Code-fi vs Windfall Wealth Screening

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.

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.