WealthEngine

WealthEngine, an Altrata company, applies machine learning to billions of data points to help organizations find, understand, and engage their next best donor or prospect.

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About WealthEngine

For more than 20 years, WealthEngine has helped fundraising and prospect research teams identify donors with both the wealth and the propensity to give. Now part of Altrata’s people-intelligence portfolio, the platform applies machine learning to billions of data points to create millions of pre-scored profiles covering net worth, giving capacity, real estate and stock holdings, and philanthropic history.

How VolunteerHub Works with Omatic

WealthEngine finds and scores the prospects most likely to give. Omatic makes sure that intelligence lands directly on the right constituent record instead of sitting in a separate export.

When WealthEngine and Omatic Cloud work together:

Every profile is captured. Omatic imports, maps, and cleans WealthEngine’s wealth and capacity data directly into your CRM, so screening results update existing records instead of creating a parallel spreadsheet to reconcile by hand.

Stewardship reflects reality. Because wealth indicators and giving capacity scores land on the correct constituent record, your gift officers see a prospect’s full financial and philanthropic picture right alongside their giving history.

Your leadership gets reporting they can trust. With wealth screening data flowing automatically into your system of record, your team can prioritize major gift outreach with current information instead of outdated screening results.