As you read profiles it’s helpful to understand how they were built. After all, knowing how things work on our end can help you better understand the data you are looking at!

The Engine

WealthEngine draws data from over 45 sources. All in all, this amounts to about half a trillion data points worth of information (e.g. real estate records, political donations, etc.). WE then collect all of those records together into one enormous file that we call the "Engine".

  • Note: in the past, this file was sometimes referred to as the “Wealth Graph.”

Not All Data is in the Profiles

While public records like real estate will be visible in the profiles themselves, some other data points, such as in-depth marketing data, are more on the backend of the system. For example, if one of your people has an interest in basketball as a spectator sport, you won’t be able to see that when reading their profile. However, you can use that interest to identify and segment brand-new leads in Prospect!

  • Note: for more information on Prospect, see the Prospect Resources in the Knowledge Base.

Connecting Data

Because all WE’s data is stored in the Wealth Graph, that allows the system to view every data point simultaneously. This means the WE Platform can see common identifiers and match up the different data points that are all referring to the same person.

For example, let’s say we have a real estate record for “Jane Smith” at “123 Main Street, Chicago, IL” and a political donation with the same name and address. The WE system will reasonably conclude it’s the same person and bundle that data together. By merging and tying multiple points together, a profile is created.

When We Can’t Make a Connection

Even the best data has limitations, which means there will be times when there’s not enough information in public data to tell the system that two pieces of data refer to the same person.

After all, Jane Smith might have a second property, but there just isn’t enough public data to tell us that Jane Smith who owns a home in Chicago is the same person as Jane Smith who owns a home in Santa Fe.

When this happens, the system will usually err on the side of caution and create two profiles. We’d rather do that than accidentally build false profiles by combining multiple people together.

Quality of Match (QOM)

When you do get to a profile, you will see what we call “High Quality of Match” data. The Quality of the Match is a kind of confidence gauge given to each piece of matched data. In other words, we have a full name and full address in common between the profile and that particular record. So, we’re pretty confident!

There will be times when there just isn’t enough information for us to be sure it’s the right person, however. By clicking on Find More in the upper right-hand corner, you can actually pull that into the profile. You may be able to verify some of this on your end – and then it might end up being super useful! But don’t worry, that “Medium QOM” data won’t actually impact the scores – unless you mark it as verified.

  • Note: Charitable Donations, FEC Contributions, and SSDI Death Index data are the only Medium QOM records that will be included automatically.

Updates to Data

WealthEngine updates our information a few times a year, so if you search for someone today and then again four months from now, keep in mind that some information may have changed because the data was updated. For this reason, its best practice is to re-screen or re-search your constituents every one or two years.