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Wealth Engine fintech-blockchain
Bethesda, US · Founded 2010 · 1,063 employees on LinkedIn · 5 known investors
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WealthEngine offers a wealth-intelligence platform that applies machine learning to billions of data points to create pre-scored profiles indicating individuals' wealth, giving capacity, and propensity to donate, invest, or spend. It serves fundraising, nonprofit, and sales/marketing teams who use these insights for prospecting, segmentation, and personalized outreach, integrating with existing CRM and DMS systems.
Founders & leadership
RF
Ronald F. SmithSenior Vice President & CFO2010–2014Ronald F. Smith has spent over 30 years in business, including a decade in public accounting and two decades in private industry, serving as Chief Financial Officer of eight technology-based companies since 1987 and raising more than $150 million in venture capital and debt financing. He has managed mergers and acquisitions, led due diligence efforts, and oversaw finance, accounting, legal, and software operations for technology companies.
FA
Francis A. GlowackiExecutive
PB
PV BóccasamPV Bóccasam is a founder and operator with experience across multiple enterprise software companies, including roles at Microsoft and as founder or early investor in identity management, RegTech, automation, supply-chain, cybersecurity, and fintech ventures. He has served as a general partner at an early-stage venture fund and as an operating partner in private equity.
Board
BY
Babak YazdaniBoard director
A(
A.G.W. (Jack) Biddle, IIIBoard director
PB
PV BoccasamBoard director
DP
Donald PyleBoard director
Investors · 5
Novak Biddle Venture Partnerslisted by Novak Biddle Venture PartnersBethesda · $100K – $10M
How we know: Novak Biddle Venture Partners's portfolio page · funding news · Not right? Tell us
Streamlined Ventureslisted by Streamlined VenturesPalo Alto · $100K – $1M
How we know: Streamlined Ventures's portfolio page · Not right? Tell us
Hercules Capital, Inc.reportedSan Mateo
How we know: a partner's Signal profile · Not right? Tell us
QED InvestorsreportedAlexandria · $30K – $20M
How we know: funding news · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$5.1M disclosed across 1 round · 2014
▶$5.1MraisedMay 2014 · 9 investors · Other TechnologyRule 506(b)
▶$5.1MraisedMay 2014 · 9 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Babak YazdaniDirector
- A.G.W. (Jack) Biddle, IIIDirector
- Ronald F. SmithExecutive Officer
- PV BoccasamDirector
- Donald PyleDirector
- Francis A. GlowackiExecutive Officer, Director
- Offering amount
- $5.1M
- Amount sold
- $5.1M
- First sale
- Apr 2014
- Incorporated
- Corporation, Delaware, 2010
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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BetterWorldBetterWorld offers crowdfunding software designed specifically for nonprofits and organizations to run fundraising campaigns with built-in features like live progress tracking, donor perks, and social sharing. The platform combines crowdfunding with auctions, donations, and impact giving on a single interface, serving organizations undertaking planned, purposeful work.
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Companies working in the same space as Wealth Engine fintech-blockchain.
Frequently asked questions
- What does Wealth Engine fintech-blockchain do?
- WealthEngine offers a wealth-intelligence platform that applies machine learning to billions of data points to create pre-scored profiles indicating individuals' wealth, giving capacity, and propensity to donate, invest, or spend. It serves fundraising, nonprofit, and sales/marketing teams who use these insights for prospecting, segmentation, and personalized outreach, integrating with existing CRM and DMS systems.
- Who are Wealth Engine fintech-blockchain's investors?
- Wealth Engine fintech-blockchain's investors include Novak Biddle Venture Partners, SGH Capital, Streamlined Ventures, Hercules Capital, Inc., QED Investors.
- How much funding has Wealth Engine fintech-blockchain raised?
- Wealth Engine fintech-blockchain has disclosed $5.1M raised across 1 round.
- Where is Wealth Engine fintech-blockchain headquartered?
- Wealth Engine fintech-blockchain is headquartered in Bethesda, US.