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Wealth Enhancement Group
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 High growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Plymouth, Minnesota, United States Founded 1997 1001-5000 employees For Profit
Wealth Enhancement Group offers customized financial planning and investment management services.
Wealth Enhancement Group on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Wealth Enhancement Group was acquired by TA Associates in 2019.
Total Funding
$2.09M
Funding Rounds
5
Last Funding
Acquisitions
68
Monthly Visits
Contacts
794
Patents
0
10 trademarks
About Wealth Enhancement Group
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 47
- Mobile apps
- 1
- Active products
- 23
- Patents granted
- 0
- Trademarks
- 10
- IT spend
- $72.2M
Company Info
- Founded
- 1997
- Employees
- 1001-5000
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 1
- Sub-organizations
- 1
- News articles
- 106
- HQ
- Plymouth, Minnesota, United States
- Region
- Greater Minneapolis-Saint Paul Area, Great Lakes, Midwestern US
- Exit date
- Jul 31, 2019
Signals & Scores
- Heat score
- High
- Growth score
- High
- Trend (7d)
- 7
- Trend (30d)
- 8.1
- Trend (90d)
- -0.4
Wealth Enhancement Group Funding Rounds
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Wealth Enhancement Group Acquisitions
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Wealth Enhancement Group Key People
Sr. Vice President / Financial Advisor
Managing Director
Chief of Staff
Chief Financial Officer
Senior Vice President
Chief Compliance Officer
Chief Investments and Business Development Officer
Founder, Financial Advisor and Author
Chief Information Officer, Chief Information Security Officer
Senior Vice President
794
professional contacts at Wealth Enhancement Group
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