Windfall Reviews & Product Details

We started using Windfall for wealth screening in the late 2010's, and they have quickly become one of our most trusted vendors. We've found that Windfall offers a high degree of accuracy, insightful triggers, excellent customer service, and a partnership unlike other vendors. Through our experience, we've expanded our services from Windfall to tackle other solutions (including career intelligence and propensity data). Windfall has been especially accommodating to our organization's needs and feedback (desired product tweaks/expansion, data quality concerns/insights, customization (where appliccable)). They are always listening and improving based on customer feedback, further demonstrating their committment to the highest level of service and partnership.

Another added benefit worth mentioning is that Windfall is a subscription-based company, meaning that they do not charge per record, so we're able to screen our entire database each time. Regular full database screenings have led to better insights overall since we're able to measure results consistently on the same population. Review collected by and hosted on G2.com.

There's not much to dislike! As a few others have mentioned, households (parents + adult children) are sometimes grouped together, but Windfall is transparent about their processes and considerations customers should have in mind when using the data. Review collected by and hosted on G2.com.

Very responsive support team, for both technical questions and advice on how to use the data. Review collected by and hosted on G2.com.

I dislike that, as a nonprofit, we can't afford to add on all of the available features and data points. Review collected by and hosted on G2.com.

Windfall has been a great vendor to partner with on Wealth Screenings. I have found that their wealth estimates are accurate/reasonable for the most part. We do extensive verification and I have been pleased with the results, particularly in expanding our understanding of who may hold $20M or more in estimated net worth. I like the simplicty of the data and the excellent customer service we recieve. It is not a stand-alone research tool so we suppliment other providers for verification but my confidence in WF's data is high. Review collected by and hosted on G2.com.

Windfall requires other data providers to screen individuals for specific assets, however, we were aware of this from the beginning. Therefore, Windfall is likely not a turn-key solution for other shops and may be pricey as it does not eliminate other tools. Additionally, researchers should be aware that false positives are possible based upon children at parents' address and other considerations. We have developed processes to ensure our data is clean and accurate. Review collected by and hosted on G2.com.

Our organization is fortunate to have long term, loyal supporters and we have been able to prioritize outreach with the help of Windfall's data. It was easy to implement and start using. Their customer support is outstanding - I always get a quick reply. We upload monthly, but use the data in our day-to-day operations. Review collected by and hosted on G2.com.

At this time I do not have any complaints about Windfall. Review collected by and hosted on G2.com.

We've had a great experience with Windfall—the product and staff are top notch. The platform is very easy to use and, anecdotally, the quality of wealth data seems to be consistently higher than other services we've used in the past. We found it particularly helpful for our campaign prospecting efforts, as the net worth model works well for estimating/supporting multi-year pledge asks. Review collected by and hosted on G2.com.

The only negatives I can think of are cost (Windfall is a bit more expensive than other wealth screening services, which can be tricky for smaller organizations managing competing budget priorities) and inability to run one-off screenings. Otherwise, no complaints. Review collected by and hosted on G2.com.

I have had the absolute best customer service from Windfall. Our dedicated rep, Katie, is so helpful and incredibly responsive. Other team members we've worked with have also been great, and any minor issues we've had have been resolved very fast. I've used a lot of wealth rating/tools in the past, and I have by far gotten the best service from Windfall. Review collected by and hosted on G2.com.

The only downside I've found to Windfall is that it doesn't have a dedicated portal to work in, where you can play with the data a bit like some other tools offer. However, we knew going into it that Windfall didn't provide that, and still find the tool to be very worth it and the data we get is very high quality! Review collected by and hosted on G2.com.

Windfall provides us with an important layer of data to use alongside our regular asks. Knowing more about the wealth of our constituents helps us customize our ask by using different strategies for wealthier constituents. It also makes asks easier when you already have confidence that a donor is contibuting to similar causes. While it's not going to do deep research into each of your constituents, it can help you prioritize and focus your own research into donors who have much greater capacity. It also helps with data stewardship in the sense that getting a full-confidence match saves you time when you may need to do more independent research otherwise. Review collected by and hosted on G2.com.

Windfall does not have many downsides to it. I would like better online resources from the platform (webinars, case studies, etc.) to share with leaders and board members about how this data can be used better. I also wish that it integrated directly with my CRM. Review collected by and hosted on G2.com.

We have been "clients" of Windfall since pretty early in their development as a company. I put "clients" in quotation because they truly are one of those companies that could be better described as a "partnership". They check-in regularly regarding the quality of their work and do listen and make changes based on our feedback. They even proactively provide us with quality checks and recommendations for improvement in our own dataset and processs in order to help ensure that our screenings are as effective as possible. When we started with them it was on a limited basis with only the basic offerings but as we have identified more and more strategic initiatives as an organization we have increased the data and services that we are getting from them and are always looking for ways to leverage Windfall more. Review collected by and hosted on G2.com.

There is not much to dislike about Windfall as they typically address needs and concerns quickly and if there is a gap in service they typically provide a roadmap to a potential future solution that you can plan towards. Review collected by and hosted on G2.com.

The helpful people. Lauren is great. She has been an excellent advisor. Review collected by and hosted on G2.com.

I can't think of anything I don't like. No downsides Review collected by and hosted on G2.com.

The unlimited screenings and the accurate wealth screening information Review collected by and hosted on G2.com.

Nothing, very pleased with our relationship Review collected by and hosted on G2.com.