qualified prospects and stronger direct-mail response with WealthEngine

Ronald McDonald House Charities achieves $24M in capital campaign momentum and identifies 147 high‑potential prospects with WealthEngine

Saint Mary's College achieves identification of 124 new prospects and streamlines fundraising with WealthEngine

The Leading Hotels of the World achieves concierge marketing and high-value prospecting with WealthEngine

University of Pennsylvania achieves major-gift prospect growth and $600M in campaign commitments with WealthEngine

University of the Sciences achieves higher fundraising ROI and stronger alumni engagement with WealthEngine

William Paterson University achieves stronger alumni engagement and enhanced prospect research with WealthEngine

Yale–New Haven Hospital achieves nearly 300% growth in major gifts with WealthEngine

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