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WealthEngine

Company Name

WealthEngine

Q: Where is WealthEngine headquarters located?

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

Q: What are WealthEngine’s primary industries?

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

Q: What are WealthEngine’s key products?

WealthEngine’s key products are: WeSpire, WealthEngine

Q: 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

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.

Revenue

$30 M

Employees

142

Founded

1991

Primary Industries

Business Services Custom Software & IT Services Advertising & Marketing Management Consulting

Funding History

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

WealthEngine Executive Team & Key Decision Makers

Name & Title	Contact Info
Elizabeth Schiffmann Vice President, Product Management	❅❅❅❅@wealthengine.com (240) ❅❅❅-❅❅❅❅	Visit Profile
Katerina Lauer Vice President, Retention	❅❅❅❅@wealthengine.com (843) ❅❅❅-❅❅❅❅	Visit Profile
Anil Vinayak Vice President, Finance & Accounting	(240) ❅❅❅-❅❅❅❅	Visit Profile
Jianing Hou Vice President		Visit Profile
Val Delaney Vice President, Sales	(240) ❅❅❅-❅❅❅❅	Visit Profile
Emmanuella Modilim Global Senior Director, Head of Client Success	(347) ❅❅❅-❅❅❅❅	Visit Profile
Scott Lawrence Director, Midwest Sales	(240) ❅❅❅-❅❅❅❅	Visit Profile
Emily Beerer Director, Contracts	❅❅❅❅@wealthengine.com (240) ❅❅❅-❅❅❅❅	Visit Profile
Tamara Walker Senior Director, Human Resources	(240) ❅❅❅-❅❅❅❅	Visit Profile
Sean Kapoor Director, Financial Services	(917) ❅❅❅-❅❅❅❅	Visit Profile
Kerry Goff Sales Director	(858) ❅❅❅-❅❅❅❅	Visit Profile
Samir Damle Senior Director, UX Design	❅❅❅❅@wealthengine.com (571) ❅❅❅-❅❅❅❅	Visit Profile
Abhishek Sharma Director, Engineering	❅❅❅❅@wealthengine.com (551) ❅❅❅-❅❅❅❅	Visit Profile

Recently Updated Team Members

Name & Title	Contact Info
Akhil Thakur Technical Lead	❅❅❅❅@vocus.com	Visit Profile
Nancy Jones Account Executive	❅❅❅❅@wealthengine.com (317) ❅❅❅-❅❅❅❅	Visit Profile
Suraj Makandar Salesforce Specialist	❅❅❅❅@vocus.com	Visit Profile
Ankit Pachauri Business Analyst	❅❅❅❅@vocus.com	Visit Profile
Alinoor Rahman Credit Control Representative	❅❅❅❅@wealthengine.com (212) ❅❅❅-❅❅❅❅	Visit Profile
Abhilash Hc Senior Software Engineer	❅❅❅❅@wealthengine.com	Visit Profile
Katerina Lauer Vice President, Retention	❅❅❅❅@wealthengine.com (843) ❅❅❅-❅❅❅❅	Visit Profile
Emmanuella Modilim Global Senior Director, Head of Client Success	(347) ❅❅❅-❅❅❅❅	Visit Profile
Elizabeth Schiffmann Vice President, Product Management	❅❅❅❅@wealthengine.com (240) ❅❅❅-❅❅❅❅	Visit Profile
Aishwarya Ma Customer Support Specialist	❅❅❅❅@wealthengine.com	Visit Profile
Dijana Cosic Manager, Data Services	(240) ❅❅❅-❅❅❅❅	Visit Profile
Katherine Fry Data Analyst	(240) ❅❅❅-❅❅❅❅	Visit Profile
Abhishek Sharma Director, Engineering	❅❅❅❅@wealthengine.com	Visit Profile
Sudharsan Krishnamurthy Database Specialist	❅❅❅❅@wealthengine.com	Visit Profile

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)

Clicktale

Kissmetrics Kissmetrics

Google Global Site Tag Google

Google Universal Analytics Google

Google Analytics Google

Databases

(4 Technologies)

Web and Application Servers

(4 Technologies)

Jetty Eclipse Foundation

Apache

Apache Servers

nginx NGINX

Frameworks and Libraries

(3 Technologies)

jQuery jQuery

Bootstrap Twitter

jQuery Migrate jQuery

WealthEngine Product Offerings

Technology	Website Using	Market Share
WeSpire	14	<0.01%
WealthEngine	19	<0.01%

Largest Customers of WealthEngine Products

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

eBay

University of Pennsylvania

The Estee Lauder Companies Inc.

Sun Life

Best Buddies

WealthEngine Email Formats

	Parameter	Sample Email
1	first initials + last	JSmith@wealthengine.com
2	first.last	John.Smith@wealthengine.com
3	first + last	JohnSmith@wealthengine.com
4	first_last	John_Smith@wealthengine.com
5	first	John@wealthengine.com
6	last	Smith@wealthengine.com

WealthEngine Top Competitors

Company	Employees	Revenue	Top technologies
Calling	146	$29.7 M	whoscalling ClickPath Whos Calling Click To Talk
InsideView	312	$25 M	InsideView InsideView Insights
Analytic Partners	145	$68 M	PacsSCAN Analytic Partners
Boxever	80	$16.8 M	Boxever
Datorama	297	$58 M	Datorama