How-tos

Building financial insight starts with WealthEngine

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The WealthEngine API lets you look up the net worth and financial capacity of almost anyone in the United States, in real time, giving you insight into the wallet share of clients and prospects. Simple to use, it’s a restful API that returns JSON.

WealthEngine’s unique visibility into the discretionary wealth of every adult in the U.S. enables our customers to strengthen existing relationships while engaging and winning over prospects with unrivaled efficiency. Optimized for financial insight, you will gain visibility into your clients net worth, investable assets, income and more. We help you increase pipeline speed throughput and decrease the number of meetings needed to close.

Getting started with WealthEngine

Here’s how to get started:

  1. To use the WealthEngine API for testing or production, you will first need to get an API key.
  2. To get an API key, register for a developer account on our developer site.Screen shot of Register a Developer Account - WealthEngine
  3. You will receive an email asking you to verify your email address.
  4. Once verified, following the prompts to use your new email and password to login.WealthEngine Login window
  5. To get sandbox access for testing purposes, click on API KEYS.Window to create WealthEngine API Keys
  6. Click on New API key to generate a new sandbox API key for your use.WealthEngine API Key window
  7. Give your API key a name and click OK.New API Key window - WealthEngine
  8. Enter that new API key in Bluemix and use the sandbox endpoint to test.WealthEngine service page on Bluemix

Getting a free trial

We offer a free US$100 API credit trial for allowing developers to test their integration with real data. To start your free trial, follow the steps below.

  1. Log in to your WealthEngine developer account.
  2. Click on Buy Credits and fill out the Organization information and app info.Buy Credits - WealthEngine
  3. On the Select Amount tab chose the Free Trial and confirm.Select amount of credits window - WealthEngine
  4. Your application will be reviewed and approved within 24 business hours. You will receive an email once approved.
  5. Log into your WealthEngine Developer account and click on API Keys. Generate a new production API key.Generate a new API key - WealthEngine
  6. Enter that new API key in Bluemix and use the production endpoint to test.WealthEngine service page on Bluemix - API key window

Now it’s your turn! We’d like to know what you create using WealthEngine! Post comments here and let us know if you have any questions via customerservice@wealthengine.com.

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