Tech Company Financing Transactions

WealthEngine Funding Round

WealthEngine secured a $6.5 million funding round on 3/6/2019. Investors included CIBC Capital Partners.

Transaction Overview

Company Name
Announced On
Transaction Type
Proceeds Purpose
The company intends to use the funds to: continue to expand its offering of innovative analytics tools.

Company Information

Company Status
Private & Independent
Mailing Address
4330 East West Hwy.
Bethesda, MD 20814
Email Address
WealthEngine's roots date back to 1991, when its predecessor company--Prospects of Wealth & Resources (POW&R)--began to serve nonprofit and financial organizations with a revolutionary wealth identification screening tool.
WealthEngine LinkedIn Company Profile
Social Media
WealthEngine Company Twitter Account
Company News
WealthEngine News
WealthEngine on Facebook
WealthEngine on YouTube

Management Team

Email & Social
Chief Executive Officer
PV Bóccasam
  PV Bóccasam LinkedIn Profile  PV Bóccasam Twitter Account  PV Bóccasam News  PV Bóccasam on Facebook
Chief Financial Officer
Robert Latchford
  Robert Latchford LinkedIn Profile  Robert Latchford Twitter Account  Robert Latchford News  Robert Latchford on Facebook
Prag Shah
  Prag Shah LinkedIn Profile  Prag Shah Twitter Account  Prag Shah News  Prag Shah on Facebook
VP - Customer Service
Raj Khera
  Raj Khera LinkedIn Profile  Raj Khera Twitter Account  Raj Khera News  Raj Khera on Facebook
VP - Customer Service
Josh Vichness
  Josh Vichness LinkedIn Profile  Josh Vichness Twitter Account  Josh Vichness News  Josh Vichness on Facebook
VP - Engineering
Prashant Nerkar
  Prashant Nerkar LinkedIn Profile  Prashant Nerkar Twitter Account  Prashant Nerkar News  Prashant Nerkar on Facebook
VP - Finance
Shikha Akolo
  Shikha Akolo LinkedIn Profile  Shikha Akolo Twitter Account  Shikha Akolo News  Shikha Akolo on Facebook
VP - General Counsel
Ashima Dhawan
  Ashima Dhawan LinkedIn Profile  Ashima Dhawan Twitter Account  Ashima Dhawan News  Ashima Dhawan on Facebook
VP - Marketing
Julie Bacon
  Julie Bacon LinkedIn Profile  Julie Bacon Twitter Account  Julie Bacon News  Julie Bacon on Facebook
VP - Product Management
Manmohan Gupta
  Manmohan Gupta LinkedIn Profile  Manmohan Gupta Twitter Account  Manmohan Gupta News  Manmohan Gupta on Facebook
VP - Regulatory Affairs
Elizabeth Orzechowski
  Elizabeth Orzechowski LinkedIn Profile  Elizabeth Orzechowski Twitter Account  Elizabeth Orzechowski News  Elizabeth Orzechowski on Facebook
VP - Sales
Adam Tiberian
  Adam Tiberian LinkedIn Profile  Adam Tiberian Twitter Account  Adam Tiberian News  Adam Tiberian on Facebook



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