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.

1st Global achieves a 2.5x increase in campaign response rate with WealthEngine

1st Global

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

Animal Humane Society

Debra Behrens

Director of Donor Relations

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

Arena Stage

St. Germain-Gordon

Chief Development Officer

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

Barnabas Health Care System

Laura R. Tenenbaum

Director of Planned Giving and Program Development

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

Buccellati

Alberto Milani

Chief Executive Officer

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

Butterfield and Robinson

Norman Howe

President

Case Western Reserve University achieves seven-figure donor gifts with WealthEngine

Case Western Reserve University

Center Theatre Group achieves a 36% increase in donations with WealthEngine

Center Theatre Group

Colorado State University identifies $1M+ major gift prospects with WealthEngine

Colorado State University

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

Eastern Maine Healthcare System Foundation

Marianne Grifasi-Miller

Senior Information Systems Technologist

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

Global Luxury Brand Retailing Company

High-end Jewelry Retailer achieves 3.4x ROI on direct mail campaigns with WealthEngine

High-end Jewelry Retailer

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

High-End, Fine Jewelry Company

Houston Grand Opera achieves 2,766% ROI on prospect research with WealthEngine

Houston Grand Opera

an investment advisory company strengthens prospect relationships with WealthEngine

Investment Advisory Company

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

Le Moyne College

Deborah Reinhardt Youmans

Director for Advancement Research

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

Loyola University Health System

Tony Englert

Vice President Development & External Affairs

Luxury Destination Club identifies 100,000 qualified prospects with WealthEngine

Luxury Destination Club

M&T Bank prequalifies leads and maps warm introductions with WealthEngine

M&T Bank

MedStar Health more than doubles annual fundraising with WealthEngine

MedStar Health

Mission Health Raises $16.2M with WealthEngine

Mission Health

Northwestern University quadruples its Parent Fund with WealthEngine

Northwestern University

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

Northwestern University

Jennifer Fry

Director of Development Research and Prospect Management

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

Quintess Collection

Ted Curtis

Senior Vice President of Sales

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

Ronald McDonald House Charities

Lisa Mitchell

Director of Capital Campaign

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

Saint Mary's College

Joni Warner

Director of Research for Development

St. Vincent’s Hospital Foundation achieves 62% increase in major gifts with WealthEngine

St. Vincent’s Foundation

The Humane Society doubles major gifts with WealthEngine

The Humane Society of the United States

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

The Leading Hotels of The World

Benjamin Collier

Senior Director for Brand Marketing

Turning Point Ministries Doubles Mid-Level Revenue with WealthEngine

Turning Point Ministries

University of Pennsylvania identifies 40,000 major donors with WealthEngine

University of Pennsylvania

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

University of Pennsylvania

Bob Baer

Senior Director of Business Analytics

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

University of the Sciences

Carrie Collins

Vice President of Institutional Advancement

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

William Paterson University

Lynn Lazar

Director of Prospect Research and Research Management

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

Yale New Haven Hospital

Qaya Thompson

Development Researcher

Young Life identifies major donor prospects with WealthEngine

Young Life

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