WealthEngine Alternatives (January 2026)

WealthEngine offers wealth screening and search, customer segmentation and modeling, donor analysis. Get your free demo today.

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1.
Wealth-X Professional - Wealth-X
https://wealth
.com/products/professional/

Wealth-X Professional provides access to the world’s most robust collection of curated research and intelligence on high net worth and UHNW.

2.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

3.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

4.
Home - InvestCloud
https://investclou
.com/

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

5.
Fundmetric AI - Fundraising Software That Learns
https://www.fundmetri
.com/

Fundmetric is the world's first fundraising real-time analytics platform that uses artificial intelligence to understand, predict and serve donors. Welcome to a smarter way of fundraising.

6.
Enigma: Home
https://www.enigm
.com/

Foundational entity data for sales & marketing campaigns, KYB & customer onboarding, underwriting, and sanctions compliance screening.

7.
HOME - 20 miles
https://20mile
.us/

20 Miles is a simple Customer Data Platform designed for the insurance industry for producers to win new business through prospecting and referrals. 20 Miles is a simple Customer Data Platform designed for the insurance industry for producers to win new business through prospecting and referrals.

8.
Home - Vee | Grants and Social Media Management for Nonprofits
https://ve
.com/

Save time and focus on your core mission. Get the social media reach you need to make an impact and attract donations, or handle grant applications from A to Z.

9.
Consumer Purchase Data Tools - Affinity Solutions
https://www.affinit
.solutions/

Affinity Solutions is the leading consumer purchase data and insight solution, helping financial companies and brands analyze customer behavior for growth.