Best Wealth Screening Software

Compare the Top Wealth Screening Software as of December 2025

What is Wealth Screening Software?

Wealth screening software helps organizations assess the financial capacity and philanthropic potential of individuals by analyzing wealth indicators, income levels, and asset ownership. It aggregates data from various sources to provide a comprehensive profile, including information on net worth, donation history, and lifestyle markers. This software is particularly valuable for non-profits, educational institutions, and fundraising teams, enabling them to identify high-potential donors and tailor engagement strategies accordingly. By segmenting prospects based on wealth capacity, organizations can focus their outreach efforts and increase donation effectiveness. Wealth screening software ultimately supports strategic fundraising, helping teams build stronger, more targeted relationships with donors. Compare and read user reviews of the best Wealth Screening software currently available using the table below. This list is updated regularly.

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    Windfall

    Windfall

    Windfall

    Engage affluent households with actionable data you can trust. Uncover and prioritize your highest-value constituents in near real-time, with precise net worth data. Leverage meaningful insights to decode your audience, uncover hidden gems, and focus your outreach. Establish and cultivate lasting relationships at every touchpoint with the right message at the right time. In this session, discover the key challenges to decoding wealth data, the unique approach Windfall takes in determining a household’s precise net-worth, and examples of nonprofits successfully leveraging net-worth data to support their data-driven fundraising. Windfall's proprietary data set is completely rebuilt on a weekly basis, giving customers the best and latest insights on their constituents. With a focus on the affluent, Windfall delivers a precise net worth figure, not a range, and a spectrum of deterministic consumer attributes at the individual household level.
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