Wealth Enhancement Group Overview
- Year Founded
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1997
- Status
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Private
- Employees
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1,201
- Latest Deal Type
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PE Growth
- Financing Rounds
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27
- Investments
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77
Wealth Enhancement Group General Information
Description
Provider of financial planning and advisory services intended for large institutional and high net-worth investors. The company specializes in comprehensive and customized financial planning, investment management, tax strategies, insurance and estate planning services to mass affluent clients, enabling them to make more confident decisions and be less stressed when it comes to managing multiple financial relationships.
Contact Information
Website
www.wealthenhancement.comCorporate Office
- 505 Highway 169 North
- Suite 900
- Plymouth, MN 55441
- United States
Corporate Office
- 505 Highway 169 North
- Suite 900
- Plymouth, MN 55441
- United States
Wealth Enhancement Group Timeline
Wealth Enhancement Group Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Wealth Enhancement Group Comparisons
Industry
Financing
Details
Wealth Enhancement Group Competitors (28)
One of Wealth Enhancement Group’s 28 competitors is Beacon Pointe Advisors, a Private Equity-Backed company based in Newport Beach, CA.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Beacon Pointe Advisors | Private Equity-Backed | Newport Beach, CA | ||||
Fiat Wealth Management | Corporation | Wayzata, MN | ||||
Harbor West Financial Planning Wealth Management | Corporation | Westport, CT | ||||
Financial Asset Management Corporation | Corporation | Chappaqua, NY | ||||
Silveroak Wealth Management | Corporation | Minneapolis, MN |
Wealth Enhancement Group Signals
Wealth Enhancement Group Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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Wealth Enhancement Group Investments (77)
Wealth Enhancement Group’s most recent deal was a Buyout/LBO with M&R Capital Management. The deal was made on 07-Nov-2024.
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
M&R Capital Management | 07-Nov-2024 | Buyout/LBO | Asset Management | ||
FinTrust Capital Partners | 02-Oct-2024 | Buyout/LBO | Other Financial Services | ||
Leon L. Levy & Associates | 05-Sep-2024 | Buyout/LBO | Other Insurance | ||
Rock House Financial | 11-Jul-2024 | Buyout/LBO | Other Financial Services | ||
Peak Financial Services | 09-Jul-2024 | Buyout/LBO | Other Financial Services |
Wealth Enhancement Group Subsidiaries (12)
Company Name | Industry | Location | Founded |
---|---|---|---|
Landmark Financial Advisors | Consulting Services (B2B) | Bowling Green, KY | 2001 |
Planning Solutions Group | Other Financial Services | Fulton, MD | |
The Financial Advisory Group | Consulting Services (B2B) | Houston, TX | |
M&R Capital Management | Asset Management | Summit, NJ | |
The Retirement Group | Other Financial Services | San Diego, CA |
Wealth Enhancement Group FAQs
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When was Wealth Enhancement Group founded?
Wealth Enhancement Group was founded in 1997.
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Where is Wealth Enhancement Group headquartered?
Wealth Enhancement Group is headquartered in Plymouth, MN.
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What is the size of Wealth Enhancement Group?
Wealth Enhancement Group has 1,201 total employees.
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What industry is Wealth Enhancement Group in?
Wealth Enhancement Group’s primary industry is Other Financial Services.
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Is Wealth Enhancement Group a private or public company?
Wealth Enhancement Group is a Private company.
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What is Wealth Enhancement Group’s current revenue?
The current revenue for Wealth Enhancement Group is
. -
How much funding has Wealth Enhancement Group raised over time?
Wealth Enhancement Group has raised $489M.
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Who are Wealth Enhancement Group’s investors?
Primark Capital, Onex (Private Equity), and TA Associates Management have invested in Wealth Enhancement Group.
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Who are Wealth Enhancement Group’s competitors?
Beacon Pointe Advisors, Fiat Wealth Management, Harbor West Financial Planning Wealth Management, Financial Asset Management Corporation, and Silveroak Wealth Management are some of the 28 competitors of Wealth Enhancement Group.
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