+ WealthEngine

The Chase Solutions Partnership with WealthEngineTM

Our partnership model is based on our deep knowledge of prospect research and the evolution of WealthEngineTM. No employees remain at WealthEngineTM who were there when Dave began working with the company in 2001. Our CEO, Dave Chase, is considered one of the most knowledgeable WealthEngineTM authorities in the country. Our partnership provides an opportunity for you to leverage that depth of knowledge to maximize using WealthEngineTM for actionable wealth intelligence.

Always know who is on the “other end of the line.”

Dave is your primary point of contact … your “go-to-guy” for all things WealthEngineTM. You essentially receive concierge level service at no additional cost. You pay the same price as you would if you went directly to WealthEngineTM. There is no mark-up.

Dave is a valued member of the WealthEngineTM sales team and a direct reseller of all WealthEngineTM products and services and simply receives a commission on sales through the partnership.


A word from our founder:

“I have been honored to have been an integral part of WealthEngine‘s development over the past twenty years. Over the years, our partnership has provided WealthEngineTM research, prospecting, screening, analytics and modeling services to several hundred of my fabulous clients (a few are represented below).

At the 2016 company-wide meeting in DC, I was humbled to be presented with the lifetime achievement award, from WE’s CEO, in recognition of my length of involvement and contributions to the company.

Thank you for considering the Chase Solutions Partnership with WealthEngineTM!” – Dave Chase, WealthEngineTM Partner & CEO of Chase Solutions Inc.

Access additional value added services that complement your WealthEngineTM implementation.

For small shops, who lack trained staff to fully utilize the power of WealthEngineTM, we offer WealthEngineTM Account Management Services through our Freelance Prospect Research Network. This unique service provides remote management of your account — by a seasoned prospect researcher — and periodic review of your results, strategy and goals.

We also provide analytics on top donors and identification of “look-a-likes” in your constituent pool or new prospects in WE Prospect (requires optional WE Analyze subscription). Pricing is likely to be significantly less than the cost of adding new staff or adding new duties and training for your already overburdened team.

Management services include:

  • Researching and validating your constituents
  • Preparation and submission of screenings
  • Reviewing, segmenting, validation and reporting of screening results
  • Integration of screening results into your DMS
  • Identification of new prospects
  • MGO portfolio management

Augment your existing team with seasoned professional researchers.

Take advantage of our Freelance Prospect Research Network. Our researchers can provide remote assistance when your researcher is on personal leave or you need to validate a large screening and need additional support.

Our clients are talking about us…

Mark Kostegan
Chief Development Officer & Senior Vice President
Mount Sinai Health System – New York, New York

“I have known and worked with Dave Chase and Chase Solutions since 1997. Dave is at the top of the pyramid in prospect research. Most recently, I engaged Dave to develop a comprehensive prospect research plan, and assist me in finding a head of prospect research, at Mount Sinai. Over the years, I’ve relied on his expertise in my role as chief development officer at Massachusetts Eye and Ear Infirmary, Boston Children’s Hospital, Joslin Diabetes Center, Brigham and Women’s Hospital and Cape Cod Healthcare. He brings a unique combination of resourcefulness, intelligence and an engaging style to this work. I strongly suggest enlisting Dave for prospect research and wealth screening.”

Patricia McLaughlin
Director of Institutional Advancement
The Wheeler School – Providence, RI

“Dave Chase has been my ‘go to’ person on every decision I have made on research products and strategy. He conducted an audit of our research efforts, came back with a robust set of findings that resulted in dramatically improved processes for campaign, major gift and annual fund efforts. He has conducted staff trainings for us to build capacity internally and he and his team have provided quality in depth research that brought us to a successful campaign result ahead of schedule. Non-profits rightly hold staff accountable for utilizing consulting services. If I had only one line item to use to ensure fundraising success, it would be dedicated to Chase Solutions, Dave’s partnership with WealthEngine, and his Freelance Prospect Research Network.”

Kevin Ralph
Senior Vice President & Chief Development Officer
Cape Cod Healthcare Foundation – Hyannis, Massachusetts

“Dave Chase, and Chase Solutions Inc., has supported philanthropy operations at Cape Cod Healthcare since 1995. Dave built a database of wealthy property owners, resulting in a $2 million+ lead gift in 1996. Since then, he has provided prospect research, developed a prospect research plan, helped us hire and start a prospect research department, provided training and he has provided WealthEngineTM screenings services for many years. Dave and his wife, Olive, are also valued long-time donors at Cape Cod Healthcare.”

George Maley
Chief Advancement Officer
Noble and Greenough School – Dedham, Massachusetts

“Valuable, long term, relationships are essential in fundraising. One of my most valued relationships is with Dave Chase of Chase Solutions Inc. Dave has been supporting our office with very high level prospect research for fourteen years. His research profiles are an essential tool for our major gift cultivation. He leaves no stone unturned and I am awed by his ability to track down and connect dots from donors past. Dave has also been our WealthEngineTM go-to-guy for ten years. His insight, deep product knowledge, and concierge level support, are beyond compare. I would highly recommend Dave for any prospect research needs that you have.”

Tom Murray
Executive Director of Development
Brunswick School – Greenwich, CT

“Chase Solutions and its Freelance Prospect Research Network is the only outside research group we will ever use. All others I’ve tested simply don’t provide the depth and detail. Their research has allowed us to significantly raise the bar with our fundraising efforts. The BIG asks are much easier to justify with your development team when you have Chase Solutions as part of your research team.”


Get started today!

We are excited about our affiliation with WealthEngineTM and are looking forward to helping you identify and qualify your major donors.