WealthEngine
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Organization
Contact Information
Overview
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.
About
Industries
Financial Services, Analytics, Non Profit
Founded
1991
Employees
51-100
Headquarters locations
United States, North America
Social
N/A
Profile Resume
WealthEngine headquartered in United States, North America, operates in the Financial Services, Analytics, Non Profit sector. The company focuses on Financial Services and has secured $1.3B in funding across 60 round(s). With a team of 51-100 employees, WealthEngine is actively contributing to advancements in Financial Services. Their latest funding round, Series A - WealthEngine, raised $5.0M. Discover more about their projects, partnerships, and impact on our platform.
Funding Rounds
Funding rounds
5
Investors
2
Lead Investors
0
Total Funding Amount
$22.2M
Details
2
WealthEngine has raised a total of $22.2M in funding over 2 rounds.
| Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
|---|---|---|---|---|
| 2014 | Early Stage Venture | 7.0M | ||
| 2010 | Early Stage Venture | 5.0M |
Investors
WealthEngine is funded by 13 investors.
| Investor Name | Lead Investor | Funding Round | Partners |
|---|---|---|---|
| CIBC Bank | - | FUNDING ROUND - CIBC Bank | 6.5M |
| SGH CAPITAL | - | FUNDING ROUND - SGH CAPITAL | 7.0M |
| WealthEngine | - | FUNDING ROUND - WealthEngine | 7.0M |
| HKB Capital | - | FUNDING ROUND - HKB Capital | 7.0M |
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