List of WealthEngine Platform Customers
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United States
Since 2010, our global team of researchers has been studying WealthEngine Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased WealthEngine Platform for Customer Data Platform from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using WealthEngine Platform for Customer Data Platform include: University of Pennsylvania, a United States based Education organisation with 39859 employees and revenues of $14.40 billion, MedStar Health, a United States based Healthcare organisation with 30000 employees and revenues of $6.70 billion, Center Theatre Group, a United States based Non Profit organisation with 300 employees and revenues of $46.0 million and many others.
Contact us if you need a completed and verified list of companies using WealthEngine Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The WealthEngine Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Center Theatre Group | Non Profit | 300 | $46M | United States | WealthEngine | WealthEngine Platform | Customer Data Platform | 2023 | n/a |
In 2023, Center Theatre Group implemented WealthEngine Platform as a Customer Data Platform to support its Los Angeles arts nonprofit fundraising operations. The deployment targeted CRM and fundraising processes across the US, aligning prospect discovery and donor cultivation with development team workflows and board engagement efforts. This implementation used WealthEngine Platform to centralize prospect signals for fundraising and board development use cases.
The organization configured WealthEngine's Inner Circle and screening features to surface connections between donors and board members, and to expand its donor pipeline through targeted prospect identification and wealth-based screening. WealthEngine Platform screening capability was embedded into prospecting workflows, enabling segmentation and prioritization consistent with Customer Data Platform practices for donor scoring and list building. These functional modules were used to inform outreach sequencing and to identify candidates for a junior 'Fringe' board.
Operational coverage focused on the development department and board development functions, with WealthEngine insights applied directly within CRM and fundraising processes rather than as a standalone analytics exercise. The rollout emphasized workflow integration, turning screening outputs into actionable lists for fundraisers and volunteer leaders who managed the junior board creation. Governance work centered on standardizing prospect qualification criteria and mapping screening outputs to CRM opportunity records.
The deployment produced explicit fundraising outcomes reported by the organization, including a 36% year over year increase in donations and an increase in new gifts tied to the expansion of the donor pipeline and establishment of the junior 'Fringe' board. WealthEngine Platform served as the Customer Data Platform foundation for prospect discovery and donor pipeline expansion in this arts nonprofit deployment.
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MedStar Health | Healthcare | 30000 | $6.7B | United States | WealthEngine | WealthEngine Platform | Customer Data Platform | 2023 | n/a |
In 2023, MedStar Health integrated the WealthEngine Platform into its Grateful Patient Program. The WealthEngine Platform, categorized as a Customer Data Platform, was deployed to screen patients referred to gift officers and to prioritize outreach within healthcare fundraising workflows.
The implementation emphasized real-time screening and propensity scoring capabilities to accelerate donor identification and engagement. Configuration work focused on embedding screening outputs into referral pipelines, defining propensity-based prioritization rules, and surfacing high priority prospects to development staff for immediate outreach.
Operational coverage targeted healthcare fundraising processes across MedStar Health’s Mid Atlantic region of the United States, applying WealthEngine Platform screening to patient referrals within the Grateful Patient Program. Integrations connected WealthEngine Platform screening results to gift officer assignment and outreach queues, ensuring prioritized prospects were routed to front line development teams.
Governance adjustments formalized the cadence and handoff between clinical referral coordinators and gift officers, instituting propensity-driven outreach workflows. The deployment supported growth of the annual fund from $19M to $47M, an outcome tied directly to the use of the WealthEngine Platform within MedStar Health’s Customer Data Platform driven fundraising operations.
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University of Pennsylvania | Education | 39859 | $14.4B | United States | WealthEngine | WealthEngine Platform | Customer Data Platform | 2023 | n/a |
In 2023, the University of Pennsylvania implemented the WealthEngine Platform Customer Data Platform for the Department of Development and Alumni Relations in the United States. The deployment targeted fundraising and CRM processes and was used to perform periodic wealth screenings and prospect research to support major campaign activity. The implementation explicitly leveraged WealthEngine screening and propensity-to-give capabilities, configuring prospect scoring, enrichment, and segmentation workflows to prioritize advancement outreach. Workflows were configured for periodic batch screening of alumni and donor addressable lists and for producing ranked prospect lists for researcher review, with propensity models driving score thresholds and segment definitions within the WealthEngine Platform. Operational coverage was focused on Development and Alumni Relations across US fundraising operations, where the platform identified roughly 40,000 high-capacity prospects used in campaign prospect pools. Results from the WealthEngine Platform supported fundraising pipelines that contributed to about $600M in campaign commitments, and governance was organized around centralized prospect identification processes and controlled researcher access to screening outputs.
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