- Category rank
- #48 in Sales Intelligence
- Price from
- $2,000 / user / year (USD)
- Listing audit
- 64/100
WealthEngine Insights for Salesforce is a Salesforce AppExchange app by Altrata. With a rating of 4.5★ from 26 reviews, it currently ranks #48 in the Sales Intelligence category.
WealthEngine Insights for Salesforce is the #48 ranked Sales Intelligence app on Salesforce, with a 4.5 average rating from 26 reviews, as of Nov 7, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 7, 2026
WealthEngine Insights for Salesforce ranks #48 of 370 in Sales Intelligence on Salesforce. It holds a 4.5★ average from 26 reviews on Salesforce.
Pros
- +4.5★ average across 26 reviews
- +Listed on Salesforce since 2011
Cons
- −Only 26 reviews — the average can still move with a few new ratings
About WealthEngine Insights for Salesforce
How WealthEngine Insights for Salesforce works
» Import wealth insights with a seamless, one-click experience directly in Salesforce, one at-a-time or in bulk of up to 50K records.
» Add data on charitable giving, demographics, real estate, wealth, and more - 3-4x more than other providers.
» Screen a list of records with a click of a button from within a Salesforce campaign, List View and/or Reports. As a result, gain insights in real-time on a group of individuals.
» Automatically append wealth data when you create new leads or contacts. Thus, you can personalize your outreach to new prospects.
» Find the most qualified prospects by sending net new leads to Salesforce straight from WE Search or WE Prospect.
» Engage with people most likely to buy, invest, or donate, instead of wasting time on the ones that won’t.
» Stay Secure and Compliant with support for Salesforce Shields encryption & SOC 2 Type II compliant.
» Append custom model scores to your contacts or leads right in your Salesforce CRM, for highly precise segmentation specific to your organization.
Key features
- Elevate your prospect research with WealthEngine. Our Salesforce connector app delivers 100+ data elements seamlessly into your salesforce dashboard.
