The speed of updates, the ease of connectivity, the attitude & professionalism of their team, and the accuracy of their data.

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.

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.