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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Bonterra GiveGab No 
DonorPerfect Fundraising Growth Platform No 
EverTrue No 
GiveCampus No 
Humanitru No 
LiveRamp No 
Lotame No 
Neon CRM No 
Salesforce No 

Integrations

Bonterra GiveGab Yes 
DonorPerfect Fundraising Growth Platform Yes 
EverTrue Yes 
GiveCampus Yes 
Humanitru Yes 
LiveRamp Yes 
Lotame Yes 
Neon CRM Yes 
Salesforce Yes 

Pricing Details

$6.99
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

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 No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

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