Best Wealth Screening Software

Compare the Top Wealth Screening Software as of October 2026

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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    Diligencify

    Diligencify

    Diligencify

    Elevate decision-making with diligence profiles, and tailored reports on source wealth, affiliations, and concerns. Enhance your customer understanding while proactively managing compliance and mitigating regulatory risks through comprehensive intelligence. Explore donor profiles for in-depth insights on capacity, past donations, affiliations, and lifestyle of High Net Worth Individuals (HNWI). Dive into liquid net worth, strategically building relationships and optimizing engagement for effective fundraising initiatives. Gain insights into foundation affinity, historical donations, financial capacity, areas of interest, recent initiatives, and trustee information. Our thorough analysis provides essential knowledge for informed decisions and strategic engagements, optimizing your approach. Unlock unparalleled insights with Diligencify's curated datasets on HNW and ultra-high net worth UHNW individuals.
    Starting Price: $1,999 per 6 months
  • 2
    NPO AUTHORITY

    NPO AUTHORITY

    NPO AUTHORITY

    NPOAuthority’s software represents a transformative solution for nonprofits seeking to enhance their fundraising strategies through expert prospect research. By integrating advanced features from industry leaders such as DonorSearch, NPOAuthority provides a comprehensive suite of tools for wealth screening and prospect research. This software offers in-depth insights into donor wealth, giving patterns, and philanthropic interests, granting access to detailed profiles that include net worth, real estate holdings, charitable contributions, and business affiliations. These capabilities enable the creation of highly personalized, data-driven strategies for engaging potential donors effectively. Beyond simple data collection, NPOAuthority excels in wealth screening and analysis, employing predictive modeling to identify the most promising prospects. Its advanced analytics integrate seamlessly with your existing donor database, enhancing your ability to execute targeted campaigns.
    Starting Price: $1,695 per year
  • 3
    DonorSearch

    DonorSearch

    DonorSearch

    Since 2007, DonorSearch continues to be the preferred and trusted partner of thousands of nonprofits. Make better decisions around which donor relationships to cultivate today with real-time information. Safely keep your data in the US with trusted SOC2-compliant data security measures. We prioritize your needs and desires to provide personalized solutions that exceed your expectations. DonorSearch gives you actionable insights, giving history and wealth intelligence that connects more people to your cause. DonorSearch uses artificial intelligence to give fundraisers actionable insights. Built for accuracy, efficiency, and expanding your donor pool, DonorSearch takes the guesswork out of prospecting, identifying the most ready-to-give donors. Save time expanding your prospect database with DonorSearch’s smart tools and accurate data. We help prospect researchers and gift officers connect with people who have an affinity for your cause.
  • 4
    Nexis for Development Professionals
    Gain confidence that you’re engaging the right donor prospects at the right time, in the right way. Nexis for development professionals streamlines your fundraising research, so you can connect with the perfect donors, maximize contributions, and avoid reputational risk. We offer the most comprehensive set of data points from a range of sources to help you get a full picture of your prospects. Feel certain you’re not missing key information. We streamline your path from search to story. With easier access to insights about a prospect, your organization can build strong, lasting relationships. We will help you to identify the best donor targets for future fundraising. Searching interests, bios, and geographies, you'll uncover companies, organizations, and people with a propensity to give. We understand that each prospect is key to the future of your organization and in turn, your mission. We commit to supporting you in finding donors and delivering results.
  • 5
    Blackbaud ResearchPoint
    Understand each constituent’s capacity, affinity, and inclination to give so you can grow revenue and find the best prospects for any campaign or program. View all publicly identifiable wealth indicators for each prospect, from real estate and public company stock ownership to philanthropic giving and nonprofit affiliations, with our WealthPoint screening. Group constituents by motivations and tailor stewardship with Affluence Insight, our proprietary donor persona segmentation that layers in predicted wealth attributes. Find the most likely donors for each of your programs and initiatives with ProspectPoint predictive models that use AI and our decades of modeling experience. Access the largest searchable database of philanthropic gifts, with Blackbaud Giving Search, to see records of gifts to other organizations. ResearchPoint makes it easy for your team to consume and act on the data. Do more with workflows designed specifically for nonprofit prospect researchers.
  • 6
    AlumniFinder

    AlumniFinder

    AlumniFinder

    Increase your fundraising results by efficiently staying in touch with alumni and donors, identifying new prospects, and keeping your records up to date. You can’t reach donors when you don’t have the right details in your database. Get your records updated with the information you need to succeed. Gain intelligence about your donors and alumni. Add additional donor prospects to grow your supporter base and increase fundraising revenue. Take a deeper dive into your data to create fundraising campaigns that convert. Effectively identify and target supporters who are most likely to give. Support your mission with advanced fundraising strategies to win over donors. Know you’re reaching the right donor with the right ask to increase giving. AlumniFinder has supported the unique fundraising needs of the nonprofit community since 2001. Our data-driven intelligence heightens your ability to build existing donor relationships while focusing on development opportunities.
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