WealthEngine Overview

  • Year Founded
  • 1991

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 103

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $14.8M

WealthEngine General Information

Description

Developer of a predictive marketing analytics platform designed to offer audience development and wealth intelligence services. The company's platform develops processes and strategies that turn data into a competitive tool, thereby enabling marketers and fundraisers to create strategies to extend their reach and build their prospect pipeline.

Contact Information

Website
www.wealthengine.com
Formerly Known As
Prospects of Wealth and Resources
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Corporate Office
  • 1270 Avenue of the Americas
  • Suite 1100
  • New York, NY 10020
  • United States
+1 (301)
Primary Industry
Business/Productivity Software
Other Industries
Media and Information Services (B2B)
Parent Company
Delinian
Vertical(s)
Big Data, SaaS, TMT
Corporate Office
  • 1270 Avenue of the Americas
  • Suite 1100
  • New York, NY 10020
  • United States
+1 (301)

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WealthEngine Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Merger/Acquisition 04-Dec-2020 $14.8M Completed Generating Revenue
7. Debt - PPP 08-Apr-2020 Completed Generating Revenue
6. Debt - General 04-Mar-2019 Completed Generating Revenue
5. Later Stage VC (Series B) 05-May-2014 Completed Generating Revenue
4. Later Stage VC 10-Jul-2012 Completed Generating Revenue
3. Later Stage VC (Series A1) 22-Jun-2012 Completed Generating Revenue
2. Debt - General 04-Jan-2011 $5M Completed Generating Revenue
1. Later Stage VC (Series A) 01-Mar-2010 $5M $5M Completed Startup
To view WealthEngine’s complete valuation and funding history, request access »

WealthEngine Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series B
Series A-1
Series A 4,568,334 $0.001000 8% $1.24 $1.24 1x $1.24 22.84%
To view WealthEngine’s complete cap table history, request access »

WealthEngine Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a predictive marketing analytics platform designed to offer audience development and wealth intelligence se
Business/Productivity Software
New York, NY
103 As of 2020

Alexandria, VA
 

Saskatoon, Canada
 
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WealthEngine Competitors (54)

One of WealthEngine’s 54 competitors is Advanced Solutions International, a Private Equity-Backed company based in Alexandria, VA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Advanced Solutions International Private Equity-Backed Alexandria, VA
Vendasta Venture Capital-Backed Saskatoon, Canada
Fonteva Private Equity-Backed Arlington, VA
ActiveCampaign Private Equity-Backed Chicago, IL
Keap Formerly VC-backed Chandler, AZ
You’re viewing 5 of 54 competitors. Get the full list »

WealthEngine Patents

  • 20

    Total Documents Applications and Grants

  • Total Patents Families

  • 18

    Granted

  • Pending

  • Expiring in next 12 mo

WealthEngine Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-10210587-B1 News alerts based on user analytics Active 20-Jul-2013
US-9811866-B1 News alerts based on user analytics Active 20-Jul-2013
US-10915975-B1 News alerts based on user analytics Active 20-Jul-2013
US-11669917-B1 News alerts based on user analytics Active 20-Jul-2013
US-9026524-B1 Completing queries using transitive closures on a social graph Active 10-Jan-2013 G06F16/24544
To view WealthEngine’s complete patent history, request access »

WealthEngine Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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WealthEngine Former Investors (16)

Investor Name Investor Type Holding Investor Since Participating Rounds
Angel (individual) Minority
Bull City Venture Partners Venture Capital Minority
Eastward Capital Partners Venture Capital Minority
HKB Capital Venture Capital Minority
Angel (individual) Minority
You’re viewing 5 of 16 investors. Get the full list »

WealthEngine Acquisitions (1)

WealthEngine’s most recent deal was a Merger/Acquisition with BrightContext. The deal was made on 16-Apr-2014.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
BrightContext 16-Apr-2014 Merger/Acquisition Database Software
To view WealthEngine’s complete acquisitions history, request access »

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WealthEngine FAQs

  • When was WealthEngine founded?

    WealthEngine was founded in 1991.

  • Where is WealthEngine headquartered?

    WealthEngine is headquartered in New York, NY.

  • What is the size of WealthEngine?

    WealthEngine has 103 total employees.

  • What industry is WealthEngine in?

    WealthEngine’s primary industry is Business/Productivity Software.

  • Is WealthEngine a private or public company?

    WealthEngine is a Private company.

  • What is the current valuation of WealthEngine?

    The current valuation of WealthEngine is .

  • What is WealthEngine’s current revenue?

    The current revenue for WealthEngine is .

  • How much funding has WealthEngine raised over time?

    WealthEngine has raised $19.8M.

  • Who are WealthEngine’s investors?

    , Bull City Venture Partners, Eastward Capital Partners, HKB Capital, and are 5 of 16 investors who have invested in WealthEngine.

  • Who are WealthEngine’s competitors?

    Advanced Solutions International, Vendasta, Fonteva, ActiveCampaign, and Keap are some of the 54 competitors of WealthEngine.

  • When was WealthEngine acquired?

    WealthEngine was acquired on 04-Dec-2020.

  • Who acquired WealthEngine?

    WealthEngine was acquired by Delinian.

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