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Windfall Wealth Screening

windfall.com

WebAPI
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Spec score 7.3 #12 of 19 in Nonprofit Donor Prospecting Software

What it is

Windfall Wealth Screening helps organizations identify potential high-value donors and constituents using wealth, philanthropic, and career information. It provides a household-level net worth figure based on deterministic inputs and proprietary algorithms. Other attributes include liquidity events, philanthropic interests, property ownership, mortgage insights, and career details such as job title, function, and employer. The service is intended for prospect researchers, development and advancement teams, and nonprofit marketers. Users can access wealth and career intelligence through the web platform or API. Listed partners and integrations include Salesforce, HubSpot, GiveCampus, GivingDNA, Neon One, and DonorPerfect. Windfall says it is SOC 2 Type 2 compliant, separates customer data by client, and permanently purges client data when service ends. It also says it does not sell customer data to third parties and complies with CCPA. Pricing depends on prospective customer needs and is available through a demo request; no price is listed. Windfall says demo requesters receive contact from its team within 24 hours.

Spec sheet

What it does
Windfall Wealth Screening enriches donor records with wealth, philanthropic, and career intelligence to identify valuable constituents.Read 15 Oct 2026 · windfall.com
Purpose
Wealth Screening helps organizations identify high-value donors and constituents using net worth, liquidity, philanthropic, and career insights.Read 3 Oct 2026 · windfall.com
Intended users
The page describes use by prospect researchers, development and advancement teams, and nonprofit marketers.Read 3 Oct 2026 · windfall.com
API
The Windfall platform offers API access to wealth and career intelligence through an API call.Read 3 Oct 2026 · windfall.com
Integrations
Windfall lists Salesforce, HubSpot, GiveCampus, GivingDNA, Neon One, and DonorPerfect among its partners and integrations.Read 3 Oct 2026 · windfall.com
Security
Windfall says it is SOC 2 Type 2 compliant and securely separates customer data by client.Read 3 Oct 2026 · windfall.com
Support
A demo request is followed by contact from the Windfall team within 24 hours, according to its demo page.Read 3 Oct 2026 · windfall.com
Headquarters
595 Pacific Ave, Fl 4, San Francisco, CA 94133, United StatesRead 28 Sep 2026 · windfall.com
Founded
2016Read 28 Sep 2026 · windfall.com
API availability
A public Windfall API provides real-time wealth and career enrichment for CRM, internal, and customer workflows.Read 15 Oct 2026 · windfall.com
API coverage
The API documentation specifies United States coverage.Read 15 Oct 2026 · api-docs.windfall.com
API freshness
Windfall says its wealth signals are refreshed weekly.Read 15 Oct 2026 · api-docs.windfall.com
API performance
The documentation states a response time below one second and a limit of five requests per second.Read 15 Oct 2026 · api-docs.windfall.com
API protocol
The API uses HTTPS and JSON over standard HTTP requests.Read 15 Oct 2026 · api-docs.windfall.com
API response
A single API request can return household and career data, including net worth, Windfall ID, and LinkedIn profile information.Read 15 Oct 2026 · api-docs.windfall.com
Career data
Career insights include job title, function, and employer.Read 3 Oct 2026 · windfall.com
Career intelligence
Career data includes job title, job function, and employer information.Read 15 Oct 2026 · windfall.com
Company founding
Windfall was founded in 2016.Read 15 Oct 2026 · windfall.com
Company headquarters
Windfall is headquartered in San Francisco, California.Read 15 Oct 2026 · linkedin.com
Company history
Windfall says it was founded in 2016.Read 3 Oct 2026 · windfall.com
Company legal name
Crunchbase lists the legal name as Windfall Data Inc.Read 15 Oct 2026 · crunchbase.com
Company location
Windfall identifies San Francisco as its base in its company announcement.Read 3 Oct 2026 · windfall.com
Company size
LinkedIn lists Windfall as a privately held software-development company with 51–200 employees.Read 15 Oct 2026 · linkedin.com
Constituent insights
Attributes include liquidity events, philanthropic interests, property ownership, and mortgage insights.Read 3 Oct 2026 · windfall.com
CRM integrations
Officially shown technology and constituent integrations include Salesforce, HubSpot, GiveCampus, Snowflake, Neon One, and DonorPerfect.Read 15 Oct 2026 · windfall.com
Data handling
Windfall says customer data is siloed by client, not sold or exposed to third parties, and permanently purged after service ends.Read 15 Oct 2026 · windfall.com
Database compatibility
Windfall states that its wealth-screening product works with all constituent databases.Read 15 Oct 2026 · windfall.com
Developer documentation
The API documentation includes authentication, quickstart, sandbox, record enrichment, household fields, career fields, examples, FAQs, and an OpenAPI specification.Read 15 Oct 2026 · api-docs.windfall.com
Funding news
Windfall announced a $21 million Series A led by En Pointe on March 31, 2021.Read 15 Oct 2026 · globenewswire.com
Household insights
Records can include liquidity events, philanthropic interests, property ownership, and mortgage information.Read 15 Oct 2026 · windfall.com
Independent pricing description
Neon One describes Windfall pricing as custom and dependent on nonprofit size, screening scope, and update frequency.Read 15 Oct 2026 · neonone.com
Limit: algorithmic estimates
TrustRadius cautions that algorithmic net-worth estimates can make incorrect assumptions and may be less transparent than manually verified research.Read 15 Oct 2026 · trustradius.com
Limit: CRM coverage
TrustRadius identifies Blackbaud Raiser’s Edge NXT as a notable integration absent from Windfall’s listed CRM integrations.Read 15 Oct 2026 · trustradius.com
Limit: manual uploads
G2 reviewers report that data uploads can be onerous when there is no direct CRM integration, and CSV trigger ordering can be inconsistent.Read 15 Oct 2026 · g2.com
Limit: pricing transparency
TrustRadius reports that Windfall does not publish pricing and generally requires a demo for a quote.Read 15 Oct 2026 · trustradius.com
Limit: refresh and coverage
A G2 reviewer reported weekly refresh delays and said the product had limited usefulness for people below $1 million net worth.Read 15 Oct 2026 · g2.com
Net worth
Windfall says it uses deterministic inputs and proprietary algorithms to provide a household-level net worth figure.Read 3 Oct 2026 · windfall.com
Notable news: 2025 investment
Windfall’s company history says it raised a $65 million investment from Morgan Stanley Expansion Capital in 2025.Read 15 Oct 2026 · windfall.com
Notable news: expanded screening
Windfall announced on April 5, 2022 that wealth intelligence was being expanded to non-affluent households and that career intelligence was being added.Read 15 Oct 2026 · windfall.com
Praise: data and support
G2 summarizes repeated praise for accurate wealth data, strong customer service, CRM integration, and actionable fundraising insights.Read 15 Oct 2026 · g2.com
Praise: matching
TrustRadius says users have praised Windfall’s matching confidence and perceived accuracy against competing tools.Read 15 Oct 2026 · trustradius.com
Praise: segmentation
A G2 reviewer praised the web application’s segmentation, actionable behavioral triggers, and ability to screen a full database on demand.Read 15 Oct 2026 · g2.com
Precise net worth
The product estimates household net worth using deterministic inputs and proprietary algorithms.Read 15 Oct 2026 · windfall.com
Predictive AI
Windfall uses machine learning and propensity modeling to identify precise audience segments and improve outreach efficiency.Read 15 Oct 2026 · windfall.com
Pricing availability
Windfall offers pricing based on a prospective customer's needs through a demo; the page does not state a price.Read 3 Oct 2026 · windfall.com
Privacy compliance
Windfall says it is a California-registered data broker and compliant with CCPA.Read 15 Oct 2026 · windfall.com
Prospect research
Prospect research helps users prioritize donors whose philanthropic or political interests align with fundraising goals.Read 15 Oct 2026 · windfall.com
Rating on G2
4.8 out of 5 from 56 reviewsRead 15 Oct 2026 · g2.com
Rating on TrustRadius
1.1 out of 10 from 3 reviewsRead 15 Oct 2026 · trustradius.com
Security compliance
Windfall states that it maintains SOC 2 Type 2 compliance covering security, availability, processing integrity, and confidentiality.Read 15 Oct 2026 · windfall.com
Segmentation
Development teams can segment prospects by net worth, interests, and other attributes for personalized outreach.Read 15 Oct 2026 · windfall.com

Plans and prices

Custom pricing Priced on request varies by screening scope and data-update frequency Read 15 Oct 2026 · neonone.com
Windfall Wealth Screening Priced on request Pricing based on your needs; request a demo Read 3 Oct 2026 · windfall.com

Every Windfall Wealth Screening plan and price →

Strong points and limits

Strong points

  • Provides household-level net worth figures.
  • Includes philanthropic, property, mortgage, and career insights.
  • Offers API access to wealth and career intelligence.
  • Lists integrations with Salesforce, HubSpot, and DonorPerfect.

Limits

  • No price is listed.
  • Pricing requires a demo request and depends on customer needs.

Who it suits

Windfall Wealth Screening is aimed at prospect researchers, development and advancement teams, and nonprofit marketers seeking wealth, philanthropic, and career insights about constituents.

Verdict

Windfall brings wealth, philanthropy, and career attributes together for nonprofit screening workflows, with web and API access. Buyers need to request a demo for pricing; no price is stated.

Where Specifiction places it

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