About WealthEngine
WealthEngine is a company based in Bethesda (United States) founded in 1991 was acquired by Delinian in December 2020.. WealthEngine has raised $13.2 million across 5 funding rounds from investors including Canadian Imperial Bank of Commerce, Comerica and Delinian. The company has 35 employees as of April 06, 2024. WealthEngine has completed 1 acquisition, including BrightContext. WealthEngine offers products and services including WealthEngine Platform and Developer API. WealthEngine operates in a competitive market with competitors including Ntropy, Flanks, Infutor Data Solutions, Bits Technology and MultiLynq, among others.
- Headquarter Bethesda, United States
- Employees 35 as on 06 Apr, 2024
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Delinian India Software Private Limited
- Date of Incorporation 16 Nov, 2018
- Jurisdiction Bangalore, Karnataka, India
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Annual Revenue
$1.17 M (USD)12.52as on Mar 31, 2023
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Net Profit
$143.4 K (USD)20.97as on Mar 31, 2023
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EBITDA
$199.11 K (USD)0.04as on Mar 31, 2023
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Total Equity Funding
$13.2 M (USD)
in 5 rounds
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Latest Funding Round
$6.5 M (USD), Debt – Conventional
Mar 04, 2019
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Investors
Canadian Imperial Bank of Commerce
& 6 more
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Employee Count
35
as on Apr 06, 2024
- Investments & Acquisitions
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Acquired by
Delinian
(Dec 08, 2020)
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Products & Services of WealthEngine
WealthEngine offers a comprehensive portfolio of products and services, including WealthEngine Platform and Developer API. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for generating wealth insights and prospect profiles using machine learning.
API to integrate data into existing systems for prospecting and analysis.
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Funding Insights of WealthEngine
WealthEngine has successfully raised a total of $13.2M across 5 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $6.5 million completed in March 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 5
- Last Round Debt – Conventional — $6.5M
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First Round
First Round
(26 Feb 2010)
- Investors Count 6
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2019 | Amount | Debt – Conventional - WealthEngine | Valuation |
investors |
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| May, 2014 | Amount | Series B - WealthEngine | Valuation | Novak Biddle Venture Partners , Hbk Capital Management |
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| Jul, 2012 | Amount | Series A - WealthEngine | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in WealthEngine
WealthEngine has secured backing from 7 investors, including institutional and venture fund investors. Prominent investors backing the company include Canadian Imperial Bank of Commerce, Comerica and Delinian. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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US focused VC firm
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Founded Year | Domain | Location | |
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Investments in tech startups are managed by Streamlined Ventures.
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Founded Year | Domain | Location | |
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Venture capital fund investing in early-stage start-ups
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by WealthEngine
WealthEngine has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include BrightContext. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Real-time data streams are processed and analyzed for analytics.
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2010 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - WealthEngine
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealthengine Comparisons
Competitors of WealthEngine
WealthEngine operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Ntropy, Flanks, Infutor Data Solutions, Bits Technology and MultiLynq, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Financial data is enriched through an accurate API by Ntropy.
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| domain | founded_year | HQ Location |
Provider of wealth management data aggregation and reporting solutions
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| domain | founded_year | HQ Location |
Customer data management solutions are provided through an AI-based platform.
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| domain | founded_year | HQ Location |
Open integration tools for aggregating financial data
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| domain | founded_year | HQ Location |
Aggregation API solutions are provided to connect fixed income markets.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Wealthengine
Frequently Asked Questions about WealthEngine
When was WealthEngine founded?
WealthEngine was founded in 1991 and raised its 1st funding round 19 years after it was founded.
Where is WealthEngine located?
WealthEngine is headquartered in Bethesda, United States. It is registered at Bethesda, Maryland, United States.
Is WealthEngine a funded company?
WealthEngine is a funded company, having raised a total of $13.2M across 5 funding rounds to date. The company's 1st funding round was a Series A of $1.2M, raised on Feb 26, 2010.
How many employees does WealthEngine have?
As of Apr 06, 2024, the latest employee count at WealthEngine is 35.
What is the annual revenue of WealthEngine?
Annual revenue of WealthEngine is $1.17M as on Mar 31, 2023.
What does WealthEngine do?
WealthEngine is a provider of wealth intelligence and prospect research solutions to non-profit and commercial organizations. WealthEngine offers a SaaS-based platform for predictive marketing analytics, audience development, and wealth intelligence services. Platforms feature includes Search which tells about a prospect or customers wealth, capacity to spend, invest or give and affinity; Screen, enriches data records with their wealth scores and ratings and provides contact and demographic information about the contacts; Prospect, to find, understand, and contact wealthy prospects with a high chance of conversion, based on wealth and affinity; Analyze, predictive lead scoring and analytics platform built for consumer marketers, wealth managers and fundraisers; Circle of Friends, database of connections; and Integration with DMS and CRM. The company serves customers in financial services, healthcare, higher education, non-profits, retail, and travel space. Data can also be accessed via API. Subscription based revenue model.
Who are the top competitors of WealthEngine?
WealthEngine's top competitors include Rogo, Flanks and Bits Technology.
What products or services does WealthEngine offer?
WealthEngine offers WealthEngine Platform and Developer API.
How many acquisitions has WealthEngine made?
WealthEngine has made 1 acquisition, including BrightContext.
Who are WealthEngine's investors?
WealthEngine has 7 investors. Key investors include Canadian Imperial Bank of Commerce, Comerica, Delinian, Novak Biddle Venture Partners, and Hbk Capital Management.
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