Wealth Enhancement

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.

Basic Information

Contact Details

• Phone: +1 800-492-1222
• Website: wealthenhancement.com
• LinkedIn: linkedin.com/company/wealth-enhancement
• Twitter: twitter.com/WealthEnhance
• Facebook: facebook.com/wealthenhancement

Key Focus Areas & Initiatives

• Comprehensive financial and retirement planning
• Investment portfolio management and asset allocation
• Estate and legacy planning services
• Tax strategies and optimization
• Business succession and owner consulting
• Employee benefits and group retirement plan consulting
• Trust and fiduciary services
• Multi-generational and philanthropic planning
• Risk management and insurance solutions
• Holistic team-based wealth advisory model

Technologies Used

• AI
• AMP
• Act!
• Adform
• Akamai
• Azure Active Directory
• Bing
• Bing Ads
• Bloomberg BNA
• CCH Axcess™ Tax
• CSS
• Canva
• Cisco Meraki
• Concur
• Connect
• Dash
• DocuSign
• DoubleClick
• DoubleClick Conversion
• Evergage
• Excel4Apps
• Facebook Conversion Tracking
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Google Ads
• Google Analytics
• Google Dynamic Remarketing
• Google Maps
• Google Maps (Non Paid Users)
• Google Tag Manager
• Google WebRTC
• HTML Pro
• Infor ION
• Interclick (Genome by Yahoo)
• Ironclad
• Jira
• Laserfiche
• Linkedin Marketing Solutions
• Mentad
• Microsoft 365
• Microsoft Excel
• Microsoft Office
• Mobile Friendly
• Ning
• Outlook
• React
• Reviews
• Route 53
• SOASTA
• SQL
• Salesforce
• Salesforce CRM Analytics
• Salesforce Live Agent
• Salesforce Service Cloud
• Secured MVC Forum on Windows 2012 R2
• Slack
• Stripe
• The Trade Desk
• VMware SD-WAN
• Vimeo
• Visual Website Optimizer
• Weibo
• Wistia
• Workday
• Wrike
• reCAPTCHA

Buyer Teams to Target

Investment & Portfolio Management

• Chief Investment Officer
• Portfolio Manager
• Investment Analyst
• Wealth Manager
• Research Analyst
• Director of Alternative Investments

Financial Planning & Advisory

• Director of Financial Planning
• Lead Financial Advisor
• Retirement Plan Consultant
• Estate Planning Specialist
• Certified Financial Planner
• Tax Planning Advisor

Operations & Compliance

• Chief Operating Officer
• Director of Operations
• Compliance Officer
• Risk Management Lead
• Client Services Manager
• Business Process Analyst

Technology & Digital Transformation

• Chief Technology Officer
• Director of IT
• Enterprise Architect
• Head of Business Intelligence
• Data Analyst
• Systems Integration Lead

What 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

• 📆 New advisor or specialist hiring announcements
• 💰 Reports of increased assets under management or funding rounds
• 🧑‍💻 Adoption of new financial planning or analytics technology
• 🗺️ Opening of additional office locations or market expansions
• 🫂 Executive or committee leadership changes
• 📊 Regulatory or compliance initiatives impacting operations