WealthEngine

WealthEngine

WealthEngine is a provider of wealth intelligence and marketing services to nonprofit, luxury goods, retail, and financial organizations. The company offers a data-driven approach to analytics, prospecting, and marketing.On December 8, 2020 WealthEngine was acquired by Euromoney at a valuation of $14.5M.

Total funding
~$29M
HQ 🇺🇸
Bethesda, United States
Year founded
1991
Status
Acquired
People
Francis A Glowacki
Chief Executive Officer
Ronald Smith
Chief Financial Officer
Mike Lees
Chief Marketing Officer
Kimberly O'Donnell
Chief Marketing Officer
James Dean
Senior Vice President
John Funge
Senior Vice President
Jeff Lubitz
Senior Vice President
Mark D Logan
Chief Executive Officer, President
Bill Tedesco
Chief Executive Officer
Patrick Bischoff
President
Robert Latchford
Chief Financial Officer
Leo Scott
Chief Technology Officer
Rick Wilhelm
Chief Technology Officer
Dan Concannon
Executive Vice President
Cheryl Gustitus
Senior Vice President
Sameer Kasargod
Senior Vice President
Silas Matteson
Senior Vice President
Matt Melnick
Senior Vice President
Investors
Euromoney Institutional Investor
Paycheck Protection Program
Canadian Imperial Bank of Commerce
Eastward Capital Partners
Novak Biddle Venture Partners
Signatures Capital
Streamlined Ventures
HKB Capital
Cota Capital
QED Investors
Comerica
CIT GAP Funds
Categories
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