15 Best Wealth Screening Tools for Data-Driven Fundraising Success
Finding the right people to approach is often harder than actually asking for support. Whether you are a nonprofit fundraiser, a university advancement officer, or a business aiming to connect with high-net-worth individuals, guessing who has the capacity to give can waste valuable time, effort, and opportunities. This is where wealth screening tools make a real difference.
Instead of relying on assumptions, these tools use verified data such as property ownership, business interests, philanthropic giving history, and professional influence to identify individuals who not only have the capacity to give but are also more likely to engage. Some platforms focus on charitable giving, while others specialize in executive wealth or ultra-high-net-worth profiles, but the objective remains the same: smarter targeting and more meaningful conversations.
What are Wealth Screening Tools
Wealth Screening Tools are software solutions that help organizations identify and evaluate individuals based on their financial capacity and likelihood to contribute. These tools use reliable data such as property ownership, business affiliations, executive roles, philanthropic giving history, and public records to build accurate prospect profiles. Instead of relying on assumptions or manual research, organizations can use wealth screening to make informed decisions about whom to approach and how to engage them.
These tools are widely used by nonprofits, universities, foundations, and institutions involved in fundraising or relationship-based outreach. By analyzing both wealth indicators and behavioral signals, wealth screening platform help prioritize high-value prospects and tailor communication strategies. This results in more relevant conversations, higher response rates, and improved long-term relationships. Overall, wealth screening software enable data-driven planning, save valuable time, and increase confidence during major gift discussions, making fundraising and outreach efforts more strategic, focused, and effective.
Why Wealth Screening Tools Matter More Than Ever
- Stop guessing and start targeting: Wealth screening software remove the guesswork from prospecting by using verified financial and behavioral data. Instead of approaching everyone the same way, you can focus on individuals who actually have the capacity and likelihood to engage.
- Save time for what really matters: Manual research can take hours for a single prospect. These tools automate data collection and analysis, freeing up time for relationship building, strategy, and meaningful conversations.
- Improve success rates for outreach: When outreach is backed by accurate wealth and interest insights, messages feel more relevant and personalized. This significantly increases response rates and long-term engagement.
- Support data-driven decision making: From campaign planning to portfolio management, wealth screening provides clarity. Teams can set realistic goals, prioritize high-value prospects, and allocate resources more effectively.
- Gain confidence in major gift conversations: Knowing a prospect’s capacity and background helps fundraisers and relationship managers approach conversations with confidence and credibility.
How to Choose the Right Wealth Screening Tool for Your Needs
- Balance cost with long-term value: Cheaper tools may limit data accuracy, while premium tools offer deeper insights. The right choice depends on your scale, budget, and how critical high-quality prospecting is to your strategy.
- Define your primary goal first: Some tools are built for nonprofit fundraising, while others focus on executive wealth or ultra-high-net-worth individuals. Knowing whether you need donor insights, relationship mapping, or business intelligence makes selection easier.
- Look at data depth, not just data volume: A large database is useful, but relevance matters more. Choose a tool that provides meaningful indicators like giving history, asset ownership, or influence—not just surface-level details.
- Check integration capabilities: The best tools fit seamlessly into your existing CRM or workflow. Smooth integrations reduce manual work and ensure insights are actually used, not ignored.
- Consider ease of use for your team: Powerful features are only valuable if your team can use them confidently. Intuitive dashboards and clear reports make adoption faster and results more consistent.
List of Top 15 Best Wealth Screening Tools
1. WealthEngine
Website: https://www.wealthengine.com
WealthEngine is the most widely used wealth screening platform, especially popular among nonprofits, higher education institutions, and fundraising professionals. The platform helps organizations identify high-net-worth individuals by analyzing a combination of philanthropic giving history, real estate ownership, business affiliations, and lifestyle indicators. Its data-driven insights allow teams to prioritize prospects with the highest likelihood of making significant donations.
Beyond basic screening, WealthEngine offers predictive analytics and custom scoring models that help users understand not just capacity, but also affinity and intent. This makes it especially useful for long-term donor strategy and campaign planning. The tool integrates well with major CRMs, enabling continuous wealth monitoring and updated prospect insights over time.
Top Features
- Comprehensive wealth and philanthropic data
- Predictive donor scoring and ratings
- Real-time prospect monitoring
- CRM integrations (Salesforce, Blackbaud, etc.)
- Customizable wealth indicators
Pricing:
- Available on request
2. DonorSearch
Website: https://www.donorsearch.net
DonorSearch is a robust wealth screening and prospect research tool designed primarily for nonprofits and fundraising organizations. It combines wealth indicators with philanthropic data to help users uncover donors who not only have the capacity to give, but also a demonstrated history of charitable contributions. Its data accuracy and depth make it a trusted solution for major gift officers.
The platform stands out for its focus on actionable insights, offering clear prospect profiles that simplify donor outreach strategies. DonorSearch also emphasizes ethical data usage and compliance, making it a reliable option for organizations concerned about data governance. Continuous data updates ensure that prospect profiles remain relevant and useful.
Top Features
- Detailed philanthropic giving history
- Wealth indicators and capacity ratings
- Prospect profiles with actionable insights
- Data compliance and ethical sourcing
- Fundraising and CRM software integrations
Pricing:
- Available on request
3. iWave
Website: https://www.iwave.com
iWave is a powerful wealth screening tools and prospect research platform that helps organizations identify, qualify, and prioritize high-value prospects. It aggregates data from multiple sources to provide a comprehensive view of an individual’s wealth, charitable interests, and engagement potential. The tool is widely used by nonprofits, universities, and healthcare foundations.
One of iWave’s strengths is its user-friendly interface combined with advanced analytics. Users can quickly screen large donor lists or perform in-depth research on individual prospects. With real-time data updates and intuitive dashboards, iWave supports both strategic planning and day-to-day fundraising activities.
Top Features
- Real-time wealth and philanthropic data
- Bulk and individual prospect screening
- Custom scoring and ratings
- Easy-to-use dashboards and reports
- CRM integrations
Pricing:
| Starter | Professional | Premium |
| Starting at $4150 | Starting at $5350 | Available on request |
4. Blackbaud Target Analytics (Wealth Screening)
Website: https://www.blackbaud.com
Blackbaud Target Analytics offers a sophisticated wealth screening solution tailored for organizations already using the Blackbaud ecosystem. It leverages advanced analytics and proprietary data models to identify donors with high giving potential. The tool is especially effective for large-scale fundraising campaigns and capital drives.
What sets this platform apart is its strong focus on predictive modeling. By analyzing past donor behavior and external wealth indicators, it helps organizations anticipate future giving patterns. Seamless integration with Blackbaud’s fundraising and CRM products makes it a natural choice for existing Blackbaud users.
Top Features
- Predictive analytics for donor potential
- Proprietary wealth and giving models
- Seamless Blackbaud CRM integration
- Campaign and portfolio insights
- Scalable for large donor databases
Pricing:
- Available on request
5. GivingDNA
Website: https://www.givingdna.com
GivingDNA is a modern wealth screening tools and donor intelligence platform designed to provide deeper insight into donor behavior and capacity. It goes beyond traditional wealth indicators by combining financial data with engagement and giving patterns, helping organizations understand both “how much” and “why” a donor might give.
The platform is known for its clean interface and visual dashboards, making complex data easy to interpret. GivingDNA is particularly useful for organizations that want to segment donors effectively and personalize outreach strategies based on data-backed insights.
Top Features
- Donor wealth and engagement analysis
- Visual dashboards and reporting
- Donor segmentation tools
- Predictive giving insights
- CRM integration
Pricing:
- Available on request
6. Gravyty
Website: https://gravyty.com
Gravyty is an AI-powered wealth screening and fundraising intelligence platform designed to help organizations identify, engage, and retain high-value donors. It uses machine learning to analyze donor data, wealth indicators, and engagement history to surface prospects with the highest potential. This makes it especially useful for advancement teams looking to prioritize outreach efficiently.
What differentiates Gravyty is its focus on proactive engagement. Instead of just showing who has wealth, it highlights who is most likely to give right now. By automating insights and recommendations, the platform helps fundraisers spend more time building relationships and less time analyzing spreadsheets.
Top Features
- AI-driven donor insights
- Wealth and engagement scoring
- Automated prospect prioritization
- Fundraiser performance analytics
- CRM integrations
Pricing:
- Available on request
7. Windfall
Website: https://www.windfall.com
Windfall is a modern wealth intelligence and wealth screening tools platform that uses advanced data science to identify high-net-worth individuals at scale. It pulls from a wide range of financial and lifestyle signals to deliver accurate net worth estimates, making it valuable for nonprofits, fintech companies, and mission-driven organizations alike.
The platform excels in real-time data enrichment and bulk screening, allowing users to continuously monitor changes in wealth status. Windfall’s API-first approach also makes it easy to integrate wealth insights directly into internal systems, enabling smarter targeting and personalization.
Top Features
- Real-time net worth estimation
- Bulk and ongoing wealth screening
- API-based data enrichment
- High accuracy scoring models
- CRM and data platform integrations
Pricing:
- Available on request
8. RelSci (Relationship Science)
Website: https://www.relsci.com
RelSci is a relationship intelligence and wealth screening platform that helps organizations uncover influential connections alongside financial capacity. It combines wealth data with relationship mapping to show how prospects are connected to board members, donors, executives, or alumni, making it especially effective for strategic outreach.
Rather than focusing only on net worth, RelSci emphasizes access and influence. This allows teams to approach prospects through warm introductions, increasing engagement success. The platform is commonly used by nonprofits, financial institutions, and corporate development teams.
`Top Features
- Relationship and influence mapping
- Wealth and professional data
- Warm introduction identification
- Prospect and network analysis
- CRM integrations
Pricing:
- Available on request
9. BoardEx
Website: https://www.boardex.com
BoardEx is a powerful people intelligence and wealth research platform and one of the leading wealth screening tools, known for its deep coverage of corporate executives, board members, and business leaders. It is widely used to identify affluent individuals through professional networks, leadership roles, and equity ownership.
The platform is particularly valuable for organizations targeting ultra-high-net-worth individuals and corporate influencers. By focusing on career history, board positions, and organizational ties, BoardEx provides a different but highly effective lens on wealth identification and prospect qualification.
Top Features
- Executive and board-level intelligence
- Corporate ownership and affiliation data
- Network and relationship mapping
- High-net-worth individual identification
- Advanced search and filtering
Pricing:
- Available on request
10. LexisNexis Wealth Screening
Website: https://risk.lexisnexis.com
LexisNexis Wealth Screening leverages extensive public records and proprietary databases to identify individuals with significant financial capacity. It analyzes assets such as real estate, business ownership, and luxury indicators to provide a comprehensive view of wealth.
This tool is often chosen by organizations that value data depth and reliability. Its strong compliance standards and audit-ready data make it suitable for institutions that require highly defensible prospect research. LexisNexis also supports large-scale screenings with consistent accuracy.
Top Features
- Public records–based wealth analysis
- Real estate and asset ownership data
- Business affiliation insights
- Large-scale batch screening
- Strong compliance and data governance
Pricing:
- Available on request
11. Clearbit (Wealth & Firmographic Enrichment)
Website: https://clearbit.com
Clearbit is a data enrichment platform that enhances individual and company profiles with firmographic and financial insights. While not a traditional nonprofit-only solution, it is often included among modern wealth screening platforms used to identify high-value individuals by analyzing company revenue, executive roles, funding history, and business growth indicators.
Clearbit is especially useful for organizations targeting entrepreneurs, founders, and senior executives. Its real-time enrichment and automation capabilities allow teams to continuously update records and identify affluent prospects based on professional and financial signals.
Top Features
- Real-time data enrichment
- Executive and company financial insights
- API-first architecture
- Automated record updates
- CRM and marketing tool integrations
Pricing:
- Available on request
12. ZoomInfo
Website: https://www.zoominfo.com
ZoomInfo is a leading B2B intelligence platform that provides detailed information on professionals, executives, and companies. It is commonly used to identify wealthy prospects through leadership positions, ownership stakes, and corporate growth metrics, making it valuable for both fundraising and high-end sales initiatives.
The platform offers extensive filtering and segmentation options, allowing users to target individuals based on seniority, company size, revenue, and industry. ZoomInfo’s continuously refreshed database ensures accurate and up-to-date insights for prospecting and outreach.
Top Features
- Executive and decision-maker data
- Company revenue and growth metrics
- Advanced filtering and segmentation
- Continuous data refresh
- CRM integrations
Pricing:
- Available on request
13. Wealth-X
Website: https://www.wealthx.com
Wealth-X is a premium wealth intelligence platform and one of the leading wealth screening tools focused on ultra-high-net-worth individuals (UHNWIs). It delivers deep insights into net worth, asset allocation, source of wealth, and investment behavior, making it ideal for organizations pursuing major gifts or elite client relationships.
Known for its depth and exclusivity, Wealth-X provides highly curated data and sophisticated analytics. It is particularly valuable for wealth managers, universities, and global nonprofits that require detailed intelligence on top-tier prospects.
Top Features
- Ultra-high-net-worth individual profiles
- Source of wealth and asset breakdowns
- Global wealth coverage
- Advanced analytics and reports
- Custom research services
Pricing:
- Available on request
14. Kindsight Ascend
Website: https://www.kindsight.com
Kindsight Ascend is a modern donor intelligence and wealth screening platform built specifically for nonprofits and foundations. It combines traditional wealth indicators with philanthropic behavior and engagement data to help organizations understand not just who can give, but who is most likely to give. The platform is designed to simplify prospect research while making insights easy to act on.
What makes Kindsight Ascend stand out is its focus on clarity and usability. Instead of overwhelming users with raw data, it presents clean donor profiles, intuitive dashboards, and prioritization insights that support smarter outreach. It works well for teams that want reliable wealth screening without complex workflows or steep learning curves.
Top Features
- Wealth and philanthropic data screening
- Donor engagement and behavior insights
- Prospect prioritization and segmentation
- Clean dashboards and donor profiles
- CRM-friendly workflows
Pricing:
- Available on request
15. NPO Authority (Wealth Screening)
Website: https://www.npoauthority.com
NPO Authority offers a comprehensive wealth screening solution and is one of the most reliable wealth screening tools tailored specifically for nonprofits. It aggregates philanthropic history, wealth markers, and donor behavior to help organizations identify and qualify high-capacity donors efficiently.
The platform emphasizes usability and affordability, making it a strong choice for small to mid-sized organizations. Its reports are easy to interpret and support both strategic planning and everyday fundraising decisions.
Top Features
- Nonprofit-focused wealth screening
- Philanthropic giving history
- Easy-to-read prospect reports
- Cost-effective screening options
- CRM compatibility
Pricing:
- Starting from $1695
Comparison Table
| Tool | Primary Focus | Best For | Key Strengths | Ease of Use |
|---|---|---|---|---|
| WealthEngine | Wealth + Philanthropy | Nonprofits, universities | Predictive scoring, deep wealth data | Moderate |
| DonorSearch | Wealth + Giving History | Major gift officers | Detailed philanthropic insight | Moderate |
| iWave | Wealth + Engagement | Mid-large orgs | Real-time data, bulk screening | High |
| Blackbaud Target Analytics | Predictive donor potential | Blackbaud ecosystem | Strong modeling | Moderate |
| GivingDNA | Engagement + giving behavior | Segmentation | Visual analytics, donor insight | Very high |
| Gravyty | AI-powered insights | High-volume outreach | Machine learning prospect prioritization | High |
| Windfall | Real-time wealth enrichment | Large screening | API enrichment, net worth estimates | Moderate |
| RelSci (Relationship Science) | Wealth + relationships | Strategic outreach | Network mapping & warm intro paths | Moderate |
| BoardEx | Executive + board intelligence | Corporate / high net worth | Deep professional network data | Moderate |
| LexisNexis Wealth Screening | Public records + assets | Data depth and compliance | Strong legal/asset data | Moderate |
| Clearbit | Firmographic + executive enrichment | B2B outreach | Real-time enrichment | High |
| ZoomInfo | B2B contact data | Sales + wealth signals | Large database, segmentation | High |
| Wealth-X | Ultra-high-net-worth | UHNW focus | Deep, curated UHNWI profiles | Moderate |
| Kindsight Ascend | Donor behavior + wealth | Nonprofits | Clear dashboard, simple insights | Very high |
| NPO Authority | Nonprofit-oriented screening | Small to mid nonprofits | Affordable, easy reporting | High |
Conclusion
In conclusion, choosing the right wealth screening tools can make a huge difference in how successful your outreach and fundraising efforts are. These tools assist you in determining who is most likely to engage, who has the potential to donate, and how to approach them more intelligently rather than depending on conjecture or insufficient information.
There isn’t just one “best” tool that works for everyone. Certain platforms are expressly made for ultra-high-net-worth individuals, while others are better suited for recognizing CEOs or business leaders. If necessary, start small, see what works, then expand as your needs change. Your outreach becomes more assured, your judgments become clearer, and your outcomes gradually improve when you have the appropriate wealth screening instrument in place.
FAQs
Are Wealth Screening Tools Only For Nonprofits?
No. While nonprofits are the biggest users, wealth screening software are also used by universities, foundations, financial services firms, and organizations targeting high-net-worth or influential individuals.
Is Wealth Screening Legal And Ethical?
Yes, reputable wealth screening platform use publicly available data and licensed data sources. They follow strict data privacy and compliance standards, making them safe and ethical to use when applied responsibly.
Do I Need Technical Skills To Use These Tools?
Most modern wealth screening platform are designed to be user-friendly. Basic training is usually enough to get started, and many platforms offer dashboards, reports, and CRM integrations to simplify usage.
Can Small Organizations Benefit From Wealth Screening Tools?
Absolutely. Many tools offer affordable plans or scaled features for small and mid-sized organizations. Even limited screening can help smaller teams focus on the right prospects and avoid wasted effort.
How Do I Know Which Wealth Screening Tool Is Right For Me?
Start by identifying your main goal—fundraising, prospect research, executive targeting, or relationship mapping. Then compare tools based on data quality, ease of use, integrations, and pricing to find the best fit.
