Insights

Growth through Acquisitions Wealth Enhancement Group is actively expanding its client base and market reach through strategic acquisitions, including notable firms such as Aegis Financial, Dentwealth, and Spectrum Wealth Management. This presents opportunities to provide integrated technology solutions, compliance support, and operational efficiencies to facilitate smooth integrations and further growth.

High Revenue Potential With annual revenues ranging between one and ten billion dollars and a substantial client asset base exceeding 340 million dollars in multiple acquisitions, the firm offers substantial upsell opportunities for advanced portfolio management tools, data analytics, and client engagement platforms aimed at maintaining competitive edge and enhancing client experience.

Technology Adoption Wealth Enhancement Group utilizes a diverse tech stack including Salesforce Marketing Cloud, MoneyGuide, and Wrike, indicating openness to innovative software solutions. There is potential to introduce cutting-edge financial planning, CRM enhancements, and automation tools to optimize client management and operational workflows.

Market Positioning As a national independent wealth management firm with a focus on comprehensive advice, the company is well-positioned to target high-net-worth individuals and firms seeking integrated wealth solutions. Offering tailored advisory platforms or niche investment products could help deepen client relationships and attract new assets.

Industry Growth Trends The firm’s aggressive expansion strategy in a growing financial advisory sector suggests a rising demand for scalable, technology-driven wealth management services. Sales efforts can focus on providing cloud-based, scalable solutions that support rapid growth, regulatory compliance, and diversified client portfolios.

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
98%
LFirst@wealthenhancement.comDJohn@wealthenhancement.com
1%
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 North Highway 169, Suite 900. 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 December 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 December 2025, Wealth Enhancement Group has approximately 1.7K employees across 3 continents, including North AmericaEuropeAsia. Key team members include Ceo: J. D.Chief People And Productivity Officer: D. E.Chief Business Development Officer: J. B.. 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 December 2025, Wealth Enhancement Group has raised $736K in funding. The last funding round occurred on Feb 24, 2022 for $736K.

Wealth Enhancement Group

Financial ServicesMinnesota, United 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 North Highway 169, Suite 900
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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