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Average Ratings 0 Ratings

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ease
features
design
support

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Description

FinWise, a modern tool for managing personal finances, allows you to manage your finances easily. FinWise offers budgeting, tracking your net worth, financial planning, forecasting and insights.

Description

Connect with wealthy households through reliable, actionable data. Identify and rank your most valuable constituents in near real-time using accurate net worth information. Utilize valuable insights to better understand your audience, reveal hidden opportunities, and enhance your outreach efforts. Build and nurture enduring relationships at every interaction by delivering the right message at the most opportune moment. This session will highlight the primary challenges associated with interpreting wealth data, the distinctive methodology Windfall employs to ascertain a household's exact net worth, and showcase examples of nonprofits effectively using net worth data to enhance their data-driven fundraising strategies. Windfall's unique dataset is refreshed weekly, ensuring clients receive the most current insights regarding their constituents. By concentrating on affluent households, Windfall provides an exact net worth figure—rather than a range—along with a wide array of definitive consumer characteristics tailored to each individual household. Additionally, the ability to access this comprehensive data stream empowers organizations to make informed decisions and maximize their fundraising potential.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Bonterra Giving Days
DonorPerfect Fundraising Growth Platform
EverTrue
GiveCampus
Humanitru
LiveRamp
Lotame
Neon CRM
Salesforce

Integrations

Bonterra Giving Days
DonorPerfect Fundraising Growth Platform
EverTrue
GiveCampus
Humanitru
LiveRamp
Lotame
Neon CRM
Salesforce

Pricing Details

$6.99
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FinWise

Founded

2023

Country

United States

Website

finwiseapp.io

Vendor Details

Company Name

Windfall

Founded

2016

Country

United States

Website

windfalldata.com

Product Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Alternatives

Martus Reviews

Martus

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