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Wheelhouse Analytics Employee Directory

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.

Find Wheelhouse Analytics employees' phone numbers or email addresses

Wheelhouse Analytics Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Wheelhouse Analytics's Leadership

  • Chief Administration Officer at Wheelhouse Analytics
    J. R.
    Chief Administration Officer
  • Avp Product Development at Wheelhouse Analytics
    A. K.
    Avp Product Development
  • Board Member at Wheelhouse Analytics
    L. R.
    Board Member
  • Business Analyst at Wheelhouse Analytics
    J. F.
    Business Analyst
  • Summer Intern at Wheelhouse Analytics
    D. W.
    Summer Intern
  • Internship at Wheelhouse Analytics
    C. S.
    Internship
  • Business Analyst at Wheelhouse Analytics
    I. O.
    Business Analyst
  • Senior Partner/Investor at Wheelhouse Analytics
    J. S.
    Senior Partner/Investor

Wheelhouse Analytics Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Product Management
  • Other

Contact profiles from Wheelhouse Analytics

Name
Title
Contact
Location
Last Update
  • Chief Administration Officer at Wheelhouse Analytics
    J. R.
    Chief Administration Officer
    UNITED STATES
    Jan 05, 2023
  • Avp Product Development at Wheelhouse Analytics
    A. K.
    Avp Product Development
    UNITED STATES
    Mar 08, 2023
  • Board Member at Wheelhouse Analytics
    L. R.
    Board Member
    United States, Pennsylvania
    Oct 26, 2025
  • Business Analyst at Wheelhouse Analytics
    J. F.
    Business Analyst
    United States, Delaware
    Mar 25, 2026
  • Summer Intern at Wheelhouse Analytics
    D. W.
    Summer Intern
    United States, Pennsylvania
    Dec 10, 2025
  • Internship at Wheelhouse Analytics
    C. S.
    Internship
    United States, Delaware
    Oct 26, 2025
  • Business Analyst at Wheelhouse Analytics
    I. O.
    Business Analyst
    UNITED STATES
    Mar 08, 2023
  • Senior Partner/Investor at Wheelhouse Analytics
    J. S.
    Senior Partner/Investor
    United States, South Carolina
    Sep 09, 2025
  • Employee at Wheelhouse Analytics
    V. V.
    UNITED STATES
    Jun 11, 2024

Frequently Asked Questions

What is Wheelhouse Analytics known for?

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Wheelhouse Analytics was founded in 2010 and operates in the Financial Services industry. You can contact Wheelhouse Analytics's main corporate office by phone at . Explore Wheelhouse Analytics's company overview page for more information.

What is Wheelhouse Analytics's most common email format?

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Wheelhouse Analytics employees' email format typically follows the pattern of FLast@wheelhouseanalytics.com. Trying to find reliable and up-to-date employee contact data? Find more Wheelhouse Analytics email formats with LeadIQ.

How many employees does Wheelhouse Analytics have currently?

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Wheelhouse Analytics has approximately 13 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Wheelhouse Analytics's key employees and leadership?

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As of July 2026, Wheelhouse Analytics's key employees include:

  • Chief Administration Officer: J. R.
  • Avp Product Development: A. K.
  • Board Member: L. R.
  • Business Analyst: J. F.
  • Summer Intern: D. W.

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