Code-fi vs DonorAtlas

Code-fi is a web-based gift-capacity analytics and knowledge platform for prospect research. Users enter variables to build and export bespoke wealth profiles, including compounded wealth and liquidity insights. Its estimates cover salaries, bonuses, dividends, long-term rewards, share valuations, and career earnings for roles around the world. The product estimates board-level income across 85 sectors and also covers specialist work such as accounting and legal partners, private equity, and hedge funds. For private-company ownership valuations, Code-fi says it analyzes more than 5 million company sales records. Its Predictor uses AI technology to estimate missing financial variables. Listed data coverage includes the UK, US, Australia, China, Malaysia, Hong Kong, Japan, Singapore, South Korea, India, and Europe. Researchers can start with career information from LinkedIn or a biography and may add company financials from ZoomInfo in the US or Companies House in the UK. Support includes educational videos, Role IQ, user groups, and one-to-one sessions with financial analysts. The maker says it suits beginner and advanced researchers.

DonorAtlas is an AI-powered prospect research and wealth screening tool for teams building relationships with donors, prospects, alumni, patrons, members, and clients. It researches people across public records, news, nonprofit filings, company databases, and other open-web sources. Profiles can include giving history, wealth indicators, employment and education, verified contact details, connections, and relationship insights, with cited and verified sources. Teams can upload lists of any size, receive enhanced profiles in minutes, and search or segment records using natural language. When a person has no existing profile, DonorAtlas can research them and create one in seconds. The product works alongside a CRM rather than replacing one. Featured integrations are Salesforce and Blackbaud Raiser's Edge NXT; other listed options include Bloomerang, Virtuous, NGP VAN, EveryAction, Givebutter, and Neon. An open API connects other tools. DonorAtlas is available on web and through an API, and pricing is on request. The maker says customer data is restricted to the customer's team, is not sold or shared, and is not used to train AI models.