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Insights

Leadership Change Recent appointment of Brian Alster as CEO presents an opportunity for sales engagement to explore new partnerships and business collaborations.

New Product Enhancements Launch of key product enhancements within WealthEngine offers a chance to upsell to existing clients and attract new customers seeking advanced wealth identification solutions.

Data Feed Launch Introduction of Executive and Company data feed on Snowflake Marketplace by Altrata provides a gateway for targeting businesses looking for comprehensive data solutions.

Market Report Release The Ultra High Net Worth Philanthropy 2024 report by Altrata opens avenues for engaging affluent individuals and nonprofit organizations interested in strategic philanthropic initiatives.

Competitive Positioning WealthEngine's revenue range, funding, and unique profile database offer a competitive edge to target customers looking for reliable prospect research solutions in the mid-tier segment.

WealthEngine Tech Stack

WealthEngine uses 8 technology products and services including TeamCity, Postman, MongoDB, and more. Explore WealthEngine's tech stack below.

  • TeamCity
    Continuous Integration
  • Postman
    Data Management Platforms
  • MongoDB
    Database
  • Redis
    Database
  • Freshdesk
    Help Desk Software
  • Pardot
    Marketing
  • RSS
    Miscellaneous
  • Google Tag Manager
    Tag Management

Media & News

WealthEngine's Email Address Formats

WealthEngine uses at least 2 format(s):
WealthEngine Email FormatsExamplePercentage
FLast@wealthengine.comJDoe@wealthengine.com
90%
First@wealthengine.comJohn@wealthengine.com
5%
First.Last@wealthengine.comJohn.Doe@wealthengine.com
3%
FirstLast@wealthengine.comJohnDoe@wealthengine.com
1%
LFirst@wealthengine.comDJohn@wealthengine.com
1%
First.Last@altrata.comJohn.Doe@altrata.com
98%
FLast@altrata.comJDoe@altrata.com
2%

Frequently Asked Questions

Where is WealthEngine's headquarters located?

Minus sign iconPlus sign iconWealthEngine's main headquarters is located at 4340 East West Hwy Bethesda, Maryland 20814 US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is WealthEngine's phone number?

Minus sign iconPlus sign icon You can contact WealthEngine's main corporate office by phone at +1-301-215-5980. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is WealthEngine's official website and social media links?

Minus sign iconPlus sign iconWealthEngine's official website is altrata.com and has social profiles on LinkedIn.

How much revenue does WealthEngine generate?

Minus sign iconPlus sign icon As of September 2024, WealthEngine's annual revenue reached $35M.

What is WealthEngine's NAICS code?

Minus sign iconPlus sign iconWealthEngine's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does WealthEngine have currently?

Minus sign iconPlus sign iconAs of September 2024, WealthEngine has approximately 51 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer & Owner: M. D.Chief Revenue Officer: J. W.Chief Information Security Officer: B. S.. Explore WealthEngine's employee directory with LeadIQ.

What industry does WealthEngine belong to?

Minus sign iconPlus sign iconWealthEngine operates in the IT Services and IT Consulting industry.

What technology does WealthEngine use?

Minus sign iconPlus sign iconWealthEngine's tech stack includes TeamCityPostmanMongoDBRedisFreshdeskPardotRSSGoogle Tag Manager.

What is WealthEngine's email format?

Minus sign iconPlus sign iconWealthEngine's email format typically follows the pattern of . Find more WealthEngine email formats with LeadIQ.

How much funding has WealthEngine raised to date?

Minus sign iconPlus sign icon As of September 2024, WealthEngine has raised $6.5M in funding. The last funding round occurred on Mar 05, 2019 for $6.5M.
WealthEngine

WealthEngine

IT Services and IT ConsultingMaryland, United States51-200 Employees

WealthEngine is a leading provider of advanced wealth identification and prospect research solutions with unique profiles of more than 250 million people in the US.  This comprehensive database helps both the commercial and nonprofit customers elevate their campaigns, expand audiences, decrease acquisition costs, and increase revenue and the lifetime value of their donor or customers.   

Altrata is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X. Together, we provide data and intelligence on the most impactful people to our clients’ success. 

For career opportunities, visit - https://altrata.com/careers/ 

Altrata.com

Section iconCompany Overview

Headquarters
4340 East West Hwy Bethesda, Maryland 20814 US
Phone number
+1-301-215-5980
Website
altrata.com
NAICS Code
5415 - Computer Systems Design and Related Services
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $6.5M

    WealthEngine has raised a total of $6.5M of funding over 5 rounds. Their latest funding round was raised on Mar 05, 2019 in the amount of $6.5M.

  • $10M$50M

    WealthEngine's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $6.5M

    WealthEngine has raised a total of $6.5M of funding over 5 rounds. Their latest funding round was raised on Mar 05, 2019 in the amount of $6.5M.

  • $10M$50M

    WealthEngine's revenue is in the range of $10M$50M

Company Leadership

Employee Directory

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