Wealth Enhancement | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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Headcount Distribution
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Department Breakdown
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Overview
Wealth Enhancement is an independent registered investment advisor and wealth management firm founded in 1997 by four financial professionals in Minneapolis. It has rapidly grown to become one of the nation's fastest-growing RIAs, managing over $100 billion in assets as of 2025 with an ambitious goal of reaching $1 trillion. The firm operates 165 offices across the United States, embracing a team-based approach to financial planning and building trusted partnerships with clients.
Its comprehensive services include financial planning, investment portfolio management, tax optimization, retirement and estate planning, business owner consulting, employee retirement account management, and trust services. The firm's Roundtable™ methodology ensures investments align with client goals and provides access to specialized teams across the financial spectrum.
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Contact
Technology Stack
Analytics & Tracking
Social & Marketing
Database & Backend
Cloud & Infrastructure
Productivity
How to sell to
Buyer Teams to Target
Investment & Portfolio Management
Chief Investment Officer, Portfolio Manager, Investment Analyst, Wealth Manager, Research Analyst, Director of Alternative InvestmentsFinancial Planning & Advisory
Director of Financial Planning, Lead Financial Advisor, Retirement Plan Consultant, Estate Planning Specialist, Certified Financial Planner, Tax Planning AdvisorOperations & Compliance
Chief Operating Officer, Director of Operations, Compliance Officer, Risk Management Lead, Client Services Manager, Business Process AnalystTechnology & Digital Transformation
Chief Technology Officer, Director of IT, Enterprise Architect, Head of Business Intelligence, Data Analyst, Systems Integration LeadWhat they buy
- Portfolio management and analytics platforms
- Financial planning software and CRM solutions
- Risk management and compliance tools
- Tax and estate planning technology
- Digital collaboration and communication platforms
- Cybersecurity and data protection services
- Document management and e-signature solutions
Signals to watch
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