Omatic Software Delivers Advanced Integration for WealthEngine

Jun 2, 2021


Omatic Software, an industry leader for nonprofit data integration, announced its renewed partnership with WealthEngine, a premier wealth intelligence software-as-a-service provider. Through this partnership, Omatic and WealthEngine provide a seamless way for fundraising organizations to effortlessly integrate comprehensive wealth intelligence with leading CRM solutions for nonprofits.

Connecting WealthEngine with a powerful CRM solution brings automation and near real-time insights for nonprofit organizations, making it easier to access powerful wealth intelligence to better target, segment, and engage ideal donors and prospects. Combining WealthEngine with best-in-class CRM solutions provide a truly enhanced prospecting tool for organizations seeking to enhance their major gift pipeline.

Omatic’s market-leading integration solution for nonprofits provides advanced field mapping, automated data transformation, and data-cleansing – supporting both robust data capture and tremendous user flexibility.

“This integration is a game changer for our customers, bridging the data gap and empowering them to leverage wealth insights directly within their CRM,” said Maxwell Pamphile, Director of Strategic Partnerships for WealthEngine. “Through this partnership, nonprofit development teams can identify their most promising prospects and take the necessary actions to grow their fundraising programs.”

“We are excited about this renewed partnership,” noted Meredith Hughes, Omatic’s Partnership Manager. “WealthEngine’s vision of enabling nonprofit organizations to benefit from advanced machine-learning and robust wealth data, combined with Omatic’s data integration solution, will enhance the fundraising capabilities of nonprofit organizations, and help them extract more value out of their CRM.”

Learn more about the integration here:

About Omatic Software
Omatic is a technology company empowering nonprofits’ missions by seamlessly unifying their disconnected data into consistent and personalized supporter experiences. To date, Omatic has provided comprehensive, industry-leading data integration software to over 2,700 non-profits of all types and sizes. Omatic brings the best of technology and adapts it for nonprofit organizations’ unique requirements to enable clear-eyed insights and decision-making by connecting applications and data, both on-premises and in the cloud, with an API-led approach. Learn more at

About WealthEngine
WealthEngine, a provider of data-driven intelligence on the United States’ wealthiest individuals, is used by more than 2000 client globally including non-profit organizations, banks and wealth managers for business development activities. We provide proprietary modelling and analytics capabilities combined with a broad dataset of wealthy individuals in the United States which can either be accessed via our market-leading platform or embedded directly into an existing data environment to enhance prospecting and surpass development goals. WealthEngine is a part of Euromoney People Intelligence, a divisional pillar of Euromoney Institutional Investor comprised of BoardEx, WealthEngine and Wealth-X.

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Stacy Caponetti

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Omatic Software
Omatic Software is dedicated to integrating disparate systems and democratizing data access for today’s nonprofits. Founded in 2002, Omatic has worked with thousands of nonprofits globally to remove their data barriers by integrating systems and enabling nonprofit teams to leverage their donor data rather than be burdened by it. The Omatic team has one goal – unleashing the power of data to show a complete view of your donor, enabling data-driven decision making and opportunity creation for your organization.