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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 was acquired by TA Associates in 2019.
Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
68
Monthly Visits
Available in Pro
Contacts
794
Patents
0
10 trademarks

Company Details

Funding & Financials

Pro
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

Pro
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
$72M

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

Acquisitions by Wealth Enhancement Group

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Key People at Wealth Enhancement Group

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
Contact execs at Wealth Enhancement Group

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Wealth Enhancement Group - Company Profile, Full Acquisitions List, Funding and Investments