WealthEngine provides wealth intelligence and prospect research for nonprofit organizations and financial services companies.

Finance

Non Profit

Analytics

WealthEngine

WealthEngine's headquarters in Bethesda, MD, United States

The New York office focuses on strategic leadership in human resources and enhancing global client relationships.

New York

James Lavell

Michael Phillips

Manuel Bianchi

Connel Bell

Lori Kohn

Florian Pixner

The Engineering Team at WealthEngine is responsible for developing, maintaining, and optimizing the company's software systems and databases. This includes creating advanced algorithms for wealth intelligence, ensuring data integrity within Oracle databases, and managing deployment processes through DevOps practices to support nonprofit organizations and financial services clients.

Engineering Team

The Leadership Team at WealthEngine is responsible for setting strategic direction and ensuring operational excellence across the organization. This team collaborates to drive innovation in wealth intelligence and prospect research, aligning resources and talent to meet the evolving needs of nonprofit organizations and financial services clients. By fostering a culture of data-driven decision-making, they enhance organizational performance and stakeholder engagement.

Leadership Team

The Data and Analytics team at WealthEngine leverages advanced data science techniques and robust analytics to generate wealth insights and prospect research. They play a pivotal role in interpreting vast amounts of data to help nonprofit organizations and financial services companies identify and engage high-potential prospects.

Data and Analytics

The Sales and Account Management team at WealthEngine is responsible for acquiring new clients, managing and renewing existing client relationships, and driving revenue growth. Key roles include overseeing sales strategies for wealth solutions, ensuring client satisfaction and retention, and tailoring services to meet the specific needs of nonprofit organizations and financial services companies.

WealthEngine

Org chart

Teams

Engineering Team

Leadership Team

Data and Analytics

Sales and Account Management

Offices

WealthEngine

Org chart

Teams

Engineering Team

Leadership Team

Data and Analytics

Sales and Account Management

Offices

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