What Does WealthEngine Do?

Total employees36
HeadquartersBethesda
FoundedN/A

WealthEngine is a leading provider of wealth intelligence and marketing services for luxury brands, financial services, and non-profit organizations. They leverage proprietary data sets, AI, and machine learning to help clients identify, understand, and engage with affluent prospects and donors. Their platform offers solutions for wealth screening, prospect research, audience segmentation, and data enrichment, enabling more effective fundraising, sales, and marketing strategies by providing deep insights into individuals' wealth, lifestyle, and philanthropic indicators.

Where Is WealthEngine's Headquarters?

WealthEngine officeWealthEngine officeWealthEngine officeWealthEngine office
*Images sourced via web search. Rights belong to original owners

HQ Function

The Bethesda headquarters serves as the central hub for executive leadership, product development, engineering, data science, sales, marketing, and customer support operations.

Notable Features:

The office is likely a modern workspace designed to foster collaboration and innovation, situated in a well-connected urban area with access to various amenities.

Work Culture:

WealthEngine's work culture is described as data-driven, customer-focused, and innovative. Employees often highlight a collaborative environment that encourages learning and professional growth, with a strong emphasis on leveraging technology to solve client challenges.

HQ Significance:

This location is strategically important due to its proximity to a diverse talent pool, other technology companies, and key client sectors on the East Coast. It acts as the nerve center for strategic decision-making and global operations.

Values Reflected in HQ: The headquarters likely reflects values of precision, innovation, and client-centricity through its operational setup and technological infrastructure.

Location:

While headquartered in the US with primary operations focused on North American clients, WealthEngine's data and insights can support organizations with international prospecting needs, particularly for identifying and understanding high-net-worth individuals across various developed markets. Their services are utilized by global luxury brands, international nonprofits, and financial institutions with a global HNW clientele.

Street Address:

7910 Woodmont Ave, Suite 800

City:

Bethesda

State/Province:

MD

Country:

USA

Where Else Does WealthEngine Operate Around the World?

Fort Lauderdale, FL/USA

Address: Information on a specific street address for a distinct Fort Lauderdale office is not consistently publicized; operations may be remote or sales-focused in this region.

To provide localized support and market penetration in a key region with a high concentration of wealth and relevant industries for WealthEngine's services.

Buying Intent Signals for WealthEngine

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading WealthEngine? Meet the Executive Team

As of April 2025, WealthEngine' leadership includes:

Archana Agnihotri - Chief Executive Officer
Jim Fackler - Chief Product Officer
Nate Troup - SVP, Sales and Customer Success
PV Boccasam - Founder & Board Member

Who's Investing in WealthEngine?

WealthEngine has been backed by several prominent investors over the years, including:

ABS Capital Partners
Guidepost Growth Equity (formerly LLR Partners)
Volition Capital (formerly Fidelity Ventures)

What Leadership Changes Has WealthEngine Seen Recently?

Hire0
Exits0

Based on publicly available information, WealthEngine's core executive team has remained relatively stable over the past 12 months with no major C-suite hires or departures announced. Archana Agnihotri has been CEO since August 2020.

What Technology (Tech Stack) Is Used byWealthEngine?

Discover the tools WealthEngine uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

WealthEngine Email Formats and Examples

WealthEngine commonly uses the email format combining the first initial and last name. Other formats might exist but this is a frequently observed pattern for companies of its type.

[first_initial][last]@wealthengine.com

Format

aagnihotri@wealthengine.com

Example

80%

Success rate

What's the Latest News About WealthEngine?

WealthEngine Blog • October 26, 2023

WealthEngine news title: WealthEngine Named Leader in Prospect Research Tools by G2

WealthEngine announced it has been recognized as a Leader in the G2 Fall 2023 Grid® Report for Prospect Research Tools. This recognition is based on receiving a high Customer Satisfaction score and having a large Market Presence....more

PR Newswire • September 12, 2023

WealthEngine news title: WealthEngine Launches WE Amplify, a New Digital Advertising Solution for Prospecting High-Net-Worth Individuals

WealthEngine launched WE Amplify, a new solution designed to help marketers reach affluent individuals through targeted digital advertising campaigns across various platforms....more

Business Wire • May 16, 2022

WealthEngine news title: WealthEngine Partners With Provenir to Provide Clients With Deeper Consumer Financial Insights

WealthEngine announced a partnership with Provenir, a global leader in AI-powered risk decisioning software. This collaboration allows WealthEngine to integrate Provenir's data into its platform, offering clients enhanced financial insights for wealth screening and prospecting....more

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