Insights

Aggressive Acquisition Strategy Wealth Enhancement Group is actively expanding its market share through frequent acquisitions of independent RIAs, including Aegis Financial, Dentwealth, and Spectrum Wealth Management, signaling opportunities for partnership or integration with firms seeking similar growth avenues.

Diversified Service Approach With a comprehensive team structure called the Roundtable™ and a streamlined 3-step UniFi™ process, the firm emphasizes holistic wealth management, presenting potential for technology or service providers aiming to enhance advisory support tools.

Large-Scale Financial Footprint Generating between $1 billion and $10 billion in revenue with a substantial employee base, Wealth Enhancement offers a stable and lucrative prospect for vendors targeting prominent financial institutions or seeking scale in wealth management solutions.

Technology Adoption Utilizing a broad tech stack—including Salesforce, MoneyGuide, and Wrike—indicates openness to digital solutions and automation, creating opportunities for SaaS providers or fintech partners to offer innovative tools that improve operational efficiency.

Market Positioning As a national independent wealth management firm with a focus on comprehensive advisory services and a growing portfolio of affiliated firms, Wealth Enhancement Group is well-positioned to collaborate with service providers or technology vendors targeting the independent financial advisory sector.

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?

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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?

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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 stock symbol?

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

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

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

What is Wealth Enhancement's NAICS code?

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Wealth Enhancement's NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Enhancement have currently?

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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?

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Wealth Enhancement operates in the Financial Services industry.

What technology does Wealth Enhancement use?

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Wealth Enhancement's tech stack includes AppNexusSection.ioSalesforce DeskPerconaSelect2HTMLX-Content-Type-OptionsLaravel.

What is Wealth Enhancement's email format?

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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?

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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
Stock Symbol
N/A
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.

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