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. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, please visit http://www.wealthengine.com
Location: United States, Maryland, Bethesda
Employees: 51-200
Total raised: $13.5M
Founded date: 1991
Investors 6
| Date | Name | Website |
| - | Streamline... | streamline... |
| - | RONA Holdi... | ronaholdin... |
| - | QED Invest... | qedinvesto... |
| - | SGH Capita... | sghcapital... |
| - | Bull City ... | bcvp.com |
| - | Novak Bidd... | novakbiddl... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 05.03.2019 | - | $6.5M | - |
| 07.05.2014 | Series B | $7M | - |
Mentions in press and media 12
| Date | Title | Description |
| 24.07.2024 | New Altrata Report Finds Growth in the Ultra Wealthy Population Globally | Their collective wealth now totals an immense $49trn — more than the combined GDP of the US and Chinese economies. NEW YORK, July 24, 2024 /PRNewswire/ -- Today Altrata, a leader in people intelligence, releases its latest report World Ultr... |
| 12.06.2024 | Altrata Report Reveals $31 Trillion in Generational Wealth Transfers by 2033 | More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years. Gen X as the primary beneficiaries. NEW YORK, June 12, 2024 /PRNewswire/ -- Today Altrata, a leader in people intelligence, releases Family ... |
| 10.05.2022 | Planning a Successful Fundraising Event – The Updated Guide for Businesses | It’s a milestone when a business decides to hold a fundraising event to support a cause it resonates with. A special event will draw attention to the cause and the organisation planning it and allow prospective attendees to learn more about... |
| 10.03.2022 | Wealth-X Report Reveals New Insights into Wealthy Crypto Investors | Crypto Investment and the Wealthy explores the similarities and differences of three wealthy populations including their source of wealth. As crypto moves towards the mainstream, it is gradually gaining popularity among wealthy individuals ... |
| 06.03.2019 | Bethesda-Based Predictive Marketing Company WealthEngine Raises $6.5 Million | WealthEngine (WE), a Bethesda, Maryland-based predictive marketing, analytics, and audience development service, announced it went into a credit financing agreement for $6.5 million in growth capital from CIBC Innovation Banking. And Wealth... |
| 05.03.2019 | WealthEngine Receives $6.5M in Credit Financing | WealthEngine, a Bethesda, Maryland-based provider of predictive marketing, analytics and audience development services, received $6.5m in credit financing. CIBC Innovation Banking provided the financing. The company intends to use the funds... |
| 04.03.2019 | WealthEngine Secures $6.5M from CIBC | WealthEngine (WE), the leading provider of predictive marketing, analytics and audience development services, announced it has entered into a credit financing agreement for $6.5 million in growth capital from CIBC Innovation Banking. With t... |
| 17.11.2017 | You're not rich until you have $100 million, says rich people | Sergi Alexander/Getty Images for Haute Living "They call it a hundy." Advertisement Most people have a "happiness number" - the amount of money they need to afford the lifestyle they want and not worry about money. For t... |
| 07.05.2014 | WealthEngine Raises $7 Million to Grow Big Data Analysis | WealthEngine has been having a very busy month, closing a $7 million round of funding this week. The Bethesda-based research services firm for non-profits and luxury brands made the announcement just a few weeks after buying big data analyt... |
| 05.05.2014 | WealthEngine Secures $7M Series B Funding | BETHESDA, MD, Leading provider of marketing intelligence and real-time prospecting solutions, today announced a new round of venture capital funding. >> Click here for more funding data on WealthEngine >> To export WealthEng... |
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