Insights

Growth through Acquisition Wealth Enhancement Group actively expands its client base and services through strategic acquisitions such as Wise Wealth, LLC. This presents opportunities to offer integrated solutions to newly acquired clients and support their transition with tailored financial technology tools and advisory services.

Emphasis on Technology The company's diverse tech stack, including tools like Salesforce Marketing Cloud and MoneyGuide, highlights a focus on digital financial planning and client engagement. Partnering to provide innovative financial technology integration or analytics solutions could align well with their modernization efforts.

Institutional Investment Strategy Wealth Enhancement's recent investments in bonds, ETFs, and asset positions reflect a focus on diversified and strategic asset management. Opportunities exist to introduce advanced investment analytics, portfolio optimization, or alternative asset solutions to enhance their existing offerings.

Leadership Expansion Recent hires of senior executives like Matthew Fuller indicate a commitment to strengthening leadership and strategic growth. Engaging with their leadership team to present customized consulting, technology, or training solutions could facilitate further organizational development.

Market Positioning Operating within a competitive financial advisory landscape with firms like Hightower Advisors and Mariner Wealth Advisors, Wealth Enhancement Group emphasizes comprehensive, stress-free wealth management. Offering remarketing or differentiated service technology can help them stand out and attract high-net-worth clients.

Wealth Enhancement Group Tech Stack

Wealth Enhancement Group uses 8 technology products and services including MoneyGuide, Google Ads, Junxure, and more. Explore Wealth Enhancement Group's tech stack below.

  • MoneyGuide
    Accounting And Finance
  • Google Ads
    Advertising
  • Junxure
    Customer Relationship Management
  • DealRoom
    Document Management Systems
  • Boomerang
    Javascript Libraries
  • Salesforce Marketing Cloud
    Marketing Performance Measurement
  • Adobe Acrobat DC
    Rich Text Editors
  • Wrike
    Team Collaboration

Media & News

Wealth Enhancement Group's Email Address Formats

Wealth Enhancement Group uses at least 1 format(s):
Wealth Enhancement Group Email FormatsExamplePercentage
FLast@wealthenhancement.comJDoe@wealthenhancement.com
99%
FMiddleLast@wealthenhancement.comJMichaelDoe@wealthenhancement.com
1%

Frequently Asked Questions

Where is Wealth Enhancement Group's headquarters located?

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Wealth Enhancement Group's main headquarters is located at 505 N. Highway 169, Suite 900 Plymouth, Minnesota 55441, US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Wealth Enhancement Group's phone number?

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You can contact Wealth Enhancement Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wealth Enhancement Group's stock symbol?

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Wealth Enhancement Group is a publicly traded company; the company's stock symbol is N/A.

What is Wealth Enhancement Group's official website and social media links?

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Wealth Enhancement Group's official website is wealthenhancement.com and has social profiles on LinkedInCrunchbase.

How much revenue does Wealth Enhancement Group generate?

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As of October 2025, Wealth Enhancement Group's annual revenue is estimated to be $22M.

What is Wealth Enhancement Group's SIC code NAICS code?

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Wealth Enhancement Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Enhancement Group have currently?

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As of October 2025, Wealth Enhancement Group has approximately 1.7K employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief People And Productivity Officer: D. E.Chief Business Development Officer: J. B.Chief Partner Programs Officer: A. C.. Explore Wealth Enhancement Group's employee directory with LeadIQ.

What industry does Wealth Enhancement Group belong to?

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Wealth Enhancement Group operates in the Financial Services industry.

What technology does Wealth Enhancement Group use?

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Wealth Enhancement Group's tech stack includes MoneyGuideGoogle AdsJunxureDealRoomBoomerangSalesforce Marketing CloudAdobe Acrobat DCWrike.

What is Wealth Enhancement Group's email format?

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Wealth Enhancement Group's email format typically follows the pattern of FLast@wealthenhancement.com. Find more Wealth Enhancement Group email formats with LeadIQ.

How much funding has Wealth Enhancement Group raised to date?

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As of October 2025, Wealth Enhancement Group has raised $736K in funding. The last funding round occurred on Feb 24, 2022 for $736K.
Wealth Enhancement Group

Wealth Enhancement Group

Financial ServicesUnited States1001-5000 Employees

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.

That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.

Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

Section iconCompany Overview

Headquarters
505 N. Highway 169, Suite 900 Plymouth, Minnesota 55441, US
Phone number
SIC Code
6282 - Investment Advice
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconFunding & Financials

  • $736K

    Wealth Enhancement Group has raised a total of $736K of funding over 6 rounds. Their latest funding round was raised on Feb 24, 2022 in the amount of $736K.

  • $1B$10B

    Wealth Enhancement Group's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $736K

    Wealth Enhancement Group has raised a total of $736K of funding over 6 rounds. Their latest funding round was raised on Feb 24, 2022 in the amount of $736K.

  • $1B$10B

    Wealth Enhancement Group's revenue is estimated to be in the range of $1B$10B

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