Wealth Enhancement Group Overview

  • Founded
  • 1997
Founded
  • Status
  • Private
  • Employees
  • 403
Employees
  • Latest Deal Type
  • PE Growth
  • Financing Rounds
  • 13
  • Investments
  • 23

Wealth Enhancement Group General Information

Description

Provider of financial planning and advisory services. The company offers services including comprehensive, independent financial planning, investment management, tax strategies and insurance and estate planning services to mass affluent clients who are approaching retirement age, it also provides comprehensive expertise and resources to large institutions and high net worth investors.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Accounting, Audit and Tax Services (B2B)
Primary Office
  • 505 North Highway 169
  • Suite 900
  • Plymouth, MN 55441
  • United States
+1 (800) 000-0000

Wealth Enhancement Group Timeline

2018201920202021
Financing RoundFinancing 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 Executive Team (14)

Name Title Board Seat Contact Info
Jeff Dekko Chief Executive Officer
Kelly Windorski Chief Financial Officer
Terri Kallsen Chief Operating Officer
Mike Stefano Chief Compliance Officer & Vice President
Rick Shideman Chief Information Officer & Chief Information Security Officer
You’re viewing 5 of 14 executive team members. Get the full list »

Wealth Enhancement Group Board Members (10)

Name Representing Role Since
0. 000000 Self Board Member 000 0000
0000000 000000 00.0 Wealth Enhancement Group Board Member 000 0000
00000 000000 Self Board Member 000 0000
00000 000000 Self Board Member 000 0000
000 00000 TA Associates Management Board Member 000 0000
You’re viewing 5 of 10 board members. Get the full list »

Wealth Enhancement Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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

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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 (23)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000000 000 27-Apr-2021 0000000000 Asset Management 0000 00000
00000 00000000 000 02-Mar-2021 0000000000 Asset Management 0000 00000
0000 00000000 14-Jan-2021 0000000000 Other Financial Services 0000 00000
000000000 000000 0 15-Dec-2020 0000000000 Other Financial Services 0000 00000
SVA Financial Group 08-Dec-2020 Buyout/LBO Other Financial Services 0000 00000
You’re viewing 5 of 23 investments. Get the full list »

Wealth Enhancement Group Subsidiaries (2)

Company Name Industry Location Founded
Planning Solutions Group Other Financial Services Fulton, MD 2001
000 0000000000 000 Asset Management Orange Park, FL
To view Wealth Enhancement Group’s complete subsidiaries history, request access »