WealthEngine

Wealth intelligence and prospect research for nonprofit organizations and financial services companies.

Launch date

1991

Employees

Market cap

Enterprise valuation

Bethesda Maryland (HQ)

Date	Investors	Amount	Round
-	RONAholdings Southern Capitol Ventures	N/A	-
Mar 2010	QED Investors Novak Biddle Venture Partners	$5.0m	Series A
Jan 2011	Comerica Bank	$2.5m	Seed
Apr 2012	CIT GAP Funds	N/A	Seed
Dec 2012	N/A	$1.2m	Debt
May 2014	Streamlined Ventures SGH Capital Signatures Capital Novak Biddle Venture Partners	$5.1m	Series B
Mar 2019	Streamlined Ventures Signatures Capital Novak Biddle Venture Partners	$6.5m	Debt
May 2022*	Altrata	N/A	Acquisition
Total Funding		€11.5m