Insights

Growing Acquisition Strategy Wealth Enhancement has demonstrated an aggressive acquisition approach by purchasing multiple firms such as Parros Financial Group, Aegis Financial, Dentwealth, and Wealth Advocates, indicating ongoing expansion efforts and potential for cross-selling financial products and services.

Industry Recognition The firm has received notable accolades including being named one of the best financial advisory firms in 2026 and recognition of its women advisors, enhancing its prestige and reputation which can be leveraged to attract high-net-worth clients seeking trusted wealth management partners.

Technology Utilization Wealth Enhancement employs a modern tech stack including Salesforce Desk and Laravel, showcasing its commitment to digital tools that improve client engagement and operational efficiency—creating opportunities to promote innovative financial solutions.

Market Positioning With over 1000 employees and a focus on comprehensive wealth management through its unique Roundtable™ and UniFi™ processes, the firm positions itself as a full-service provider capable of handling complex client needs, ideal for engaging clients with significant assets requiring tailored advice.

Client Asset Growth The firm’s recent acquisitions involve firms managing hundreds of millions in client assets, reflecting robust growth and a strategy to expand its market share among high-net-worth individuals and institutional clients, presenting opportunities for upselling premium financial services.

Wealth Enhancement Tech Stack

Wealth Enhancement uses 8 technology products and services including AppNexus, Section.io, Salesforce Desk, and more. Explore Wealth Enhancement's tech stack below.

  • AppNexus
    Advertising
  • Section.io
    Content Delivery Network
  • Salesforce Desk
    Customer Relationship Management
  • Percona
    Database
  • Select2
    Javascript Libraries
  • HTML
    Programming Languages
  • X-Content-Type-Options
    Web & Portal Technology
  • Laravel
    Web Frameworks

Media & News

Wealth Enhancement's Email Address Formats

Wealth Enhancement uses at least 1 format(s):
Wealth Enhancement 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's headquarters located?

Minus sign iconPlus sign icon
Wealth Enhancement's main headquarters is located at 505 North Highway 169 Suite 900 Plymouth, Minnesota 55441 United States. The company has employees across 4 continents, including North AmericaAfricaEurope.

What is Wealth Enhancement's phone number?

Minus sign iconPlus sign icon
You can contact Wealth Enhancement'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's official website and social media links?

Minus sign iconPlus sign icon
Wealth Enhancement's official website is wealthenhancement.com and has social profiles on LinkedInCrunchbase.

What is Wealth Enhancement's NAICS code?

Minus sign iconPlus sign icon
Wealth Enhancement's NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Enhancement have currently?

Minus sign iconPlus sign icon
As of May 2026, Wealth Enhancement has approximately 1.8K employees across 4 continents, including North AmericaAfricaEurope. Key team members include Chief Executive Officer: J. D.Chief People And Productivity Officer: D. E.Chief Business Development Officer: J. B.. Explore Wealth Enhancement's employee directory with LeadIQ.

What industry does Wealth Enhancement belong to?

Minus sign iconPlus sign icon
Wealth Enhancement operates in the Financial Services industry.

What technology does Wealth Enhancement use?

Minus sign iconPlus sign icon
Wealth Enhancement's tech stack includes AppNexusSection.ioSalesforce DeskPerconaSelect2HTMLX-Content-Type-OptionsLaravel.

What is Wealth Enhancement's email format?

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

How much funding has Wealth Enhancement raised to date?

Minus sign iconPlus sign icon
As of May 2026, Wealth Enhancement has raised $736K in funding. The last funding round occurred on Feb 24, 2022 for $736K.

Wealth Enhancement

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 Plymouth, Minnesota 55441 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconFunding & Financials

  • $736K

    Wealth Enhancement 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.

Section iconFunding & Financials

  • $736K

    Wealth Enhancement 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.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.