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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.
The Bethesda headquarters serves as the central hub for executive leadership, product development, engineering, data science, sales, marketing, and customer support operations.
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.
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.
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.
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.
7910 Woodmont Ave, Suite 800
Bethesda
MD
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.
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As of April 2025, WealthEngine' leadership includes:
WealthEngine has been backed by several prominent investors over the years, including:
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.
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 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
WealthEngine Blog • October 26, 2023
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 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 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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