WealthEngine offers are several search options which will direct you to an individual profile: Person, Organization, Address, and Email. Decide which option suits your needs based on the information that you've gathered.
Remember, this tool does not require the use of credits. There are no limits to the number of individual Searches you can conduct!
This article will cover:
- Person Search
- Organization Search
- Address Search
- Email Search
Person Search
Last name is only required field, but any additional information you have will greatly narrow down the search results (ex. state, city, zip). You can use either the default Quick Search or the Advanced Search options, but keep in mind that you may get different results depending on which you use.
For example, if you know someone well then you might want to try Advanced Search. It could return a more detailed profile! If this individual is new to you, however, then you should stick to using the default Quick Search options.
- Note: To learn more, check out our Person Search video and/or the Quick vs Advanced Guide.
Organization Search
WealthEngine is designed to connect you with influential individuals, however, you are able to search by organization name. This feature can be used to find a new lead if you don’t know their name well enough to use the Person Search – but you do know they have a close tie to a particular organization. The results will reveal key people affiliated with that organization, along with links to their individual profiles.
- Note: For more information, check out our Organization Search video and/or the Organization Search Guide.
Address Search
When you enter a full residential address, the system will cast a wide net, bringing back every profile that is associated with it. This feature is also used for prospecting, simply type in a street name and either city/state or zip to locate individuals that reside in affluent neighborhoods.
You can use this to find your individual!
- Note: For more information, check out our Address Search video and/or the Address Search Guide.
Email Search
Filter through WealthEngine's dataset and pull results based on the email address you provided (personal or business).
Note: For more information, check out our Email Search KB guide