WealthEngine for Salesforce

The Industry’s Most Accurate and Actionable Wealth Intelligence on your Prospects is Now Seamlessly Integrated in your Salesforce Environment

  • Wealth and lifestyle insights on 250M+ U.S. adults
  • Seamlessly add over 50 distinct wealth, demographic, and psychographic attributes to your customer and prospect records.
  • Update up to 100,000 records at once, do it one record at a time, or have it done automatically when a new record is created – it is completely up to you.
  • Create a highly targeted list of new prospects in Salesforce based on a comprehensive set of criteria such as giving capacity, current interests, and household net worth.

See how the National Aquarium has been using WealthEngine's Salesforce Connector App to fuel their fundraising and development efforts.