Insights

Rapid Acquisition Growth Wealth Enhancement Group is actively expanding its market footprint through ongoing acquisitions of independent RIAs such as Aegis Financial, Dentwealth, Spectrum Wealth Management, and Wise Wealth. This indicates a strategic focus on consolidating wealth management firms, creating opportunities to offer integrated technology solutions, compliance services, or targeted marketing support to newly acquired entities.

High Revenue Potential With a reported revenue range of 1 billion to 10 billion dollars and over 1,000 employees, Wealth Enhancement Group presents a significant sales opportunity for financial technology, marketing automation, and operational efficiency tools aimed at large-scale wealth management firms seeking to optimize growth and client service delivery.

Tech Stack Optimization The company already employs a wide array of software including MoneyGuide, Salesforce Marketing Cloud, and Wrike, suggesting an openness to integrated and scalable technology solutions. Prospects in this space can offer advanced CRM integrations, AI-driven analytics, or cybersecurity enhancements to support their multi-layered advisory models.

Market Positioning As a national independent wealth management firm with a comprehensive advisory approach through its Roundtable™ and UniFi™ process, Wealth Enhancement Group is positioned to attract premium clients. This opens avenues for high-end digital marketing, personalized financial planning tools, and client engagement platforms tailored to affluent investors.

Strategic Growth Focus The company's emphasis on providing comprehensive financial guidance and reducing client stress highlights potential sales opportunities in client experience technology, financial planning platforms, and employee training solutions designed to enhance counselor-client interactions and firm differentiation.

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?

Minus sign iconPlus sign icon
Wealth Enhancement Group's main headquarters is located at 505 North Highway 169 Suite 900 Plymouth, Minnesota United States. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Wealth Enhancement Group's phone number?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

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

How much revenue does Wealth Enhancement Group generate?

Minus sign iconPlus sign icon
As of February 2026, Wealth Enhancement Group's annual revenue is estimated to be $22M.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of February 2026, Wealth Enhancement Group has approximately 1.7K employees across 3 continents, including North AmericaEuropeAsia. 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 Group's employee directory with LeadIQ.

What industry does Wealth Enhancement Group belong to?

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

What technology does Wealth Enhancement Group use?

Minus sign iconPlus sign icon
Wealth Enhancement Group's tech stack includes MoneyGuideGoogle AdsJunxureDealRoomBoomerangSalesforce Marketing CloudAdobe Acrobat DCWrike.

What is Wealth Enhancement Group's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of February 2026, 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 Plymouth, Minnesota United States
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

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.