Code-fi

Code-fi is a web-based prospect research platform that combines wealth profiling, earnings estimates and private-company valuation. It is suited to fundraisers and research teams assessing giving capacity across regions and professional roles. Its analytical breadth is compelling, though annual billing and team-size pricing make the cost harder to compare upfront.

Overview

Researchers can enter variables to build and export bespoke wealth profiles, with insights into compounded wealth and liquidity. Code-fi also estimates earnings and values private-company ownership, giving teams several ways to assess a prospect’s potential capacity. These are estimates, not confirmed assets or income, so they are best used to inform research and the timing of major-gift asks rather than treated as definitive financial records.

The platform covers the UK, US, Australia, China, Malaysia, Hong Kong, Japan, Singapore, South Korea, India and Europe. Users can start with basic career information from LinkedIn or a biography, and may add company financials from ZoomInfo in the US or Companies House in the UK. That range of inputs is useful for building a picture from different starting points, though the resulting insights depend on the information available for each prospect.

Key features

Wealth, earnings and valuation

Code-fi estimates salaries, bonuses, dividends, long-term rewards, share valuations and career earnings for key roles globally. It includes board-level income estimates across 85 sectors as well as specialist roles such as accounting and legal partners, private equity and hedge funds. This role coverage can help researchers assess prospects whose income comes from varied career paths, although modeled earnings should not be mistaken for verified compensation.

The company says it analyzes more than 5 million company sales records to value private-company ownership. Its AI-powered Predictor estimates missing financial variables. Together, these tools can help fill gaps when assessing prospects, but they remain predictions and valuations rather than direct confirmation of an individual's finances.

Screening, scoring and support

Code-fi supports wealth screening and prospect scoring, extending its use beyond individual profiles to prioritizing prospects. Educational videos, Role IQ, user groups and one-to-one sessions with financial analysts offer different forms of support. That mix should suit both beginner and advanced researchers; the direct analyst sessions are particularly relevant for teams that need guidance interpreting financial analysis.

Pyro.Solutions describes itself as a small team providing direct one-to-one support across its resources. Code-fi requires a user name and email for logins, and its privacy policy says it may use publicly available information or optional functionality involving personally identifiable information. Pyro.Solutions is registered with the UK Information Commissioner's Office as ZB003213 and may act as controller or processor depending on the processing context.

Pricing

Code-fi

The Code-fi plan offers unlimited access to all tools, data and knowledge support services. It is an annual subscription with custom pricing that varies by team size. That broad access avoids published tool or data quotas, but buyers must account for team size and commit to annual billing when comparing costs. No cheaper public tier or monthly option is provided, so smaller teams seeking a low-cost starting point may prefer a freemium alternative.

Platforms

Code-fi is available on the web. Its stated inputs include career information from LinkedIn or biographies, plus optional company financials from ZoomInfo in the US or Companies House in the UK.

Who it's for

Code-fi is a strong fit for fundraisers and prospect researchers who need wealth profiles, earnings estimates, screening or scoring across multiple regions and professional roles. Its support options make it relevant to both newer and experienced researchers, while the ability to export bespoke profiles may suit teams incorporating findings into wider workflows. It is less suited to buyers who need public pricing, monthly billing or a low-cost trial before committing to a team-sized annual subscription.

Pros and cons

• Broad financial analysis: wealth profiles, career earnings and private-company ownership valuation give researchers several angles on giving capacity.
• Wide role and regional coverage: estimates span 85 sectors and multiple countries and regions, useful for international research and varied career paths.
• Support for different experience levels: videos, Role IQ, user groups and analyst sessions give teams several ways to get help.
• Custom annual pricing: team-size-based pricing and annual billing make the budget harder to assess upfront and rule out a simple monthly entry point.
• Estimates require judgment: predicted financial variables and modeled earnings can inform research, but should not be treated as verified personal financial data.

Alternatives

For a wider comparison, see Nonprofit Donor Prospecting Software.

• Hatch is worth considering if a free starting tier matters: its free plan includes one seat, 50 enrichment profiles and 50 Sir Hatch drafts per month, with five QuickSearch uses in the first month.
• DonorAtlas may suit enterprise teams looking for unlimited searches and donor profile views, plus enterprise support, SSO and SCIM; pricing is custom.
• DonorScope is an option for buyers who prefer a published annual subscription at $998 a year and record-based add-on pricing.
• DonorTrends is another paid fundraising research option.
• GivingDNA may suit teams whose fees and subscription term are set through an applicable MSA or Task Order.
• Insightful Philanthropy may suit teams seeking pricing based on contribution level and team size rather than user seats or record counts.
• Orbit is another paid option with a free trial.
• Windfall Wealth Screening is another paid option for teams seeking wealth screening through API or web access, with pricing based on needs and a demo request.

Verdict

Choose Code-fi if your team needs a wide-ranging view of prospect wealth and earnings, especially across international markets and specialized careers, and values analyst support alongside its research tools. Look elsewhere if you need transparent pricing, monthly billing or a lower-commitment way to evaluate a prospecting platform.