Wheelhouse Analytics Email Format
Financial ServicesPennsylvania, United States11-50 Employees
Wheelhouse Analytics operates in the financial services sector, developing industry-specific technology aimed at supporting the distribution of financial products. The company partners with financial services professionals to address challenges in product distribution through tailored solutions, and its work is grounded in the experience of founders Frank Coates and Todd Buck. Based in West Chester, Pennsylvania, Wheelhouse Analytics serves clients in a domain where navigating complex product offerings and distribution channels requires specialized tools and expertise. The firm has a relatively small team and has pursued collaborations that expand its reach, such as a partnership announced in 2016 with Envestnet to broaden program offerings for academic institutions involved in retirement solutions.