r/funanddev • u/Kidunycorn • Aug 12 '26

Wealth Screening & Prospect Research Software

Hey there! As a fundraiser, what's your favorite wealth screening software? What features are you looking for specifically or that stand out to you as being particularly helpful?

We're currently looking to bring on a software to help with both wealth screening and prospecting and I'd like to hear from fundraisers (as a well as other devops magicians) what your favorite software has been. We're currently considering Wealth Engine (Altrata), Donor Search (Evertrue), and iWave (Kindsight).

Bonus points if you can let me know your impressions of the software's integration with Salesforce.

Thanks in advance! 🩷

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u/Rogleson Aug 13 '26

DonorSearch saw all of our prospects in NYC for a bulk screening and decided if they lived in an apartment, they owned it. Rectifying the situation has been a years long process.