WealthEngine Innovation Network
WealthEngine has cultivated an ecosystem of trusted partners to add value for our clients.
Never before has it been so easy to integrate Wealth Insights into your existing systems and workflows.
Partners
Partners
Technology partner
Abila serves strategic leaders and managers in dynamic nonprofit organizations and government agencies through high-value solutions. Organizations trust Abila to simplify and streamline processes in order to perform their best work and focus on delivering their unique mission. For Abila, it’s personal and backed by a team with more than 30 years of experience dedicated to helping organizations achieve their vision.
Consultant partner
Advancement Partners, Inc. specializes in institutional advancement consulting and capital campaign management for Catholic secondary education, with over 20 years of experience and half a billion dollars raised for more than 150 Catholic high schools. Through a proven and unique formula, Advancement Partners works in a collaborative partnership with the client’s school and advancement team to maximize results and provide the tools needed to continue an effective advancement program years into the future.
Technology partner
Agilon’s ONE donor management system gives you a complete view of your donors including gifts, prospect records, relationships, gift club recognition, event participation, memberships, scholarships and endowments, and capital campaign involvement. The integrated online community allows you to connect and engage your constituents while ensuring your database records are always up-to-date. Smartphone access enables you to view and update information right on your mobile phone.
Technology partner
Allegiance Group helps you grow your supporter file, increase giving loyalty, elevate your brand experiences and enhance your technologies. We bring together more than 130 of the best strategists, fundraisers, developers, creatives, and analysts to help nonprofits and associations grow strategically and smartly with integrated digital and direct mail campaigns, award-winning websites and mobile apps, and custom fundraising software and loyalty programs. We believe our work together can create positive and transformative change, moving missions forward by educating, advocating, and inspiring supporters.
Channel partner, Technology partner
Amazon Web Services (AWS) is a subsidiary of Amazon that provides on-demand cloud computing platforms and APIs to individuals, companies, and governments, on a metered pay-as-you-go basis. In aggregate, these cloud computing web services provide a set of primitive abstract technical infrastructure and distributed computing building blocks and tools.
Consultant partner
The Angeletti Group is a full-service consulting firm. We offer clients a breadth of services including strategic planning, campaign management, metrics-driven major gift programs, executive coaching, board development, organizational assessments, feasibility studies, prospect research, and more. We are a boutique firm harnessing a cadre of talented, goal-driven professionals with current experience and proven track records. Our highly scalable model allows us to deploy the right people for each assignment and tailor each project to the client’s individual needs.
Technology partner
Anthology recently combined with Blackboard, becoming the largest EdTech ecosystem on a global scale for education. Now supporting more than 150 million users in over 80 countries, Anthology strives to advance education to support learners in higher education, K-12, business and government throughout the world. The newly expanded organization uses modern cloud technology and services that address individual needs and help educators shape each learner’s journey. Drawing on a comprehensive offering, Anthology solutions create operational efficiencies; provide intelligence for staff, faculty and administrators; and empower institutional leaders to support and guide students on a path to success at each phase of their journey. Discover how we are fulfilling our mission at www.anthology.com.
Technology partner
For more than 25 years, every occupant of the White House — Democrat and Republican — has used Aristotle products and services, in addition to many U.S. Senators, members of the U.S. House of Representatives, and Democratic and Republican state party organizations.
Technology partner
Arreva Software provides premier information management solutions that enable nonprofit organizations to develop high touch relationships with donors, volunteers and other constituents. Arreva’s affordable, easy-to-use solutions, including both cloud-based and Windows applications, are built from the ground up specifically for nonprofit organizations. The company was founded by philanthropist and computer scientist Susan Packard Orr, and has been serving nonprofits for more than 25 years.
Consultant partner
CCS is one of the most comprehensive and widely recommendedfund-raising consulting and management firms in the world. Established in 1947, CCS serves as a trusted partner to leading non-profits. Our projects span the recognized philanthropic sectors. CCS’ permanent, professional staffbrings energy, intelligence, creativity and a strong work ethic to every engagement. They place a premium on knowledge and training. CCS’s record of success is unmatched. Our achievable recommendations position non-profit organizations for transformational growth.
Technology partner
Simplify the complex world of online fundraising for nonprofits with the CharityEngine all-in-one CRM. Integrated tools for donations, emails, and every other element of fundraising feed all your data into one central view to make it easier to know and care for your donors. Secure, payment-ready forms give you complete control of donors’ information. CharityEngine is the ideal solution for small to mid-size nonprofits looking for powerful fundraising tools and real-time donor management software.
Technology partner
Charityproud is an all-inclusive, cloud-based system providing a 360° view of your constituent engagement. All of the functionality your fundraising teams needs is in our suite of user-friendly tools–from constituent management to donations and pledges, to volunteers and events, to reporting, mailing and grant tracking. We provide you with pages for your website that download data back into your database, as well as integrations with some of your favorite software platforms. Our affordable pricing for the entire platform AND your customer support makes it accessible to nonprofits of all sizes.
Technology partner
Nonprofits of all sizes rely on ClearView CRM’s powerful prospect and donor management solutions to realize their fundraising and engagement potential. ClearView’s reporting and business intelligence tools provide insight into every prospect and donor interaction so fundraisers can quickly identify trends and develop new strategies to forge stronger connections. ClearView supports 30+ integrations with leading industry tools and services and adheres to accounting best practices to enforce financial accounting controls.
Technology partner
Since 1981, CMDI has provided innovative data management solutions for non-profit, corporate and political organizations. Their ability to assess client needs and provide solutions has been evident throughout the company’s 30 year history, particularly for Presidential campaigns. Recently CMDI’s forward-thinking approach has led to major donor fundraising enhancements including club program support, pledge systems, event tracking and fundraising call management that have boosted fundraising efforts.
Technology partner
Community Brands family is the leading provider of software and services to associations and nonprofit organizations that help them improve decision making, execute with greater precision, increase engagement, and generate more revenue. With our solutions, association and nonprofit professionals can use data and personal insight to improve financial and strategic decision making, enhance member and donor engagement and value, operate more efficiently and effectively, and increase revenue to better activate their mission.
Technology partner
DonorDirect is the industry-leading donor management software provider that creates a variety of donor management solutions for ministries and nonprofits. For over 30 years, DonorDirect has used the advances of technology and effective donor management software to empower ministries to reach their full potential and fulfill their organization’s mission. Thanks to partners like In Touch Ministries, Focus on the Family, Samaritan’s Purse, Billy Graham Evangelistic Association and others we have become the industry leader in providing effective donor software solutions that deliver value for all ministries and nonprofits.
Technology partner
The DonorWare Fundraising Software Suite from donor.com equips charities and nonprofits with tools to manage donor data and web presence in one powerful, affordable, cross-platform package. With 30 years of business logic built-in, the suite provider an interactive, multi-user system designed to provide non-profit organizations with effective donor communication, personalized receipting, efficient donor accounting and constructive analysis of fund-raising efforts. The Donorware Fundraising Software Suite integrates with WealthEngine to provide users a more complete profile of their donors and prospects.
Channel partner, Technology partner
Dun & Bradstreet grows the most valuable relationships in business. By uncovering truth and meaning from data, we connect customers with the prospects, suppliers, clients and partners that matter most, and have since 1841. Nearly ninety percent of the Fortune 500, and companies of every size around the world, rely on our data, insights and analytics.
Consultant partner
At Dunham+Company, our promise is simple: through our fundraising, marketing, and media expertise we will help you create more impact.
Technology partner
Founded in 2001 with customers all over the US, Canada, Asia and Australia, Easy-Ware is a leading provider of solutions for the non-profit community. Easy-Ware’s Total Info software is a revolutionary fully-integrated, constituent relationship management solution that has been designed to serve all of your agency’s information management needs. Not simply a fundraising solution, Total Info also manages grants, funding, educational programming, patron management as well as box office and ticketing, community and economic development programs, film festivals, legal aid clinics, volunteers, members and much, much more. Affordable, yet full-featured, elegant in its design and easy to use, Total Info is well suited to any size nonprofit organization.
Technology partner
Ellucian is the world’s leading provider of software and services that power the essential work of colleges and universities. More than 2,500 institutions in nearly 50 countries rely on Ellucian to enhance operations and enrich the student experience for over 18 million students. Visit Ellucian at www.Ellucian.com.
Technology partner
EveryAction is a nonprofit CRM provider that offers best-in-class digital, donor management, advocacy, and organizing tools on a single, unified CRM. Thousands of nonprofits use EveryAction, including Audubon, Greenpeace, Comic Relief, the UN Foundation, and Everytown for Gun Safety. For more information about EveryAction, please visit everyaction.com.
Technology partner
Funraise is your friendly fundraising technology partner. Built on a foundation of nonprofit experience and innovation, our state-of-the-art platform integrates every aspect of nonprofit fundraising and donor management into an all-in-one platform, making it fun to create impact around the world.
Consultant partner
Gobel Group is the leading consulting firm working exclusively in healthcare philanthropy, and the experts in helping clients build meaningful partnerships with clinicians to create a robust grateful patient program. These partnerships help clinician champions identify the best prospects, introduce those prospects to you, and become involved in the philanthropic process. The result is more philanthropic revenue for your institution. Gobel also provides strategic planning, campaign planning and management, data analytics, and board and volunteer leadership training.
With $15.1B in cloud revenue over the last 12 months, IBM is the global leader in enterprise cloud with a platform designed to meet the evolving needs of business and society. Moving past productivity and cost improvements, the IBM Cloud is tuned for the cognitive and data demands that are driving true differentiation in today’s enterprise. IBM’s private, public and hybrid offerings provide the global scale businesses need to support innovation across industries, while its nearly 60 Cloud Data Centers across 19 countries help clients meet their expanding data locality requirements.
Consultant partner
Powered by a commitment to social responsibility, Idealist Consulting implements change to improve our world. We provide advanced technical solutions that help organizations run efficiently.
Association partner
The Institute for Luxury Home Marketing is the premier independent authority in training and designation for real estate agents working in the luxury residential market. The Institute exists to help real estate professionals provide high quality service to the buyers and sellers of luxury properties and in so doing, maximize their own success in the upper-tier residential market. Institute Members have completed special training to build expertise in the market of upscale homes and estates and those who met performance requirements may earn the prestigious Certified Luxury Home Marketing Specialist® (CLHMS) designation.
The Institute for Luxury Home Marketing is the premier independent authority in training and designation for real estate agents working in the luxury residential market. The Institute exists to help real estate professionals provide high quality service to the buyers and sellers of luxury properties and in so doing, maximize their own success in the upper-tier residential market. Institute Members have completed special training to build expertise in the market of upscale homes and estates and those who met performance requirements may earn the prestigious Certified Luxury Home Marketing Specialist® (CLHMS) designation.
Technology partner
Created out of a passion for education and a vision for technology, Jenzabar offers disruptive, innovative software solutions and services that empower students’ success and helps higher education institutions meet the demands of the modern student. Over 1,350 higher educational campuses harness Jenzabar solutions for improved performance across campus and a more personalized and connected experience for the student. For further information, please visit jenzabar.com or on twitter @Jenzabar or LinkedIn.
Association partner
The Luxury Marketing Council is an organization of luxury purveyors – CEOs, CMOs, CFOs and Top Executives. The Council serves as a catalyst in bringing together the smartest, most imaginative, marketers of luxury products and services. Our mission is to explore best practices, share intelligence on customers and stay on the leading edge of market trends. The Council facilitates innovative marketing alliances and partnerships, where its members can cultivate referrals from best customers.
The Luxury Marketing Council is an organization of luxury purveyors – CEOs, CMOs, CFOs and Top Executives. The Council serves as a catalyst in bringing together the smartest, most imaginative, marketers of luxury products and services. Our mission is to explore best practices, share intelligence on customers and stay on the leading edge of market trends. The Council facilitates innovative marketing alliances and partnerships, where its members can cultivate referrals from best customers.
Technology partner
NeonCRM cloud database empowers nonprofit organizations to raise more revenue through automation, while helping staff streamline day-to-day processes more efficiently within one truly connected platform. Organizations’ most important data can be housed in one dedicated system, accessible from anywhere. Webforms integrate with any website, feed information to NeonCRM, and allow real-time processing/recurring payment scheduling. Specialties Include: Web Based Database Management, Integrated Custom Website Forms, Donor & Gift Management, Membership Management & Tracking, Events Registration, eCommunications, Mailing Appeals, QuickBooks Integration, Online Product & Digital Sales, and Integrated Credit Card & eCheck Payment Processing/Auto Recurring Payments.
Omatic Software is the award-winning company helping nonprofits advance their fundraising and database management. We integrate, extend, and optimize software and processes for nonprofits from all over the world! Omatic is proud to be a lively team of ambitious individuals, a Microsoft Certified Partner, a Blackbaud Technology Partner, and a partner to more than 1,700 remarkable organizations driven by purposes larger than our own.
Technology partner
PatronManager’s mission is to revolutionize the ticketing industry by providing arts, culture, and live entertainment organizations with integrated world-class customer relationship management, box office ticketing, fundraising, and marketing solutions, built entirely on the world’s most advanced cloud-based CRM platform – Salesforce. Since launching in 2010, PatronManager, a product of Patron Technology, has been the fastest growing platform for arts & culture organizations in the U.S. Over 700 organizations use PatronManager, primarily symphony orchestras, theatres, opera companies, dance companies, university performing arts centers, and museums.
Consultant partner
The Prospect Finder provides services to help nonprofits, financial advisors and other business owners find and connect with their top prospects. Services include: Outsourced prospect research, including profiles prepared on high-net-worth individuals, foundations, corporations; Onsite personalized training on effective prospecting techniques; Group and One-on-One Webinars; Speaking Engagements for your organization or association; Email marketing: Set-up, Consultations, and Speaking Engagements; Simple, Effective websites you can easily maintain yourself; and Interactive Prospecting Tools embedded with over 75 websites for prospecting. Maria Semple is the firm’s principal. An experienced researcher, trainer and speaker on the topic of prospect research, she consults with organizations and firms interested in finding and connecting with their best prospects for long-term relationships.
Consultant partner
Laura A. Solla, Prospect Research & Development Strategies is a consulting service specializing in prospect research, wealth and asset assessment, prospect identification, relationship network development, and prospect management strategies for individual, corporate, and foundation prospects. Since founding Prospect Research & Development Strategies in 1999, Laura A. Solla has served over 150 clients across the U.S. and U.K.many of whom are regular or recurring customers. Clients range from private schools and higher education institutions, cultural arts organizations, hospital systems, trade associations, grassroots organizations, health and human services agencies, public radio and television, corporate entities, and just about everyone in between.
Technology partner
Stronger connections are now just a keystroke away. Highly intuitive, ResultsPlus fundraising software supports the way you work from planning your day to interacting with your donors, tracking your dollars and reporting your results. (Even down to how you personalize your system.) ResultsPlus helps maximize your time and that of your staff and volunteers. So you can focus on what matters most: furthering donor relations and supporting your mission. ResultsPlus is also available as an outsourced, hosted solution—ResultsPlus Online for a fixed monthly fee.
Technology partner
ROI Solutions is a client-driven company dedicated to providing the nonprofit community with the state-of-the art database technology combined with strategic consultation to maximize your organization’s efforts. Our online application, Revolution Online, is the most comprehensive, integrated, and easy-to-use database created specifically to help your organization better understand and communicate with its constituents.
Technology partner
Salesforce.com is the enterprise cloud computing company. Based on salesforce.com’s real-time, multitenant architecture, the company’s platform and CRM applications have revolutionized the way companies collaborate and communicate with their customers. The Force.com is the leading enterprise platform for building and running business applications in the cloud. The Force.com platform powers the Salesforce CRM applications, more than 1000 ISV partner applications and 185,000 custom applications used by salesforce.com’s 87,200 customers.
Technology partner
Salsa Labs (Salsa) helps nonprofits ignite action and fuel change around the world by growing and engaging a base of support online. With Salsa, groups of all sizes can easily organize their supporters and chapters, fundraise, advocate, communicate through email and social media, host events and measure results. Salsa provides more than technology; it offers strategic best practices, training, highly rated support and a strong online community, so its clients can focus their energy on their mission. The company currently empowers more than 3,000 organizations’ and their more than 90 million donors, members, activists and fans.
Technology partner
StratusLIVE provides the leading donor management and fundraising software solution for the nonprofit industry, built entirely on the latest Microsoft® Dynamics CRM 2011 platform, and delivered in a familiar Microsoft Outlook or web browser interface. It is available either on-demand or on-premises. StratusLIVE for Fundraisers™ provides true ease of use, familiarity and flexibility – all in a product developed by a team with over 35 years of collective nonprofit experience. Fundraising-based nonprofits can now leverage their existing IT investments and the latest in technical innovation from Microsoft, with the donor management and fundraising expertise of StratusLIVE. The result is a cost-effective, constituent relationship management solution, which ensures a low-risk investment with a high return for any nonprofit. StratusLIVE for United Way is also available exclusively for United Way organizations.
Technology partner
More than 400 theaters, orchestras, arts centers, university arts departments, museums, festivals, dance and opera companies are members of the Tessitura Network. Tessitura Network organizations are located in Australia, Canada, Ireland, New Zealand, United Kingdom and the United States. As a non-profit corporation governed by an elected board of Network participants, the company mission is focused on providing continually innovated technology and services and improving the operations of users of its software. The mission also encourages and enables knowledge sharing among its open community of users. Tessitura Software, the flagship product of the Tessitura Network, is a unified platform that provides a comprehensive suite of ticketing, fundraising, marketing, reporting, online transactions and other functions for customer relationship management. Tessitura Software also includes business intelligence tools and dashboards for advanced data analysis and strategic insights. Additional services from the Tessitura Network include a hosted deployment option, ticket scanning for access control, web integration and TN Social Ticketing™ for ticketing within Facebook.
Financial partner
The Rudin Group, a wealth marketing firm, creates brand awareness and visibility campaigns for financial services clients including family offices, RIAs, banks, fintech/vc, philanthropies, hedge funds, and other wealth management firms seeking UHNW/HNW clients. Specializing in content and marketing programs to reach next gen wealth holders – Gen X, Gen Y and wealthy babyboomer investors globally.
Technology partner
Total Community Manager is an easy-to-use and affordable non-profit donor management software package that allows you to efficiently manage your entire community of stakeholders and maximize your fundraising capacity. TCM is unique because it dispenses with the unnecessary bells and whistles that weigh down many fundraising products in exchange for a straightforward software package that is flexible, easy to use and sophisticated in its simplicity.
Channel partner
TransUnion collects and aggregates information on over one billion individual consumers in over thirty countries including “200 million files profiling nearly every credit-active consumer in the United States”.
Association partner
If you would like someone from our team to contact you with more information on how we can improve your fundraising results, please click here.
The work of the United Way is fueled by the passion of 2.6 million volunteers and 9.6 million donors who give their time, their money and their voice to improve the lives of others. Every day, United Way volunteers, donors and advocates are making a lasting difference in so many ways. That can mean helping a child learn to read, donating money to make sure people have access to quality medical care, speaking out in support of policies that provide training for in-demand jobs and so much more. The focus of the United Way is on education, financial stability and health, the building blocks for a good life and a strong community.