Wealth Enhancement Group Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Private

  • Employees
  • 1,201

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 27

  • Investments
  • 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

Formerly Known As
WEG Sub Parent
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 505 Highway 169 North
  • Suite 900
  • Plymouth, MN 55441
  • United States
+1 (763)
Primary Industry
Other Financial Services
Corporate Office
  • 505 Highway 169 North
  • Suite 900
  • Plymouth, MN 55441
  • United States
+1 (763)

Wealth Enhancement Group Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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Wealth Enhancement Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Wealth Enhancement Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial planning and advisory services intended for large institutional and high net-worth investors. The
Other Financial Services
Plymouth, MN
1,201 As of 2024

Newport Beach, CA
 

Wayzata, MN
 
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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
You’re viewing 5 of 28 competitors. Get the full list »

Wealth Enhancement Group Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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
You’re viewing 5 of 77 investments. Get the full list »

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
You’re viewing 5 of 12 subsidiaries. Get the full list »

Wealth Enhancement Group FAQs

  • When was Wealth Enhancement Group founded?

    Wealth Enhancement Group was founded in 1997.

  • Where is Wealth Enhancement Group headquartered?

    Wealth Enhancement Group is headquartered in Plymouth, MN.

  • What is the size of Wealth Enhancement Group?

    Wealth Enhancement Group has 1,201 total employees.

  • What industry is Wealth Enhancement Group in?

    Wealth Enhancement Group’s primary industry is Other Financial Services.

  • Is Wealth Enhancement Group a private or public company?

    Wealth Enhancement Group is a Private company.

  • 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.

  • Who are Wealth Enhancement Group’s investors?

    Primark Capital, Onex (Private Equity), and TA Associates Management have invested in Wealth Enhancement Group.

  • 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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