When was WealthEngine founded?

WealthEngine was founded in 1991 and raised its 1st funding round 19 years after it was founded.

Where is WealthEngine located?

WealthEngine is headquartered in Bethesda, United States. It is registered at New York,New York.

How many employees does WealthEngine have?

As of May 31, 2026, the latest employee count at WealthEngine is 30.

Is WealthEngine a funded company?

WealthEngine is a funded company, having raised a total of $13.2M across 5 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on Feb 26, 2010.

When was the latest funding round of WealthEngine?

WealthEngine's latest funding was a $***** Conventional Debt round on Mar 04, 2019, with participation from 1 investor.

Where does WealthEngine rank among its competitors?

WealthEngine ranks 3rd amongst 103 active competitors, of which 9 are funded. It stands 4th in terms of total funding among its competitors. The most recent competitor to raise funding was Accord Fintech, which secured $846K in Jun, 2026.

Who are the top competitors of WealthEngine?

WealthEngine's top competitors include Dispatch, Bridge and Spokeo. Among them, Accord Fintech secured the most recent funding round in June, 2026.

WealthEngine - 2026 Company Profile, Funding & Competitors

Q: Is WealthEngine an acquired company?

WealthEngine got acquired by Delinian on Dec 08, 2020.

Company Details

WealthEngine is a provider of wealth intelligence and prospect research solutions to non-profit and commercial organizations. WealthEngine offers a SaaS-based platform for predictive marketing analytics, audience development, and wealth intelligence services. Platform's feature includes Search which tells about a prospect or customers’ wealth, capacity to spend, invest or give and affinity; Screen, enriches data records with their wealth scores and ratings and provides contact and demographic information about the contacts; Prospect, to find, understand, and contact wealthy prospects with a high chance of conversion, based on wealth and affinity; Analyze, predictive lead scoring and analytics platform built for consumer marketers, wealth managers and fundraisers; Circle of Friends, database of connections; and Integration with DMS and CRM. The company serves customers in financial services, healthcare, higher education, non-profits, retail, and travel space. Data can also be accessed via API. Subscription based revenue model.

Website: wealthengine.com
Social
Email ID: *****@wealthengine.com
Phone Number: +1 **********
Registered Address: New York,New York

Key Metrics

Founded Year

1991

Location

Bethesda, United States

Stage

Acquired

Total Funding

$13.2M in 5 rounds

Latest Funding Round

Conventional Debt, Mar 04, 2019, $*****

Investors

Novak Biddle Venture Partners & 12 more

Ranked

3^rd among 103 active competitors

Employee Count

30 as on May 31, 2026

Investment & Acquisitions

Qu & 1 more

Similar Companies

Dispatch & 129 more

Exit Details

Acquired by Delinian (Dec 08, 2020)

View WealthEngine's full profile

WealthEngine is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
DELINIAN INDIA SOFTWARE PRIVATE LIMITED CIN: U72200KA2018FTC118585 , India, Active	Nov 16, 2018	0 - ₹10 Cr (As on Mar 31, 2025)	35 (As on Dec 31, 2019)
WEALTH ENGINE INC CIN: 581979931 , United States, Active	Dec 31, 1999	-	45 (As on Dec 31, 2020)	-

WealthEngine got acquired by Delinian on Dec 08, 2020 at an acquisition amount of $*****.

Click here to take a look at WealthEngine's acquisition in detail

WealthEngine has raised a total funding of $13.2M over 5 rounds. Its first funding round was on Feb 26, 2010. Its latest funding round was a Conventional Debt round on Mar 04, 2019 for $*****. 1 investor participated in its latest round. WealthEngine has 13 institutional investors.

Here is the list of recent funding rounds of WealthEngine:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 04, 2019	6757153	Conventional Debt	5948348	2270942	6750064	6154235
May 20, 2014	1869034	Series B	9589590	3171044	4813550	6053068
Jul 10, 2012	3299923	Series A	3298913	2904018	2005970	1203531

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View details of WealthEngine's funding rounds and investors

WealthEngine's employee count trend

WealthEngine has 30 employees as of May 26. Here is WealthEngine's employee count trend over the years:

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Top competitors of WealthEngine include Dispatch, Bridge and Spokeo. Here is the list of Top 10 competitors of WealthEngine, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Dispatch 2010, Miami (United States), Series A	Developer of automated data orchestration software for wealth management systems	$30.3M	F-Prime Capital, Brewer Lane Ventures & 10 others	56/100
2nd	Bridge 2015, Chicago (United States), Acquired	Cloud-based API-infrastructure for financial data, advanced analytics, and investment management solutions	$4.62M	MissionOG, FINTOP & 2 others	54/100
3rd	WealthEngine 1991, Bethesda (United States), Acquired	Wealth intelligence solutions to non-profit and commercial organizations	$13.2M	Comerica, QED Investors & 11 others	50/100
4th	Spokeo 2006, Pasadena (United States), Unfunded	People intelligence service: search, connect, and know who you're dealing with	-	-	48/100
5th	FinTron 2018, Westport (United States), Acquired	Digital wealth management solution	$11.8M	Aquila Capital Partners, GP Ventures & 2 others	43/100
6th	Particeep 2013, Paris (France), Acquired	Open banking API solutions for banks and financial institutions	$3.76M	Truffle Capital, Sopra Steria & 5 others	43/100
7th	Accord Fintech 2007, Mumbai (India), Seed	Developer of financial software and provider of market data feeds	$846K	D.M. Narang	41/100
8th	EGentic 2001, Frankfurt (Germany), Unfunded	Lead generation and marketing services	-	-	40/100
9th	Rapleaf 2006, Chicago (United States), Acqui-Hired	Real-Time Data and Emails verifications	$17M	Founders Fund, Rembrandt Partners & 9 others	39/100
10th	Ntropy 2019, New York (United States), Series A	Provider of financial data standardization and enrichment API	$14.2M	Lakestar, QED Investors & 5 others	39/100