CTOs on the Move

WealthEngine

www.wealthengine.com

 
For more than two decades, WealthEngine has provided wealth intelligence solutions to help fundraising, marketing and business development professionals create strategies to extend their reach and build their prospect pipeline. Our track record of success spans across 21+ years, 3,700+ clients and millions of fundraising dollars raised. Headquartered in Bethesda, MD, WealthEngine provides clients in the United States and the United Kingdom with solutions that provide a complete picture of the people they already know, and tools to find new people they would like to get to know. We work with nonprofits, hospitals, institutions of higher education, political campaigns ...
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Rick Wilhelm
Chief Technology Officer Profile

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Introhive

Introhive is a relationship data science platform for CRM that helps drive user adoption and consumption of CRM data. The software reduces the number of clicks that end users need to make in order to have the system work for them while helping to maintain clean and accurate data within the system. The Introhive platform puts a focus on email and mobility in order to enable end users to use CRM where they work the most while supporting their fast paced environments. * Data Entry – Introhive simplifies how users use CRM through automation, by reducing the number of clicks they have to make in order to log new contacts, activities and call reports. * Data Extraction - Introhive will proactively send pre-meeting digests to help people prepare for their meetings. These digests can be customized for the organization and typically include meeting attendee profiles, current news/financials, holdings information, as well as CRM and relationship data. * Relationship Mapping - Introhive puts the context of relationships behind contacts in CRM, helping the organization to understand “who knows who” between their employees and the outside world. This helps relationship managers put data science behind key contacts in order to drive revenue, build coverage models, and increase client retention. Introhive is a venture-funded company with investors that include Build Ventures, GAP CIT, Fortify, Growthworks, NBIF and Salesforce.com. The company was founded in 2012.