Products & Services
FindWealth Online - an individual look up web-based research tool to help you qualify high-net worth individuals using wealth and hard asset data. With each look-up over 35 top databases are scanned for the latest information and then compiled into a comprehensive profile. Access valuable hard asset information such as real estate, income and pension, stock ownership, business information as well as philanthropic and biographical data. Use our Dialog NewsRoom alert service to track individuals and companies. Results are immediate and saved in your history section for greater segmentation. More Information
FindWealth Screening Services - small or large batch screening delivers comprehensive, actionable wealth and affinity information for your prospects. WealthEngine's unique process, called Loop Analysis, runs your records through over 35 data sources as each new piece of information is found so no detail is missed. Once Loop Analysis is completed, we apply statistical models to calculate ratings and scoring. The result is comprehensive information that allows you to target and cultivate important relationships. More Information
Pinpoint - a directory of stock information dating back to 1986. This service, previously owned by Wealth ID (originally a division of Thomson Financial), provides a detailed breakdown of an individual’s stock holdings by transaction type. It also outlines stock options, both vested and unvested, providing maturation dates and strike prices. Search based on individual or company.
Dialog NewsRoom - a global news source. Drawing from approximately 11,000 publications, the database covers leading newspapers, business magazines, and news wires. It is comprised of abstracts and full text records from the trade, business and scholastic journals; local, regional, national and international newspapers; as well as regional business publications, industry newsletters, broadcast transcripts and corporate news releases. Dialog Alerts use push technology to drive news alerts straight to your email so you always know when your target is making news.
Products that may be added to your FindWealth Screening include:
- WebExpress - ongoing FindWealth Screening Services for financial services professionals with a regular influx of new prospects. Use WebExpress on a daily, weekly, monthly or quarterly basis.
- WebConnect - link your FindWealth Screening to FindWealth Online for quick updates.
- WebConnect for CRM - links from a specific record in your Customer Relationship Management system to FindWealth Online search results. It is a useful interface for organizations wanting to review the most up to date information on their customers and prospects.
Prospect Generator for Financial Services - Cutting edge, proprietary database of 13M individuals worth $1M+. You set the criteria based on geographic area, net worth, properties owned, stock & options, wealth indicators, etc. and download the results for instant prospecting and direct marketing opportunities. More Information
ProspectLink - With ONE click of the mouse, integrate the ratings and rankings fields of your FindWealth Online Advanced Search Results back into your donor management system. Using the WealthEngine fields within your CRM, you can then generate specialized workflows and reports to help streamline your prospecting and qualification efforts. Please contact us at 301-215-5980, option 4 or email customerservice@wealthengine.com to determine if your CRM system has this capability.
FindWealth -- UK & FindWealth Screening -- UK - products specifically designed for research in the United Kingdom. With data sources exclusive to the UK, these tools are useful for researching international clients.
Prospect Qualification Training & Support - tenured researchers provide training to you and your colleagues on how to increase the value of your research efforts. The trainings can be an effective way to educate all of your staff on the value of WealthEngine research services. These training sessions are tailored to your needs and may be conducted in-person or via online webinar.
Contact our Sales Department for details.
