WealthEngine Overview
- Year Founded
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1991
- Status
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Acquired/Merged
- Employees
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103
- Latest Deal Type
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M&A
- Latest Deal Amount
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$14.8M
WealthEngine General Information
Description
Developer of a wealth intelligence platform designed to support fundraising and marketing strategies. The company's software offers wealth screening, predictive modeling, and data enrichment services, enabling nonprofits and commercial organizations to identify high-value prospects, segment audiences, and personalize engagement based on financial capacity and propensity to give.
Contact Information
Website
www.wealthengine.com(Operating Subsidiary)
Corporate Office
- 1270 Avenue of the Americas
- Suite 1100
- New York, NY 10020
- United States
Corporate Office
- 1270 Avenue of the Americas
- Suite 1100
- New York, NY 10020
- United States
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 |
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% |
WealthEngine Comparisons
Industry
Financing
Details
WealthEngine Competitors (60)
One of WealthEngine’s 60 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 | ||||
| Benevity | Private Equity-Backed | Calgary, Canada | ||||
| Act! | Private Equity-Backed | Scottsdale, AZ | ||||
| Odoo | Venture Capital-Backed | Grand Rosière, Belgium | ||||
| Fonteva | Private Equity-Backed | Arlington, VA |
WealthEngine Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
WealthEngine Patents
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-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-9811866-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 |
WealthEngine Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
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 |
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 |
WealthEngine FAQs
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When was WealthEngine founded?
WealthEngine was founded in 1991.
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Where is WealthEngine headquartered?
WealthEngine is headquartered in New York, NY.
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What is the size of WealthEngine?
WealthEngine has 103 total employees.
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What industry is WealthEngine in?
WealthEngine’s primary industry is Business/Productivity Software.
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Is WealthEngine a private or public company?
WealthEngine is a Private company.
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What is the current valuation of WealthEngine?
The current valuation of WealthEngine is .
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What is WealthEngine’s current revenue?
The current revenue for WealthEngine is .
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How much funding has WealthEngine raised over time?
WealthEngine has raised $19.8M.
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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.
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Who are WealthEngine’s competitors?
Advanced Solutions International, Benevity, Act!, Odoo, and Fonteva are some of the 60 competitors of WealthEngine.
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When was WealthEngine acquired?
WealthEngine was acquired on 04-Dec-2020.
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Who acquired WealthEngine?
WealthEngine was acquired by Delinian.
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