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WealthEngine

Company Name

WealthEngine

Q: What is WealthEngine revenue?

WealthEngine revenue is $29.8 M

Q: Where is WealthEngine headquarters located?

WealthEngine headquarters are located in 4330 E West Hwy, Bethesda, Maryland, 20814, United States

Q: What are WealthEngine’s primary industries?

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

Q: Who is WealthEngine’s CEO?

WealthEngine’s CEO is Pv Boccasam

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 Inc, Wealthengine, Wealth EngineWealth Engine Business Solutions LLC, Wealthengine.com

Main Industry

Custom Software & IT Services, Business Services

Website

www.wealthengine.com

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.

Primary Industries

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

Contact Information

Headquarters

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

(301) 215-5980

CEO

Pv Boccasam

Revenue

$29.8 M

Employees

140

Founded

1991

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	Email Phone	Reveal for Free
Edward Hughes President	Email Phone	Reveal for Free
Shiv Verma Vice President, Application Operations	Email Phone	Reveal for Free
Michael Lukich Vice President, Marketing	Email Phone	Reveal for Free
Robert Baranowski Vice President, Sales	Email Phone	Reveal for Free
Manmohan Gupta Vice President, Product Marketing	Email Phone	Reveal for Free
James Dean Senior Vice President and Head of the Luxury Practice	Email Phone	Reveal for Free
Michael Gee Vice President, Strategic Accounts	Email Phone	Reveal for Free
Shikha Berry Vice President, Finance	Email Phone	Reveal for Free
Elizabeth Burkhard Head of Event Marketing	Email Phone	Reveal for Free
Samir Damle Senior Director, UX Design	Email Phone	Reveal for Free
Jessica Smith Senior Director, Marketing	Email Phone	Reveal for Free
Kevin Adams Director, Financial Sales	Email Phone	Reveal for Free
Samantha Pierce Regional Sales Manager	Email Phone	Reveal for Free
Ryn Wolford Team Lead, Customer Support	Email Phone	Reveal for Free
Paulette Jones Office Manager	Email Phone	Reveal for Free
Umesh Kumar Data Associate & Manager	Email Phone	Reveal for Free
Himanshu Sahani Lead Product Manager	Email Phone	Reveal for Free
Ranjith Rajakumar Support Team Lead (In)	Email Phone	Reveal for Free

Name & Title	Contact Info
Serge Duka Senior Software Engineer	Email Phone	Reveal for Free
Domenic Graziosi Key Advisor and Executive Leader	Email Phone	Reveal for Free
Ratnesh Behera Team Lead	Email Phone	Reveal for Free
Steve Hancock Coast Development Representative (West)	Email Phone	Reveal for Free
Miriam Smith Data Entry Analyst	Email Phone	Reveal for Free
Nithyadevi Jeganathan Senior Software Engineer	Email Phone	Reveal for Free
Ranjith Rajakumar Support Team Lead (In)	Email Phone	Reveal for Free
Liza Elliott Sales Associate	Email Phone	Reveal for Free
Shanta Mohapatra Senior Full Stack Developer	Email Phone	Reveal for Free

Top WealthEngine Integrations and Technologies

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

Web Analytics

(6 Technologies)

MouseFlow Mouseflow

Google Universal Analytics Google

Google Global Site Tag Google

Google Analytics Google

Kissmetrics Kissmetrics

Clicktale

Programming Languages

(6 Technologies)

HTML Web Hypertext Application Technology Working Group

CSS World Wide Web Consortium

JavaScript Netsweeper

SQL International Organization for Standardization

Java Oracle

PHP PHP

Applicant Tracking Systems

(5 Technologies)

Eploy Eploy

Engage ATS Engage ATS University

LinkedIn Recruiter LinkedIn

Connectifier LinkedIn

JazzHR JazzHR

Marketing Automation

(4 Technologies)

Oracle Marketing Cloud Oracle

Salesforce Pardot Salesforce

HubSpot HubSpot

Marketo

Frameworks and Libraries

(4 Technologies)

ASP.NET Microsoft

Bootstrap

jQuery Migrate jQuery

jQuery jQuery

WealthEngine Product Offerings

Technology	Website Using	Market Share
WeSpire	15	<0.01%
WealthEngine	70	0.01%

Largest Customers of WealthEngine Products

More than 70 companies reportedly use WealthEngine products in their tech and software stacks

NewYork-Presbyterian

Mount Sinai Health System

Caesars Entertainment

The Estee Lauder Companies

MGM Resorts

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
Singular	300	$63 M	Singular SingularCDN
Analytic Partners	447	$93.9 M	PacsSCAN Analytic Partners
BlueConic	180	$37.8 M	Blueconic
Webtrekk	n/a	$31.2 M	Webtrekk
Wealth-X	132	$31.3 M

Your Questions, Our Answers

Get Free Access to WealthEngine Contacts Info

WealthEngine revenue is $29.8 M

WealthEngine has 140 employees

WealthEngine headquarters are located in 4330 E West Hwy, Bethesda, Maryland, 20814, United States

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

WealthEngine’s CEO is Pv Boccasam

WealthEngine’s key products are: WeSpire, WealthEngine

WealthEngine appears in search results as Wealthengine Inc, Wealthengine, Wealth EngineWealth Engine Business Solutions LLC, Wealthengine.com...See More

WealthEngine

WealthEngine Profile and History

Popular Searches

Primary Industries

Contact Information

CEO

Revenue

Employees

Founded

Funding History

WealthEngine Executive Team & Key Decision Makers

Recently Updated Team Members

Top WealthEngine Integrations and Technologies

Web Analytics

Programming Languages

Applicant Tracking Systems

Marketing Automation

Frameworks and Libraries

WealthEngine Product Offerings

Largest Customers of WealthEngine Products

WealthEngine Email Formats

WealthEngine Top Competitors

Your Questions, Our Answers

What is WealthEngine revenue?

How many employees does WealthEngine have?

Where is WealthEngine headquarters located?

What are WealthEngine’s primary industries?

Who is WealthEngine’s CEO?

What are WealthEngine’s key products?

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