June 19, 2018 8:57 PM ET

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Company Overview of WealthEngine, Inc.

Company Overview

WealthEngine, Inc. provides predictive marketing analytics, audience development, and wealth intelligence services for fundraisers, marketers, partners, and developers to create strategies. The company also offers modeling, consulting, and training services. It serves financial service, healthcare, higher education, nonprofit, retail, and travel markets in the United States and the United Kingdom. WealthEngine, Inc. was formerly known as Prospects of Wealth & Resources, Inc. and changed its name to WealthEngine, Inc. in 2000. The company was founded in 1991 and is based in Bethesda, Maryland.

4330 East West Highway

Suite 950

Bethesda, MD 20814

United States

Founded in 1991

Phone:

301-215-5980

Fax:

301-215-5987

Key Executives for WealthEngine, Inc.

Interim CEO & Director
Age: 54
Chief Financial Officer
Senior Vice President of Product Management
Senior Vice President for Professional Services
Age: 48
Chief Technology Officer
Compensation as of Fiscal Year 2017.

WealthEngine, Inc. Key Developments

WealthEngine, Inc. Presents at FinovateSpring, May-10-2018 04:00 PM

WealthEngine, Inc. Presents at FinovateSpring, May-10-2018 04:00 PM. Venue: Santa Clara Convention Center, Santa Clara, California, United States. Speakers: P V Bóccasam, CEO.

WealthEngine Launches WE Salesforce Connector on the Salesforce AppExchange

WealthEngine announced it has launched WE Connector for Salesforce on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in entirely new ways. The WE Connector for Salesforce establishes a powerful link between the WealthEngine Platform and Salesforce, enabling point-and-click access to many WealthEngine capabilities from directly within Salesforce. These new capabilities are potential game changers for nonprofits, financial advisors, marketing and sales professionals, and anyone looking to connect and engage with affluent individuals. Connecting Salesforce with the WealthEngine Platform brings Salesforce users direct access to more than 50 WE data elements and proprietary wealth scores and ratings. In addition to the app's current capabilities, the latest version enables: Prospecting: Find lists of wealthy new leads within the WE platform and save them to Salesforce. Batch Data Enrichment: Add wealth intelligence to a list of contacts or leads from directly within Salesforce. Automatic Append: The ability to add wealth intelligence to any new contacts or leads automatically. Search: Streamlined access to detailed wealth intelligence profiles on U.S. adults.

WealthEngine Appoints Mike Sullivan as First Member of Advisory Board

WealthEngine under the new leadership of Dennis Ainge, has created an executive advisory board. The purpose of the advisory board is to provide strategic guidance to the business as it continues to lead the nonprofit market and accelerate its expansion into commercial markets, bringing world-class wealth intelligence to fundraising, sales, and marketing professionals. The board will bring in data industry experts with diverse backgrounds to offer objective, creative, and strategic points of view to the WealthEngine leadership team. WealthEngine has selected Mike Sullivan as the first member of the advisory board. Sullivan is a seasoned financial and operating executive with nearly 30 years of experience in the data and software industries. Sullivan has served as a CFO for various technology companies since 1999 including E-centives, Inc., Viaken Systems, NexTone Communications Corp., TARGUS Information Corporation, and Lotame Solutions, Inc.

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