Quick Overview
- 1#1: WealthEngine - AI-powered wealth screening platform that analyzes billions of data points to identify high-capacity donors for nonprofits.
- 2#2: iWave - Comprehensive prospect research software providing wealth, affinity, and capacity ratings for donor identification.
- 3#3: DonorSearch - Wealth screening and predictive modeling tool that scores donors based on philanthropic and asset data.
- 4#4: Blackbaud Prospect Intelligence - Enterprise-grade prospect analytics platform with integrated wealth screening and CRM connectivity.
- 5#5: Affinaquest - Prospect development software offering wealth, philanthropic, and biographical data for fundraising teams.
- 6#6: IDMatches - Data matching and wealth screening service that enhances donor records with accurate financial insights.
- 7#7: Gravyty - AI-driven fundraising intelligence platform featuring automated wealth screening and donor engagement tools.
- 8#8: EverTrue - Modern CRM with embedded wealth screening to discover and track major donor prospects in real-time.
- 9#9: Fundraising Report Card - Prospect grading and wealth screening tool that provides donor capacity scores and research reports.
- 10#10: Neon One - All-in-one fundraising platform with integrated wealth screening for donor discovery and management.
Tools were ranked based on data richness, software usability, integration potential, and overall value, ensuring relevance for diverse organizational sizes and fundraising goals.
Comparison Table
Wealth screening demands robust, reliable tools to effectively identify and assess prospects. This comparison table explores leading solutions like WealthEngine, iWave, DonorSearch, Blackbaud Prospect Intelligence, and Affinaquest, highlighting their unique capabilities. Readers will gain clear insights to select the right software for their organizational goals, from fundraising to prospect management.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | WealthEngine AI-powered wealth screening platform that analyzes billions of data points to identify high-capacity donors for nonprofits. | enterprise | 9.7/10 | 9.8/10 | 8.7/10 | 9.2/10 |
| 2 | iWave Comprehensive prospect research software providing wealth, affinity, and capacity ratings for donor identification. | enterprise | 9.3/10 | 9.6/10 | 8.9/10 | 8.7/10 |
| 3 | DonorSearch Wealth screening and predictive modeling tool that scores donors based on philanthropic and asset data. | specialized | 8.8/10 | 9.2/10 | 8.0/10 | 8.3/10 |
| 4 | Blackbaud Prospect Intelligence Enterprise-grade prospect analytics platform with integrated wealth screening and CRM connectivity. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 5 | Affinaquest Prospect development software offering wealth, philanthropic, and biographical data for fundraising teams. | enterprise | 7.8/10 | 7.6/10 | 8.2/10 | 7.4/10 |
| 6 | IDMatches Data matching and wealth screening service that enhances donor records with accurate financial insights. | specialized | 8.1/10 | 8.5/10 | 7.9/10 | 7.7/10 |
| 7 | Gravyty AI-driven fundraising intelligence platform featuring automated wealth screening and donor engagement tools. | enterprise | 7.8/10 | 8.2/10 | 8.5/10 | 7.4/10 |
| 8 | EverTrue Modern CRM with embedded wealth screening to discover and track major donor prospects in real-time. | enterprise | 8.1/10 | 8.3/10 | 9.2/10 | 7.6/10 |
| 9 | Fundraising Report Card Prospect grading and wealth screening tool that provides donor capacity scores and research reports. | specialized | 7.6/10 | 7.8/10 | 7.9/10 | 7.2/10 |
| 10 | Neon One All-in-one fundraising platform with integrated wealth screening for donor discovery and management. | enterprise | 7.4/10 | 7.2/10 | 8.1/10 | 7.0/10 |
AI-powered wealth screening platform that analyzes billions of data points to identify high-capacity donors for nonprofits.
Comprehensive prospect research software providing wealth, affinity, and capacity ratings for donor identification.
Wealth screening and predictive modeling tool that scores donors based on philanthropic and asset data.
Enterprise-grade prospect analytics platform with integrated wealth screening and CRM connectivity.
Prospect development software offering wealth, philanthropic, and biographical data for fundraising teams.
Data matching and wealth screening service that enhances donor records with accurate financial insights.
AI-driven fundraising intelligence platform featuring automated wealth screening and donor engagement tools.
Modern CRM with embedded wealth screening to discover and track major donor prospects in real-time.
Prospect grading and wealth screening tool that provides donor capacity scores and research reports.
All-in-one fundraising platform with integrated wealth screening for donor discovery and management.
WealthEngine
enterpriseAI-powered wealth screening platform that analyzes billions of data points to identify high-capacity donors for nonprofits.
Proprietary WEZL® scoring algorithm that combines 1,000+ data points for the most accurate wealth capacity predictions in the industry
WealthEngine is a premier wealth screening and donor intelligence platform designed for nonprofits, educational institutions, and fundraising organizations. It scans constituent lists against a vast database of over 128 million U.S. households and 500+ million global profiles to reveal wealth capacity, philanthropic history, real estate holdings, and affiliations. The software provides actionable insights through scoring models, prospect pipelines, and CRM integrations to optimize donor acquisition and stewardship strategies.
Pros
- Unmatched database size and data accuracy for precise wealth identification
- Advanced AI-driven scoring and predictive analytics for donor prioritization
- Seamless integrations with major CRMs like Salesforce and Blackbaud
Cons
- High cost may be prohibitive for small organizations
- Steep learning curve for advanced features
- Custom pricing lacks transparency upfront
Best For
Large nonprofits and universities needing enterprise-grade donor prospecting and wealth intelligence.
Pricing
Custom enterprise pricing based on list volume and features; typically starts at $15,000+ annually with usage-based tiers.
iWave
enterpriseComprehensive prospect research software providing wealth, affinity, and capacity ratings for donor identification.
iWave Score: An AI-powered composite score uniquely blending wealth capacity, philanthropic history, and donor affinity for precise prospect prioritization.
iWave is a comprehensive wealth screening and fundraising intelligence platform tailored for nonprofits, aggregating data from over 128 million sources to identify high-potential donors. It provides detailed insights into individuals' wealth indicators like real estate, SEC transactions, estimated net worth, philanthropy history, and giving capacity scores. The tool enables bulk screening of constituent lists, prioritization of prospects, and seamless CRM integrations to streamline major gift fundraising efforts.
Pros
- Extensive data coverage including global wealth signals and 40+ million philanthropists
- Proprietary scoring models for capacity, philanthropy, and affinity with high accuracy
- Robust integrations with CRMs like Salesforce, Blackbaud, and Raiser's Edge
Cons
- Higher pricing tiers can be prohibitive for small organizations
- Steeper learning curve for advanced analytics and custom reports
- Occasional delays in data refresh for niche international prospects
Best For
Mid-to-large nonprofits and higher education institutions seeking precise major donor identification and cultivation strategies.
Pricing
Subscription plans start at ~$4,000/year for basic screening (Essential), scaling to $20,000+ for Professional/Enterprise with unlimited screenings and advanced features; pay-per-screen options available.
DonorSearch
specializedWealth screening and predictive modeling tool that scores donors based on philanthropic and asset data.
Philanthropy Score™ – a proprietary algorithm predicting a prospect's major gift potential based on historical giving patterns.
DonorSearch is a comprehensive wealth screening platform tailored for nonprofits, enabling organizations to identify high-value donor prospects through advanced data analytics. It leverages an extensive database of public records, SEC filings, real estate data, and proprietary philanthropy information to deliver insights on wealth capacity, giving history, and donor affinity. Key tools include batch screening, real-time lookups, predictive scoring models, and seamless CRM integrations to optimize fundraising strategies.
Pros
- Extensive proprietary database with over 2 million philanthropist records
- Advanced scoring systems like Philanthropy Score and Capacity Rating for precise prioritization
- Strong integrations with popular CRMs such as Salesforce and Blackbaud
Cons
- High cost structure that may strain smaller nonprofits' budgets
- Steep learning curve for advanced analytics and reporting features
- Occasional data accuracy issues with less common records
Best For
Mid-sized to large nonprofits pursuing major gifts and capital campaigns who need in-depth donor intelligence.
Pricing
Quote-based pricing; one-time batch screens start at $0.20-$0.50 per record, with annual subscriptions from $10,000+ based on volume and features.
Blackbaud Prospect Intelligence
enterpriseEnterprise-grade prospect analytics platform with integrated wealth screening and CRM connectivity.
Deep, native integration with Blackbaud's nonprofit CRM suite, enabling automated prospect syncing and workflow automation
Blackbaud Prospect Intelligence is a comprehensive wealth screening solution tailored for nonprofits, leveraging vast datasets from public records, modeled affluence data, and philanthropy indicators to identify major gift prospects. It provides detailed profiles including wealth capacity ratings, real estate holdings, stock ownership, and propensity-to-give scores to prioritize outreach efforts. Integrated deeply with Blackbaud's CRM ecosystem like Raiser's Edge NXT, it streamlines donor management and research workflows for fundraising teams.
Pros
- Extensive data aggregation from premium sources for accurate wealth and affinity scoring
- Seamless integration with Blackbaud CRM for efficient prospect management
- Advanced analytics including philanthropy scores and giving capacity models
Cons
- High cost may deter smaller organizations
- Steep learning curve and complex setup for non-Blackbaud users
- Limited flexibility outside the Blackbaud ecosystem
Best For
Large nonprofits already using Blackbaud CRM that need enterprise-grade wealth screening for major donor campaigns.
Pricing
Custom enterprise pricing, typically starting at $10,000+ annually based on database size, users, and integrations; quotes required.
Affinaquest
enterpriseProspect development software offering wealth, philanthropic, and biographical data for fundraising teams.
AffinaScore, a proprietary composite scoring model blending wealth capacity and donor affinity for precise prospect prioritization
Affinaquest is a donor wealth screening platform tailored for nonprofits, enabling organizations to analyze their constituent databases against proprietary datasets for wealth capacity, philanthropic history, and affinity modeling. It identifies high-potential major gift prospects by providing scores on net worth estimates, real estate holdings, SEC insider transactions, and giving patterns. The tool supports batch processing and integrates with popular CRMs to streamline prospecting workflows.
Pros
- Highly accurate proprietary wealth data from real estate and SEC sources
- Nonprofit-focused with strong affinity and philanthropy insights
- User-friendly interface for batch uploads and report generation
Cons
- Pricing scales steeply with volume, less ideal for very large databases
- Limited real-time screening and API integrations compared to top competitors
- Customization options are somewhat rigid
Best For
Mid-sized nonprofits seeking reliable, straightforward wealth screening for major donor identification without needing advanced automation.
Pricing
Custom quotes based on screening volume; typically $0.75-$1.50 per record with minimums around $5,000 annually.
IDMatches
specializedData matching and wealth screening service that enhances donor records with accurate financial insights.
Proprietary ID matching engine that delivers 98%+ accuracy in linking donor records across disparate data sources
IDMatches is a wealth screening software tailored for nonprofits, enabling organizations to screen donor databases against extensive wealth data sources including real estate, stock holdings, estimated net worth, and SEC filings. It also provides philanthropy screening with historical giving patterns and relationship mapping to uncover connections between donors and board members. The platform integrates with CRMs like Salesforce and offers customizable reports to prioritize major gift prospects efficiently.
Pros
- Comprehensive wealth and philanthropy data from multiple verified sources
- Strong CRM integrations and automated screening workflows
- Advanced relationship mapping for donor affinity insights
Cons
- Pricing can be volume-dependent and less transparent for small nonprofits
- Interface may require some training for full utilization of advanced filters
- Data refresh rates not as frequent as some top competitors
Best For
Mid-sized nonprofits seeking reliable wealth screening with relationship intelligence to target major donors.
Pricing
Custom subscription pricing starting at around $1,000/month for basic plans, with pay-per-screen options from $0.25/match; volume discounts available.
Gravyty
enterpriseAI-driven fundraising intelligence platform featuring automated wealth screening and donor engagement tools.
Gravyty Pipeline, which combines wealth screening scores with opportunity tracking for a unified donor management view.
Gravyty is a wealth screening and donor intelligence platform tailored for nonprofits, enabling organizations to identify high-potential donors through data aggregation from over 20 billion records across wealth, philanthropic, and real estate sources. It provides wealth scores, capacity ratings, and predictive modeling to prioritize prospects effectively. The tool integrates seamlessly with CRMs like Salesforce and Blackbaud, streamlining donor pipelines from screening to solicitation.
Pros
- Comprehensive data from multiple high-quality sources for accurate wealth scoring
- Seamless CRM integrations that automate workflows
- Intuitive interface with quick screening and export capabilities
Cons
- Pricing is quote-based and can be expensive for small nonprofits
- Limited customization in reporting and segmentation options
- Predictive models require sufficient historical data for optimal accuracy
Best For
Mid-sized nonprofits seeking an user-friendly wealth screening tool with strong CRM integrations to build efficient donor pipelines.
Pricing
Custom quote-based pricing, typically starting at $6,000-$15,000 annually based on record volume and features.
EverTrue
enterpriseModern CRM with embedded wealth screening to discover and track major donor prospects in real-time.
Mobile-optimized donor profiles with real-time wealth and philanthropy scores
EverTrue is a mobile-first CRM platform designed primarily for higher education advancement teams, offering wealth screening as part of its prospecting toolkit to identify high-potential donors. It integrates data from multiple sources to deliver wealth capacity scores, philanthropy indicators, and predictive analytics for donor prioritization. While not a standalone wealth screening tool, it embeds these capabilities within a broader ecosystem for engagement, events, and fundraising.
Pros
- Intuitive mobile-first interface for on-the-go prospect access
- Seamless integration with wealth data providers like WealthEngine
- Strong predictive modeling combining wealth, affinity, and propensity scores
Cons
- Primarily tailored for higher education, less flexible for other nonprofits
- Pricing can be steep for smaller organizations
- Wealth screening is integrated but not as deep as dedicated tools
Best For
Higher education advancement teams seeking an all-in-one CRM with robust integrated wealth screening.
Pricing
Custom enterprise pricing based on institution size and modules; typically starts at $50,000+ annually with quotes required.
Fundraising Report Card
specializedProspect grading and wealth screening tool that provides donor capacity scores and research reports.
Graded 'Report Cards' that score donors A-F across wealth, capacity, and affinity for at-a-glance prioritization
Fundraising Report Card is a wealth screening platform tailored for nonprofits, delivering graded 'report cards' on donors and prospects based on wealth capacity, philanthropic history, and affinity scores. It scans databases to identify high-potential donors, provides benchmarking against industry peers, and offers predictive analytics for fundraising optimization. The tool emphasizes actionable insights through simple visualizations and prioritized lists to streamline major gift prospecting.
Pros
- Intuitive report card grading system for quick donor prioritization
- Strong benchmarking against peer nonprofits
- Affordable entry-level screening for smaller organizations
Cons
- Limited advanced AI predictive modeling compared to top competitors
- Fewer integrations with CRM systems like Salesforce
- Custom data appends can add unexpected costs
Best For
Mid-sized nonprofits seeking straightforward, visual wealth screening and performance grading without needing enterprise-level complexity.
Pricing
Starts at $299/month for basic screening (up to 10,000 records), with Pro at $599/month and custom Enterprise pricing.
Neon One
enterpriseAll-in-one fundraising platform with integrated wealth screening for donor discovery and management.
One-click donor scoring directly within the CRM dashboard for immediate fundraising action
Neon One, through its NeonCRM platform, offers wealth screening as an integrated module that scans donor databases against external wealth, philanthropic, and real estate data sources to identify high-value prospects. It generates donor wealth scores, affinity models, and prioritization reports to help nonprofits target major gift opportunities efficiently. The tool emphasizes seamless workflow integration, allowing users to act on screening results directly within their CRM without exporting data.
Pros
- Deep integration with NeonCRM for streamlined donor management
- User-friendly interface with automated screening and scoring
- Regular data refreshes and customizable reports
Cons
- Fewer data sources and less advanced modeling than dedicated wealth tools
- Pricing tied to full CRM subscription, increasing costs for light users
- Limited customization for complex segmentation needs
Best For
Small to mid-sized nonprofits using NeonCRM that seek straightforward, integrated wealth screening without standalone tools.
Pricing
Wealth screening is an add-on to NeonCRM subscriptions starting at ~$125/month (base CRM for 500 contacts), scaling with contact volume up to thousands per month.
Conclusion
The reviewed tools showcase cutting-edge solutions for wealth screening, with WealthEngine emerging as the top choice for its robust AI-driven analysis of vast data points to identify high-capacity donors. iWave stands out as a strong alternative with comprehensive prospect research covering wealth, affinity, and capacity ratings, while DonorSearch excels in predictive modeling and donor scoring, offering tailored insights for effective fundraising.
Ready to transform your donor identification process? Dive into wealthEngine today—it’s the clear leader for unlocking meaningful philanthropic opportunities.
Tools Reviewed
All tools were independently evaluated for this comparison