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WealthEngine

Company Name

WealthEngine

Main Industry

Business Services, Custom Software & IT Services

Website

www.wealthengine.com

Contact Information

Headquarters

4340 E West Hwy, Ste 900, Bethesda, Maryland, 20814, United States

(301) 215-5980

Mount Pleasant, South Carolina Office

474 Wando Park Blvd, Ste 100, Mount Pleasant, South Carolina, 29464, United States

(240) 744-4967

Bethesda, Maryland Office

4330 E West Hwy, Bethesda, Maryland, 20814, United States

(301) 215-5980

WealthEngine Profile and History

WealthEngine provides wealth intelligence solutions. The company offers analytics and modeling, consulting, marketing, and training services. WealthEngine serves financial, healthcare, educational, non-profits, retail, and travel sectors in the United States and the United Kingdom.

WealthEngine

WealthEngine Inc

WealthEngine™ , Inc.

WealthEngine.com

Wealth Engine

Revenue

$30 M

Employees

142

Founded

1991

Funding History

WealthEngine raised a total of $24.5 M in funding over 8 rounds.

WealthEngine Executive Team & Key Decision Makers

Name & TitleContact Info
Elizabeth Schiffmann
Elizabeth Schiffmann

Vice President, Product Management

❅❅❅❅@wealthengine.com

(240) ❅❅❅-❅❅❅❅

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Katerina Lauer
Katerina Lauer

Vice President, Retention

❅❅❅❅@wealthengine.com

(843) ❅❅❅-❅❅❅❅

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Anil Vinayak
Anil Vinayak

Vice President, Finance & Accounting

(240) ❅❅❅-❅❅❅❅

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Jianing Hou
Jianing Hou

Vice President

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Val Delaney
Val Delaney

Vice President, Sales

(240) ❅❅❅-❅❅❅❅

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Emmanuella Modilim
Emmanuella Modilim

Global Senior Director, Head of Client Success

(347) ❅❅❅-❅❅❅❅

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Scott Lawrence
Scott Lawrence

Director, Midwest Sales

(240) ❅❅❅-❅❅❅❅

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Emily Beerer
Emily Beerer

Director, Contracts

❅❅❅❅@wealthengine.com

(240) ❅❅❅-❅❅❅❅

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Tamara Walker
Tamara Walker

Senior Director, Human Resources

(240) ❅❅❅-❅❅❅❅

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Sean Kapoor
Sean Kapoor

Director, Financial Services

(917) ❅❅❅-❅❅❅❅

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Kerry Goff
Kerry Goff

Sales Director

(858) ❅❅❅-❅❅❅❅

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Samir Damle
Samir Damle

Senior Director, UX Design

❅❅❅❅@wealthengine.com

(571) ❅❅❅-❅❅❅❅

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Abhishek Sharma
Abhishek Sharma

Director, Engineering

❅❅❅❅@wealthengine.com

(551) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Akhil Thakur
Akhil Thakur

Technical Lead

❅❅❅❅@vocus.com

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Nancy Jones
Nancy Jones

Account Executive

❅❅❅❅@wealthengine.com

(317) ❅❅❅-❅❅❅❅

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Suraj Makandar
Suraj Makandar

Salesforce Specialist

❅❅❅❅@vocus.com

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Ankit Pachauri
Ankit Pachauri

Business Analyst

❅❅❅❅@vocus.com

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Alinoor Rahman
Alinoor Rahman

Credit Control Representative

❅❅❅❅@wealthengine.com

(212) ❅❅❅-❅❅❅❅

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Abhilash Hc
Abhilash Hc

Senior Software Engineer

❅❅❅❅@wealthengine.com

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Katerina Lauer
Katerina Lauer

Vice President, Retention

❅❅❅❅@wealthengine.com

(843) ❅❅❅-❅❅❅❅

Visit Profile

Emmanuella Modilim
Emmanuella Modilim

Global Senior Director, Head of Client Success

(347) ❅❅❅-❅❅❅❅

Visit Profile

Elizabeth Schiffmann
Elizabeth Schiffmann

Vice President, Product Management

❅❅❅❅@wealthengine.com

(240) ❅❅❅-❅❅❅❅

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Aishwarya Ma
Aishwarya Ma

Customer Support Specialist

❅❅❅❅@wealthengine.com

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Dijana Cosic
Dijana Cosic

Manager, Data Services

(240) ❅❅❅-❅❅❅❅

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Katherine Fry
Katherine Fry

Data Analyst

(240) ❅❅❅-❅❅❅❅

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Abhishek Sharma
Abhishek Sharma

Director, Engineering

❅❅❅❅@wealthengine.com

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Sudharsan Krishnamurthy
Sudharsan Krishnamurthy

Database Specialist

❅❅❅❅@wealthengine.com

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Top WealthEngine Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by WealthEngine.

Programming Languages

(7 Technologies)

Web Analytics

(5 Technologies)

Databases

(4 Technologies)

Web and Application Servers

(4 Technologies)

Frameworks and Libraries

(3 Technologies)

WealthEngine Product Offerings

TechnologyWebsite UsingMarket Share
WeSpire

WeSpire

14

<0.01%

WealthEngine

WealthEngine

19

<0.01%

Largest Customers of WealthEngine Products

More than 19 companies reportedly use WealthEngine products in their tech and software stacks

WealthEngine Email Formats

ParameterSample EmailPercentage

WealthEngine Top Competitors

CompanyEmployeesRevenueTop technologies
Calling

Calling

146$29.7 M
InsideView

InsideView

312$25 M
Analytic Partners

Analytic Partners

145$68 M
Boxever

Boxever

80$16.8 M
Datorama

Datorama

297$58 M

What is WealthEngine revenue?

WealthEngine revenue is $30 M

How many employees does WealthEngine have?

WealthEngine has 142 employees

Where is WealthEngine headquarters located?

WealthEngine headquarters are located in 4340 E West Hwy, Ste 900, Bethesda, Maryland, 20814, United States

What are WealthEngine’s primary industries?

WealthEngine’s main industries are: Business Services, Custom Software & IT Services, Advertising & MarketingManagement Consulting...See More

What are WealthEngine’s key products?

WealthEngine’s key products are: WeSpire, WealthEngine

What are some additional names or alternative spellings that users use while searching for WealthEngine?

WealthEngine appears in search results as WealthEngine, WealthEngine Inc, WealthEngine™ , Inc.WealthEngine.com, Wealth Engine...See More