Where is WealthEngine headquartered?

WealthEngine is located in Bethesda, MD.

Who invested in WealthEngine?

WealthEngine has 13 investors including Geekdom Fund And Geekdom Fund.

When was the last funding round for WealthEngine?

WealthEngine closed its lastf unding roundon Jul 19, 2017 from a Convertible Note round.

Company Information
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wealthengine.com

WealthEngine

WealthEngine is a SaaS-based firm that provides data predictive analytics solutions for retail and non-profit organizations.

Business Model: Non-Profit

Revenue: $15M

Employees: 11-50

WealthEngine was acquired by Euromoney Institutional Investor.
The acquisition happend on 2020-12-08.
Details of the transaction were not public

Acquirer

Euromoney Institutional Investor

General Information

Geographic Data

Address: 4340 East West Highway

City: Bethesda

State: MD

Zip: 20814

Country: US

Financial Info

Stage:

debt financing

Raised Last:

$7M

Raised Total:

$19M

Social

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Metrics

1,301,930Website Global Rank

22,058Website Monthly Traffic

Twitter Followers

Description

WealthEngine is a SaaS-based firm that provides data predictive analytics solutions for retail and non-profit organizations.

Contact Phone:
+13012155980

Contact Email:

Investments

Announced Date	Company	Transaction	Money Raised

Funding Rounds

Announced Date	Transaction	Number of Investors	Money Raised	Lead Investors
4/2020	Debt		$1M	U.S. Small Business Administration.
4/2014	Series B		$5.1M	Novak Biddle Venture Partners Streamlined Ventures
1/2011	Venture Round	1	$2.5M	Comerica Incorporated Comerica Incorporated Comerica Incorporated Comerica Incorporated
6/2012	Debt		$1.2M	Novak Biddle Venture Partners QED Investors
5/2014	Series B		$0	Streamlined Ventures Signatures Capital Novak Biddle Venture Partners SGH CAPITAL HKB Capital Streamlined Ventures Signatures Capital Novak Biddle Venture Partners SGH CAPITAL HKB Capital
3/2010	Series A	2	$5M	Novak Biddle Venture Partners QED Investors Novak Biddle Venture Partners QED Investors
3/2019	Debt Financing		$0	CIBC Bank Novak Biddle Venture Partners Signatures Capital Streamlined Ventures CIBC Bank Novak Biddle Venture Partners Signatures Capital Streamlined Ventures
3/2019	Debt	4	$6.5M	Canadian Imperial Bank of Commerce CIBC Bank Novak Biddle Venture Partners Signatures Capital Streamlined Ventures
12/2012	Debt		$1.2M	Novak Biddle Venture Partners QED Investors
5/2014	Series B	5	$7M	Streamlined Ventures Signatures Capital Novak Biddle Venture Partners SGH CAPITAL HKB Capital Streamlined Ventures Signatures Capital Novak Biddle Venture Partners SGH CAPITAL HKB Capital

Acquisitions

Announced Date	Name	Price
4/2014	BrightContext

Employee Demographics

Employee Departments

Employee States

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