Wealth Enhancement Group Overview

  • Founded

  • 1997

Founded
  • Status

  • Private

  • Employees

  • 863

Employees
  • Latest Deal Type

  • PE Growth

  • Financing Rounds

  • 21

  • Investments

  • 55

Wealth Enhancement Group General Information

Description

Provider of financial planning and advisory services intended for large institutional and high net worth investors. The company offers 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.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 505 Highway 169 North
  • Suite 900
  • Plymouth, MN 55441
  • United States
+1 (763) 000-0000

Wealth Enhancement Group Timeline

2020202120222023
Financing RoundCaptured Employee CountEstimated Employee Growth

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Wealth Enhancement Group Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Wealth Enhancement Group‘s full profile, request access.

Request a free trial

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
863 As of 2023
000.00
0000000 0000 000.00

000000

derit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur
00000 000000000 0000
Houston, TX
00 As of 0000
000000&0

000000

itation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure
00000 000000000 0000
New York, NY
0 As of 0000
000000000000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Wealth Enhancement Group Competitors (26)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Intrua Financial Corporate Backed or Acquired Houston, TX 00 000000&0
000000000 0000000 Private Equity-Backed New York, NY 0 000000000000
00000000 000000000 Private Equity-Backed Madison, WI 000000000000
00000000 00000000 Private Equity-Backed Overland Park, KS 0000 00000 000000000 00000
0000 000000000 000 Corporate Backed or Acquired Austin, TX 00 000000000000
You’re viewing 5 of 26 competitors. Get the full list »

Wealth Enhancement Group Executive Team (17)

Name Title Board Seat Contact Info
Jeffrey Dekko Chief Executive Officer & Board Member
Kelly Windorski Chief Financial Officer and Board Member
Daniel Unkovi Chief Operating Officer
Terri Kallsen Chief Operating Officer
Mike Stefano Chief Compliance Officer & Vice President
You’re viewing 5 of 17 executive team members. Get the full list »

Wealth Enhancement Group Board Members (14)

Name Representing Role Since
0000 0000000 Onex Board Member 000 0000
0000000 000000 00. Wealth Enhancement Group Board Member 000 0000
0000000 00000 Wealth Enhancement Group Chief Executive Officer & Board Member 000 0000
0000 00000 Self Board Member 000 0000
0000 00000000000 Onex Board Member 000 0000
You’re viewing 5 of 14 board members. Get the full list »

Wealth Enhancement Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Wealth Enhancement Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Wealth Enhancement Group‘s full profile, request access.

Request a free trial

Wealth Enhancement Group Investments (55)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 & 000 03-May-2023 0000000000 Other Financial Services 0000000 0
000 000 00000 26-Apr-2023 0000000000 Other Financial Services 0000000 0
000000 000000 29-Mar-2023 0000000000 Asset Management 0000000 0
000000 000000 23-Mar-2023 0000000000 Asset Management 0000000 0
Washington Wealth Advisors 08-Feb-2023 Buyout/LBO Asset Management 0000000 0
You’re viewing 5 of 55 investments. Get the full list »

Wealth Enhancement Group Subsidiaries (4)

Company Name Industry Location Founded
Planning Solutions Group Other Financial Services Fulton, MD 2001
000 0000000000 000 Other Financial Services Orange Park, FL 0000
000000000 00000000 Other Financial Services Winter Springs, FL 0000
000000 000000000 0 Investment Advisor Walnut Creek, CA 0000
To view Wealth Enhancement Group’s complete subsidiaries history, request access »