Company Research Report: Windfall

Company Overview

• Name: Windfall Data, Inc.

• Mission: To change how organizations perceive and use people data by democratizing access, workflows, and insights on people.

• Founded: 2016

• Founders: Arup Banerjee, Cory Tucker, and Dan Stevens.

• Key People:

• Arup Banerjee - CEO and Co-Founder

• Dan Stevens - COO and Co-Founder

• Mike Vincent - SVP of Customer Success

• Stephen Blume - VP of Finance

• John Dao - VP of Product

• Rick Lindquist - VP of Revenue Operations

• Kyle Curry - Sr. Director of Nonprofit Sales

• Steven Shalwitz - Director of Engineering

• Marissa Maybee - Director of Nonprofit Customer Success

• Josh Hall - Director of Business Development and Partnerships

• Headquarters: No information is available

• Number of Employees: No information is available

• Revenue: No information is available

• Known For: Providing accurate and up-to-date insights on the affluent, addressing inaccuracies in legacy financial data.

Products

Platform Solutions

• Identify: Solutions to accurately identify the right audiences and activate them into workflows enhancing team efficiency.

• Understand: Tools to leverage insights for decoding key segments and focusing outreach.

• Engage: Utilizes attributes and intent signals to drive advertising and engagement campaigns.

• Measure: Provides attribution and influence reporting for campaign ROI.

Industry Solutions

• Retail: Assist in identifying and engaging key customer segments.

• Travel and Hospitality: Enhance customer engagement strategies.

• Financial Services: Provide data-centric engagement solutions.

• Education: Support with insights on donors and stakeholders.

• Healthcare: Optimize patient and service-user engagement.

• Nonprofit: Solutions built to drive high-performance fundraising.

Role-Based Solutions

• Marketing, Sales, Analytics and Data Science: Tools to maximize teams’ impact.

• Prospect Research, Development and Advancement: Solutions to enhance revenue-driving activities.

Recent Developments

• 2024:

• New integrations with Microsoft Dynamics and Affinaquest to enhance nonprofit capabilities.

• Launch of an enhanced SaaS application for nonprofits.

• 2025:

• Enhanced Bloomerang Integration to automate wealth screening for nonprofits.

• Launch of a new Nonprofit SaaS & AI application.

• New Integration with Microsoft Dynamics for improved customer understanding and engagement.

• Earned SOC 2 Type 2 Certification for data security.

Partnerships

• New integrations with technology platforms such as Microsoft Dynamics and Affinaquest in 2024.

• Collaboration with retail and CRM systems such as Shopify and Virtuous CRM for enhanced customer engagement.

This report offers a focused look at Windfall, summarizing its mission, leadership, product offerings, and recent advancements.