Basic info
Industry
it services and it consulting
Sectors
Prospect Research
Financial Service Prospecting
Financial Services
Non Profit
Wealth Screenings
Wealth Identification Tools
Luxury Marketers
Analytics
Nonprofit Fundraising
Fundraising Consultants
Modeling and Analytics
Predictive Analytics
Date founded
1991
Funding rounds raised
Total raised
$7M
from 7 investors over 7 rounds
W
WealthEngine raised $6.5M on March 5, 2019
Investors: CIBC U.S., Streamlined Ventures and Signatures Capital
W
WealthEngine raised $7M on May 5, 2014
Investors: SGH Capital, Streamlined Ventures and Signatures Capital
W
WealthEngine raised $5M on March 1, 2010
Investors: QED Investors