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Recent Executive Hires Wealth Enhancement has made recent high-profile executive hires, including Richard Alphonso as CEO and Michael Fredericks as Managing Director. Leveraging these new additions can open doors for sales conversations with prospective clients looking for innovative financial leadership.

Acquisitions & Expansion With a recent acquisition deal worth $79B in assets and continuous expansion activities, Wealth Enhancement is demonstrating a strong growth trajectory. Positioning your sales pitch around the company's expanding footprint can attract clients seeking stability and reliability in their financial planning partner.

Recognition & Credibility Being ranked #5 on Barron's list of Top 100 RIA Firms and maintaining a high client retention rate showcases Wealth Enhancement's credibility and industry recognition. Utilizing these accolades in your sales conversations can help build trust with potential clients seeking reputable and top-performing financial advisory services.

Tech-Enabled Services Wealth Enhancement utilizes a robust tech stack including Salesforce Desk and DocuSign, enhancing their service capabilities and client interactions. Highlighting these technological strengths in your sales pitch can appeal to tech-savvy clients looking for a seamless and efficient financial planning experience.

M&A Expertise As one of the nation's most active RIA dealmakers with multiple successful acquisitions, Wealth Enhancement demonstrates expertise in M&A strategies. Tailoring your sales approach to showcase the company's proven track record in acquisitions can attract clients looking for a forward-thinking and growth-oriented financial advisor.

Similar companies to Wealth Enhancement

Wealth Enhancement Tech Stack

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

  • AppNexus
    Advertising
  • Salesforce Desk
    Customer Relationship Management
  • Typekit
    Font Scripts
  • Font Awesome
    Font Scripts
  • DocuSign
    Miscellaneous
  • Google Tag Manager
    Tag Management
  • Laravel
    Web Frameworks
  • Linkedin
    Widgets

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
99%
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 N. Highway 169 Suite 900 Plymouth, Minnesota 55441 US. 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 LinkedIn.

How much revenue does Wealth Enhancement generate?

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As of October 2024, Wealth Enhancement's annual revenue reached $750M.

What is Wealth Enhancement's SIC code NAICS code?

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Wealth Enhancement's SIC code is 6282 - Investment Advice NAICS code is 523920 - Portfolio Management.

How many employees does Wealth Enhancement have currently?

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As of October 2024, Wealth Enhancement has approximately 1.3K employees across 4 continents, including North AmericaAfricaEurope. Key team members include Chief Growth Officer: E. W.Chief Product Officer: D. S.Chief Financial Officer: K. W.. 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 AppNexusSalesforce DeskTypekitFont AwesomeDocuSignGoogle Tag ManagerLaravelLinkedin.

What is Wealth Enhancement's email format?

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Wealth Enhancement's email format typically follows the pattern of . Find more Wealth Enhancement email formats with LeadIQ.

How much funding has Wealth Enhancement raised to date?

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As of October 2024, Wealth Enhancement has raised $736K in funding. The last funding round occurred on Feb 24, 2022 for $736K.
Wealth Enhancement

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.

Securities offered through LPL Financial, Member SIPC  (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.

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
523920 - Portfolio Management
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.

  • $100M$1B

    Wealth Enhancement's revenue is in the range of $100M$1B

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.

  • $100M$1B

    Wealth Enhancement's revenue is in the range of $100M$1B

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